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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$22K +$21.7K +5,500 New
GWM
327
Geneos Wealth Management
Colorado
$21K +$44.1K +11,196 +83%
AA
328
Ancora Advisors
Ohio
$20K -$39.4K -10,000 -67%
PCG
329
Private Capital Group
Connecticut
$19K +$18.5K +4,693 +7,449%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$17K +$9.76K +2,478 +129%
JCM
331
Jacobi Capital Management
Pennsylvania
$16K -$83 -21 -0.5%
Bessemer Group
332
Bessemer Group
New Jersey
$16K
PP
333
PrairieView Partners
Minnesota
$16K
TPWA
334
TRUE Private Wealth Advisors
Oregon
$16K
FHC
335
First Horizon Corporation
Tennessee
$16K +$10.5K +2,672 +183%
FCH
336
Freestone Capital Holdings
Washington
$15.6K
HNB
337
Huntington National Bank
Ohio
$14K
AWM
338
Avior Wealth Management
Nebraska
$13K
ICM
339
Islay Capital Management
Texas
$12K -$11.8K -3,000 -50%
SAM
340
S.A. Mason
Michigan
$12K
SSB
341
Sandy Spring Bank
Maryland
$12K +$11.8K +2,995 New
MSFP
342
Mark Sheptoff Financial Planning
Connecticut
$11K -$708K -179,700 -98%
GRP
343
Global Retirement Partners
California
$11K -$4.15K -1,054 -27%
WT
344
Whittier Trust
California
$11K
AF
345
Advisornet Financial
Minnesota
$11K +$1.18K +300 +12%
AWA
346
Arkadios Wealth Advisors
Georgia
$11K +$11.5K +2,925 New
HGWM
347
Harvest Group Wealth Management
Massachusetts
$10K
MAWCM
348
Mine & Arao Wealth Creation & Management
California
$10K
ZB
349
Zions Bancorporation
Utah
$10K +$862 +219 +10%
NFG
350
Next Financial Group
Texas
$10K +$7.88K +2,000 +382%