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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$34K
OC
177
Oakworth Capital
Alabama
$33K +$30.8K +1,000 New
SC
178
SouthState Corp
Florida
$33K +$30.8K +1,000 New
GWM
179
Geneos Wealth Management
Colorado
$27K -$9.92K -322 -27%
WT
180
Whittier Trust
California
$27K
APA
181
American Portfolios Advisors
New York
$26.5K +$216 +7 +0.9%
New York State Teachers Retirement System (NYSTRS)
182
New York State Teachers Retirement System (NYSTRS)
New York
$26K
US Bancorp
183
US Bancorp
Minnesota
$26K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$24K
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$20K +$246 +8 +1%
CFGS
187
Concourse Financial Group Securities
Alabama
$18K -$11.4K -371 -41%
KBC Group
188
KBC Group
Belgium
$17K
RCA
189
Ranch Capital Advisors
Florida
$17K
MF
190
Manchester Financial
California
$16K
ONST
191
Old North State Trust
North Carolina
$15K +$13.6K +440 New
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$13K +$2.06K +67 +19%
PFO
193
Pathstone Family Office
New Jersey
$13K +$12.5K +407 New
JWA
194
JFS Wealth Advisors
Pennsylvania
$12K
CIA
195
CSat Investment Advisory
Michigan
$12K +$1.57K +51 +17%
ASN
196
Advisory Services Network
Georgia
$12K +$10.8K +349 New
SSB
197
Sandy Spring Bank
Maryland
$10K -$9.24K -300 -50%
FMT
198
First Mercantile Trust
Tennessee
$10K -$1.94K -63 -18%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$9K -$32.9K -1,069 -80%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$7K