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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
Citizens Financial Group
Rhode Island
$59K +$6.78K +55 +15%
PB
402
Pinnacle Bancorp
Nebraska
$55K
RDWM
403
Red Door Wealth Management
Tennessee
$53K
RWB
404
RMR Wealth Builders
New Jersey
$51K +$44.9K +364 New
SIM
405
Sonora Investment Management
Arizona
$50K +$7.39K +60 +20%
CIM
406
Contravisory Investment Management
Massachusetts
$50K +$46.3K +376 New
LTI
407
Laffer Tengler Investments
Tennessee
$49.4K +$43.5K +353 New
BCA
408
Berman Capital Advisors
Georgia
$49K +$16.4K +133 +60%
OC
409
Oakworth Capital
Alabama
$47K
EDRH
410
Edmond de Rothschild Holding
Switzerland
$46K
OPS
411
Orion Portfolio Solutions
Nebraska
$45K +$11.6K +94 +41%
CB
412
Community Bank
New York
$45K +$39.8K +323 New
SSB
413
Sandy Spring Bank
Maryland
$44K
WTC
414
WhitTier Trust Company
Nevada
$44K
BL
415
Balentine LLC
Georgia
$44K +$38.5K +312 New
Bessemer Group
416
Bessemer Group
New Jersey
$43K -$27.9K -226 -42%
SCA
417
Stonebridge Capital Advisors
Minnesota
$43K -$19.6K -159 -34%
PFGIA
418
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$10.7K -87 -22%
FHA
419
First Horizon Advisors
Tennessee
$42K -$16.3K -132 -30%
KTC
420
Kistler-Tiffany Companies
Pennsylvania
$42K -$13.6K -110 -27%
NSIM
421
North Star Investment Management
Illinois
$42K
BFIM
422
Beese Fulmer Investment Management
Ohio
$42K +$37K +300 New
SF
423
Synovus Financial
Georgia
$41K -$150K -1,213 -81%
GRP
424
Global Retirement Partners
California
$41K +$5.18K +42 +17%
LWM
425
Liberty Wealth Management
California
$39K +$2.22K +18 +7%