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Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
501
American National Bank & Trust
Texas
$15K +$15.9K +165 New
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$14K +$14.5K +150 New
ZB
503
Zions Bancorporation
Utah
$12K -$17.9K -185 -59%
CFA
504
Carroll Financial Associates
North Carolina
$11K +$386 +4 +3%
PCP
505
Proficio Capital Partners
Massachusetts
$11K +$2.9K +30 +41%
CAW
506
Cornerstone Advisors (Washington)
Washington
$10K
FNBT
507
FineMark National Bank & Trust
Florida
$10K
AC
508
Alexandria Capital
Virginia
$9K
PCM
509
Penserra Capital Management
California
$9K +$3.19K +33 +50%
BAM
510
Bruderman Asset Management
New York
$8K
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
PMFA
512
Plante Moran Financial Advisors
Michigan
$8K
TCM
513
Tradewinds Capital Management
Washington
$7K
WP
514
WealthPLAN Partners
Nebraska
$4.97K +$10.2K +106 New
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$4K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$4K
CHC
517
City Holding Co
West Virginia
$3K
SWA
518
Sutton Wealth Advisors
Florida
$2.15K
FNBSF
519
First National Bank Sioux Falls
South Dakota
$2K
SSB
520
Sandy Spring Bank
Maryland
$2K
VCM
521
Versant Capital Management
Arizona
$2K
KTC
522
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.64K +17 New
TFO
523
Tarbox Family Office
California
$1K
AW
524
Alpha Windward
Massachusetts
$1K +$1.35K +14 New
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$562 -$16.5K -171 -97%