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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$12K -$11.3K -111 -49%
CFG
202
CKW Financial Group
Hawaii
$12K – – –
WA
203
Waverly Advisors
Alabama
$11K – – –
FNBT
204
FineMark National Bank & Trust
Florida
$10K -$2.23K -22 -18%
RFS
205
Rockefeller Financial Services
New York
$10K – – –
NES
206
New England Securities
New York
$9K – – –
MFS
207
MSI Financial Services
Massachusetts
$8K -$42.1K -415 -85%
Bessemer Group
208
Bessemer Group
New Jersey
$7K +$6.79K +67 New
SF
209
Synovus Financial
Georgia
$5K – – –
BRWA
210
B. Riley Wealth Advisors
Florida
$5K +$4.77K +47 New
FHA
211
First Horizon Advisors
Tennessee
$4K +$1.83K +18 +86%
GAM
212
Gemmer Asset Management
California
$3K – – –
ASN
213
Advisory Services Network
Georgia
$3K +$2.84K +28 New
WEC
214
Winslow Evans & Crocker
Massachusetts
$2.48K – – –
NFG
215
Next Financial Group
Texas
$2K -$2.84K -28 -62%
ACS
216
Archford Capital Strategies
Illinois
$2K – – –
HMS
217
Hanseatic Management Services
New Mexico
$2K – – –
SA
218
SRH Advisors
Kansas
$2K – – –
KT
219
Kanaly Trust
Texas
$1K -$3.35K -33 -72%
RWM
220
Raffa Wealth Management
District of Columbia
$539 – – –
SCM
221
Sandler Capital Management
New York
– -$9.77M -98,896 Closed
SI
222
Sentry Investments
Ontario, Canada
– -$4.2M -42,500 Closed
RFC
223
Regions Financial Corp
Alabama
– -$2.03M -20,547 Closed
Twin Tree Management
224
Twin Tree Management
Texas
– -$1.75M -17,293 Closed
FNYS
225
First New York Securities
New York
– -$1.47M -14,830 Closed