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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
176
Proficio Capital Partners
Massachusetts
$21K +$4.95K +61 +27%
PFC
177
Phocas Financial Corp
California
$20K +$21.9K +270 New
Asset Management One
178
Asset Management One
Japan
$15K
GT
179
Glenmede Trust
Pennsylvania
$13K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$13K +$14K +172 New
BBHC
181
Brown Brothers Harriman & Co
New York
$12K +$12.8K +158 New
CIA
182
CSat Investment Advisory
Michigan
$11K +$11.8K +146 New
POIA
183
Pin Oak Investment Advisors
Texas
$10K
BCA
184
Berman Capital Advisors
Georgia
$10K +$10.9K +134 New
CFB
185
Cullen/Frost Bankers
Texas
$7K +$7.71K +95 New
PMFA
186
Plante Moran Financial Advisors
Michigan
$5K -$406 -5 -8%
FPFS
187
First Personal Financial Services
North Carolina
$5K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.14K +51 +268%
MAM
189
Meeder Asset Management
Ohio
$5K +$5.35K +66 New
Federated Hermes
190
Federated Hermes
Pennsylvania
$3K
ASN
191
Advisory Services Network
Georgia
$2K
LWM
192
Liberty Wealth Management
California
$2K
TFO
193
Tarbox Family Office
California
$2K +$1.62K +20 New
WAS
194
Winch Advisory Services
Wisconsin
$2K +$1.87K +23 New
FNB
195
Farmers National Bank
Kentucky
$1K -$2.03K -25 -57%
CFA
196
Camarda Financial Advisors
Florida
$1K
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
S
198
SignatureFD
Georgia
$1K
PCG
199
Private Capital Group
Connecticut
$1K +$1.14K +14 New
GC
200
Gillson Capital
Illinois
-$12.9M -158,681 Closed