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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Central Trust Company
201
Central Trust Company
Missouri
$14.6K – – –
CSB
202
City State Bank
Iowa
$13.3K – – –
VCM
203
Versant Capital Management
Arizona
$13K -$117K -1,243 -90%
MAI Capital Management
204
MAI Capital Management
Ohio
$12.6K – – –
Whittier Trust
205
Whittier Trust
California
$11.9K – – –
LI
206
LRI Investments
Florida
$9.18K – – –
HWM
207
Hemington Wealth Management
Virginia
$9K -$2.73K -29 -22%
Ameritas Advisory Services
208
Ameritas Advisory Services
Nebraska
$7.91K +$7.62K +81 New
Jones Financial Companies
209
Jones Financial Companies
Missouri
$6.99K +$2.35K +25 +53%
SignatureFD
210
SignatureFD
Georgia
$6.74K +$3.86K +41 +146%
CIAM
211
Caitong International Asset Management
Hong Kong
$5.57K -$18.5K -197 -78%
Blue Trust Inc
212
Blue Trust Inc
Georgia
$5.47K – – –
Smartleaf Asset Management
213
Smartleaf Asset Management
Massachusetts
$4.56K -$13.2K -140 -75%
JWA
214
JFS Wealth Advisors
Pennsylvania
$4K -$1.5K -16 -28%
HFS
215
Hughes Financial Services
Virginia
$2.83K +$2.63K +28 New
BIA
216
Bell Investment Advisors
California
$2.73K – – –
Brown Brothers Harriman & Co
217
Brown Brothers Harriman & Co
New York
$2.64K +$2.54K +27 New
FFO
218
Fortitude Family Office
Arizona
$2.25K +$2.16K +23 New
Hantz Financial Services
219
Hantz Financial Services
Michigan
$2K +$1.13K +12 +300%
PWMG
220
Private Wealth Management Group
New Jersey
$1.95K – – –
S
221
Sachetta
Massachusetts
$1.95K +$1.88K +20 New
SouthState Corp
222
SouthState Corp
Florida
$1.66K +$1.6K +17 New
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$1.56K -$188 -2 -11%
Farther Finance Advisors
224
Farther Finance Advisors
California
$1.37K -$376 -4 -22%
MassMutual Private Wealth & Trust
225
MassMutual Private Wealth & Trust
Connecticut
$1.37K +$1.32K +14 New