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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
226
SignatureFD
Georgia
$23.3K +$8.48K +66 +57%
Central Trust Company
227
Central Trust Company
Missouri
$19.2K – – –
CSB
228
City State Bank
Iowa
$17.4K – – –
PFBT
229
Parkside Financial Bank & Trust
Missouri
$16.9K -$6.81K -53 -29%
Whittier Trust
230
Whittier Trust
California
$15.8K – – –
Los Angeles Capital Management
231
Los Angeles Capital Management
California
$15.2K – – –
BWA
232
Basecamp Wealth Advisors
Washington
$14.7K – – –
CFO
233
CVA Family Office
Colorado
$14.6K +$14.6K +114 New
LI
234
LRI Investments
Florida
$12K – – –
EWP
235
Elevation Wealth Partners
California
$11.5K +$7.32K +57 +173%
PTC
236
Private Trust Company
Ohio
$11.4K -$2.31K -18 -17%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$8.97K – – –
JWA
238
JFS Wealth Advisors
Pennsylvania
$8.58K +$385 +3 +5%
FFO
239
Fortitude Family Office
Arizona
$7.68K +$5.01K +39 +186%
Blue Trust Inc
240
Blue Trust Inc
Georgia
$7.17K – – –
FHC
241
First Horizon Corporation
Tennessee
$6.66K – – –
MAM
242
Marquette Asset Management
Minnesota
$6.4K – – –
IFP Advisors
243
IFP Advisors
Florida
$6.15K – – –
CT
244
Clearstead Trust
Maine
$5.76K +$5.78K +45 New
AFC
245
Ares Financial Consulting
California
$5.51K – – –
KFAS
246
Keating Financial Advisory Services
Kansas
$4.87K +$385 +3 +9%
RF
247
Rossby Financial
Florida
$4.1K +$1.03K +8 +33%
PWPS
248
Pinnacle Wealth Planning Services
Ohio
$3.71K – – –
HFS
249
Hughes Financial Services
Virginia
$3.71K +$128 +1 +4%
BIA
250
Bell Investment Advisors
California
$3.59K – – –