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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
1001
Park National Corp
Ohio
$206K -$5.24K -11 -2%
SRC
1002
Shufro Rose & Co
New York
$204K
AOWM
1003
Asset One Wealth Management
Washington
$203K +$5.72K +12 +3%
VCA
1004
Verdence Capital Advisors
Maryland
$202K +$11.4K +24 +6%
FB
1005
Fulton Bank
Pennsylvania
$202K -$347K -727 -62%
NA
1006
Nautilus Advisors
California
$202K +$200K +420 New
CA
1007
CoreCap Advisors
Michigan
$201K +$68.6K +144 +49%
ISWM
1008
Intesa Sanpaolo Wealth Management
$197K +$14.3K +30 +8%
SAM
1009
S.A. Mason
Michigan
$195K
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$191K +$30K +63 +18%
CC
1011
Centiva Capital
New York
$186K -$3.74M -7,843 -95%
IA
1012
IFP Advisors
Florida
$172K -$34.3K -72 -16%
CH
1013
Cromwell Holdings
Wyoming
$158K +$66.7K +140 +68%
IFWM
1014
Institute for Wealth Management
Colorado
$158K +$164K +344 New
BBHC
1015
Brown Brothers Harriman & Co
New York
$157K +$57.2K +120 +54%
AUB
1016
Atlantic Union Bankshares
Virginia
$147K -$33.8K -71 -18%
OCWP
1017
Owl Creek Wealth Partners
Colorado
$140K +$1.91K +4 +1%
GEA
1018
Glen Eagle Advisors
New Jersey
$133K -$19.1K -40 -12%
UOTTAIMCU
1019
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$129K +$134K +282 New
MCM
1020
Manchester Capital Management
Vermont
$121K -$3.81K -8 -3%
PTC
1021
Private Trust Company
Ohio
$120K +$7.63K +16 +7%
CA
1022
Continuum Advisory
Idaho
$120K +$125K +262 New
MUMSS
1023
Mitsubishi UFJ Morgan Stanley Securities
Japan
$119K -$188K -395 -60%
FCT
1024
Family Capital Trust
Massachusetts
$116K +$5.24K +11 +5%
GBT
1025
Grove Bank & Trust
Florida
$102K -$3.34K -7 -3%