Stock Transactions — MESABI TR

Total Bought
308,497
40 transactions
Total Sold
159,851
22 transactions
Net
+148,646
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
CWA Asset Management Group, LLC0160,918+160,9180.000.17+0.17buy
GEODE CAPITAL MANAGEMENT, LLC11,04259,677+48,6350.000.00+0.00buy
HORIZON KINETICS ASSET MANAGEMENT LLC2,960,5902,999,326+38,7360.841.07+0.23buy
Atlas Wealth Partners, LLC07,844+7,8440.000.23+0.23buy
AMERIPRISE FINANCIAL INC07,718+7,7180.000.00+0.00buy
Synergy Asset Management, LLC07,450+7,4500.000.01+0.01buy
BANK OF MONTREAL /CAN/07,400+7,4000.000.00+0.00buy
GSA CAPITAL PARTNERS LLP07,257+7,2570.000.02+0.02buy
Redhawk Wealth Advisors, Inc.34,13238,711+4,5790.100.13+0.03buy
LPL Financial LLC19,68023,661+3,9810.000.00+0.00buy
CITIGROUP INC03,786+3,7860.000.00+0.00buy
EagleClaw Capital Managment, LLC165,625167,425+1,8000.590.69+0.09buy
Colonial Trust Advisors01,500+1,5000.000.00+0.00buy
Quent Capital, LLC0940+9400.000.00+0.00buy
OSAIC HOLDINGS, INC.3,5234,307+7840.000.00+0.00buy
Larson Financial Group LLC0710+7100.000.00+0.00buy
ROYAL BANK OF CANADA24,05224,708+6560.000.00+0.00buy
Apollon Wealth Management, LLC11,17911,753+5740.010.01+0.00buy
COMERICA BANK0550+5500.000.00+0.00buy
WELLS FARGO & COMPANY/MN18,24418,783+5390.000.00+0.00buy
Janney Montgomery Scott LLC9,99710,516+5190.000.00+0.00buy
Tower Research Capital LLC (TRC)7721,135+3630.000.00+0.00buy
Steward Partners Investment Advisory, LLC24,24224,599+3570.000.00-0.00buy
COMMONWEALTH EQUITY SERVICES, LLC30,10230,409+3070.000.00+0.00buy
Groupe la Francaise0165+1650.000.00+0.00buy
MAD RIVER INVESTORS295,413295,523+1103.173.71+0.53buy
HighTower Advisors, LLC24,94425,038+940.000.00+0.00buy
Advisory Services Network, LLC181,347181,396+490.090.08-0.01buy
GROUP ONE TRADING LLC041+410.000.00+0.00buy
GAMMA Investing LLC030+300.000.00+0.00buy
BANK OF AMERICA CORP /DE/177,768177,795+270.000.00+0.00buy
PECAUT & CO.33,94033,963+230.270.32+0.05buy
Essex Financial Services, Inc.14,60014,621+210.020.03+0.00buy
MAI Capital Management4,4654,478+130.000.00+0.00buy
NewEdge Advisors, LLC1,6121,621+90.000.00+0.00buy
One Charles Private Wealth Services, LLC18,26318,268+50.120.14+0.02buy
Farther Finance Advisors, LLC858861+30.000.00-0.00buy
CWM, LLC668670+20.000.00+0.00buy
Ameritas Advisory Services, LLC282283+10.000.00+0.00buy
Bernard Wealth Management Corp.244245+10.000.00+0.00buy
ASSETMARK, INC181800.000.00+0.00hold
Manchester Capital Management LLC1,8111,81100.010.01+0.00hold
Allworth Financial LP50050000.000.00+0.00hold
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,0001,00000.010.01+0.00hold
Lido Advisors, LLC79,77979,77900.010.01-0.00hold
Russell Investments Group, Ltd.17,04217,04200.000.00+0.00hold
EverSource Wealth Advisors, LLC34534500.000.00+0.00hold
Acorn Wealth Advisors, LLC11,00011,00000.100.10+0.00hold
Golden State Wealth Management, LLC50050000.000.00+0.00hold
Financial Perspectives, Inc10010000.000.00+0.00hold
Westmount Partners, LLC20,85620,85600.140.17+0.03hold
Chung Wu Investment Group, LLC1,0001,00000.020.02-0.00hold
HUNTINGTON NATIONAL BANK1100.000.00+0.00hold
NBC SECURITIES, INC.33,94233,94200.070.08+0.01hold
Creekmur Asset Management LLC10-10.000.00-0.00sell
SIMPLEX TRADING, LLC230-230.000.000.00sell
FMR LLC10574-310.000.00-0.00sell
Kiker Wealth Management, LLC3950-3950.010.00-0.01sell
BESSEMER GROUP INC6000-6000.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC12,96312,239-7240.000.00+0.00sell
JPMORGAN CHASE & CO37,22036,204-1,0160.000.00+0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,66244,778-1,8840.010.01+0.00sell
Bank of New York Mellon Corp77,06275,170-1,8920.000.00+0.00sell
RITHOLTZ WEALTH MANAGEMENT13,73711,399-2,3380.010.01-0.00sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP19,21216,690-2,5220.000.00-0.00sell
Moors & Cabot, Inc.194,203187,160-7,0430.220.24+0.02sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,1090-8,1090.000.00-0.00sell
VALUEWORKS LLC685,846676,709-9,1375.415.76+0.36sell
BEDDOW CAPITAL MANAGEMENT INC375,095365,929-9,1663.563.95+0.39sell
EXCHANGE TRADED CONCEPTS, LLC10,3300-10,3300.000.00-0.00sell
CITADEL ADVISORS LLC12,0770-12,0770.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP28,82416,409-12,4150.000.00-0.00sell
UBS Group AG29,80615,389-14,4170.000.00-0.00sell
State of Wyoming16,9850-16,9850.050.00-0.05sell
MORGAN STANLEY125,771103,925-21,8460.000.00-0.00sell
TWO SIGMA ADVISERS, LP26,9000-26,9000.000.00-0.00sell
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