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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
551
Harel Insurance Investments & Financial Services
Israel
$129K – – –
GWM
552
Geneos Wealth Management
Colorado
$128K +$84.2K +200 +3,333%
CFD
553
Creative Financial Designs
Indiana
$127K +$10.5K +25 +11%
PFO
554
Pathstone Family Office
New Jersey
$127K +$109K +260 New
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$126K – – –
BBHC
556
Brown Brothers Harriman & Co
New York
$125K +$17.3K +41 +19%
WPA
557
West Paces Advisors
Georgia
$122K – – –
SL
558
Savior LLC
Massachusetts
$119K – – –
SFS
559
Sowell Financial Services
Arkansas
$118K +$55.5K +132 +121%
TCM
560
Tanaka Capital Management
New York
$109K – – –
BCA
561
Berman Capital Advisors
Georgia
$107K +$21K +50 +29%
SBL
562
Sargent Bickham Lagudis
Colorado
$102K – – –
TFM
563
TFC Financial Management
Massachusetts
$97K -$5.47K -13 -6%
PWM
564
Perigon Wealth Management
California
$95K +$81.6K +194 New
HPC
565
HM Payson & Co
Maine
$95K +$82.1K +195 New
RFA
566
Reilly Financial Advisors
California
$89K +$43.3K +103 +129%
MF
567
Manchester Financial
California
$88K – – –
JWM
568
Janiczek Wealth Management
Colorado
$86K +$61K +145 +468%
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$3.79K +9 +6%
HNB
570
Huntington National Bank
Ohio
$79K -$159K -377 -70%
DWA
571
Dougherty Wealth Advisers
Minnesota
$79K – – –
IA
572
Inspire Advisors
Idaho
$79K +$68.2K +162 New
TFS
573
TrustCore Financial Services
Tennessee
$74K +$32K +76 +101%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$74K +$54.7K +130 +591%
MHR
575
Matthew Hamilton Rosenberg
$73K – – –