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Northwest Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$22K +$5.29K +464 +36%
NFSG
152
Newbridge Financial Services Group
Florida
$19K +$262 +23 +2%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$18K +$16.1K +1,416 New
US Bancorp
154
US Bancorp
Minnesota
$17K +$9.26K +812 +152%
BFC
155
Bedel Financial Consulting
Indiana
$16K +$217 +19 +2%
First Horizon Advisors
156
First Horizon Advisors
Tennessee
$14K +$114 +10 +0.9%
RIA
157
RPG Investment Advisory
California
$12K – – –
IAIM
158
International Assets Investment Management
Florida
$12K +$10.9K +952 New
CFD
159
Creative Financial Designs
Indiana
$11K – – –
SignatureFD
160
SignatureFD
Georgia
$10K – – –
VCG
161
Vantage Consulting Group
Virginia
$9K +$8.09K +709 New
Quadrant Capital Group
162
Quadrant Capital Group
Ohio
$8K – – –
Parallel Advisors
163
Parallel Advisors
California
$8K +$2.57K +225 +58%
Lazard Asset Management
164
Lazard Asset Management
New York
$6K – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$6K +$2.92K +256 +125%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$3K – – –
FPS
167
Fieldpoint Private Securities
Connecticut
$3K +$2.51K +220 New
EI
168
Ellevest Inc
New York
$3K +$2.65K +232 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$3K +$2.85K +250 New
BCA
170
Berman Capital Advisors
Georgia
$2K – – –
GWS
171
Glassman Wealth Services
Virginia
$1K – – –
HGWM
172
Harvest Group Wealth Management
Massachusetts
$1K – – –
TCI Wealth Advisors
173
TCI Wealth Advisors
Arizona
$1K – – –
RPWA
174
Regent Peak Wealth Advisors
Georgia
$1K +$559 +49 New
Hancock Whitney
175
Hancock Whitney
Mississippi
– -$755K -82,064 Closed