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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
401
Column Capital Advisors
Indiana
$66K +$11.7K +95 +25%
PA
402
Procyon Advisors
Connecticut
$61K -$986 -8 -2%
CFG
403
Citizens Financial Group
Rhode Island
$59K +$6.78K +55 +15%
PB
404
Pinnacle Bancorp
Nebraska
$55K – – –
RDWM
405
Red Door Wealth Management
Tennessee
$53K – – –
RWB
406
RMR Wealth Builders
New Jersey
$51K +$44.9K +364 New
SIM
407
Sonora Investment Management
Arizona
$50K +$7.39K +60 +20%
CIM
408
Contravisory Investment Management
Massachusetts
$50K +$46.3K +376 New
LTI
409
Laffer Tengler Investments
Tennessee
$49.4K +$43.5K +353 New
BCA
410
Berman Capital Advisors
Georgia
$49K +$16.4K +133 +60%
OC
411
Oakworth Capital
Alabama
$47K – – –
EDRH
412
Edmond de Rothschild Holding
Switzerland
$46K – – –
OPS
413
Orion Portfolio Solutions
Nebraska
$45K +$11.6K +94 +41%
CB
414
Community Bank
New York
$45K +$39.8K +323 New
SSB
415
Sandy Spring Bank
Maryland
$44K – – –
WTC
416
WhitTier Trust Company
Nevada
$44K – – –
BL
417
Balentine LLC
Georgia
$44K +$38.5K +312 New
Bessemer Group
418
Bessemer Group
New Jersey
$43K -$27.9K -226 -42%
SCA
419
Stonebridge Capital Advisors
Minnesota
$43K -$19.6K -159 -34%
PFGIA
420
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$10.7K -87 -22%
FHA
421
First Horizon Advisors
Tennessee
$42K -$16.3K -132 -30%
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$42K -$13.6K -110 -27%
NSIM
423
North Star Investment Management
Illinois
$42K – – –
BFIM
424
Beese Fulmer Investment Management
Ohio
$42K +$37K +300 New
SF
425
Synovus Financial
Georgia
$41K -$150K -1,213 -81%