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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
151
Zions Bancorporation
Utah
$8.63K -$634 -12 -7%
MG
152
Mather Group
Illinois
$8.48K
SO
153
Sierra Ocean
California
$7.92K +$8.13K +154 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$7.61K +$5.28K +100 +208%
VWM
155
Venturi Wealth Management
Texas
$6.68K +$3.54K +67 +106%
WA
156
Whipplewood Advisors
Colorado
$6.63K +$6.81K +129 New
KIM
157
Kestra Investment Management
Texas
$6.41K +$6.6K +125 New
PFBT
158
Parkside Financial Bank & Trust
Missouri
$5.86K
PTC
159
Private Trust Company
Ohio
$5.4K
FHA
160
First Horizon Advisors
Tennessee
$4.68K
MCM
161
MAI Capital Management
Ohio
$4.19K +$4.33K +82 New
RBC
162
Roble Belko & Company
Pennsylvania
$4K
JWA
163
JFS Wealth Advisors
Pennsylvania
$3.44K +$528 +10 +18%
CIA
164
Cape Investment Advisory
Georgia
$3.03K
M
165
MOTCO
Texas
$3.03K
BIG
166
Brooklyn Investment Group
New York
$2.73K +$2.85K +54 New
PMFA
167
Plante Moran Financial Advisors
Michigan
$2.72K +$2.8K +53 New
LDB
168
Lee, Danner & Bass
Tennessee
$2.31K +$2.38K +45 New
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$2.16K +$2.22K +42 New
BHWM
170
Beaird Harris Wealth Management
Texas
$2.06K
GKIM
171
GW&K Investment Management
Massachusetts
$2K
VCM
172
Versant Capital Management
Arizona
$1.65K +$1.69K +32 New
HNB
173
Huntington National Bank
Ohio
$1.54K -$9.35K -177 -86%
Federated Hermes
174
Federated Hermes
Pennsylvania
$1.54K -$792 -15 -33%
BIA
175
Bell Investment Advisors
California
$1.54K