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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$16K
CFB
152
Cullen/Frost Bankers
Texas
$15K
WEC
153
Winslow Evans & Crocker
Massachusetts
$14K +$1.82K +72 +14%
FRA
154
Front Row Advisors
California
$13K -$3.29K -130 -22%
BCA
155
Berman Capital Advisors
Georgia
$13K -$51 -2 -0.3%
JWM
156
Janiczek Wealth Management
Colorado
$13K +$14.3K +564 New
CIAS
157
CBIZ Investment Advisory Services
Ohio
$12K
ZB
158
Zions Bancorporation
Utah
$12K
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$11K +$8.6K +340 +218%
BFC
160
Bedel Financial Consulting
Indiana
$10K
TPWA
161
TRUE Private Wealth Advisors
Oregon
$10K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$9K
HI
163
Hudock Inc
Pennsylvania
$9K
WAS
164
Winch Advisory Services
Wisconsin
$9K +$25 +1 +0.3%
DAM
165
Delta Asset Management
Tennessee
$8K
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
GWS
167
Glassman Wealth Services
Virginia
$8K +$2.78K +110 +50%
AWM
168
AllSquare Wealth Management
New York
$7K
CHA
169
Carmichael Hill & Associates
Maryland
$7K
AIP
170
Ameritas Investment Partners
Nebraska
$7K +$8.27K +327 New
CFD
171
Creative Financial Designs
Indiana
$6K
MAM
172
Meeder Asset Management
Ohio
$6K +$5.95K +235 New
BlackRock
173
BlackRock
New York
$6K +$6.38K +252 +5,040%
SPIA
174
Steward Partners Investment Advisory
New York
$5K -$708 -28 -12%
CFO
175
CVA Family Office
Colorado
$5K