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SFBS

ServisFirst Bancshares
SFBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
301
Sunrise Financial Services
Washington
$1.79K +$1.83K +50 New
FFO
302
Fortitude Family Office
Arizona
$1.51K +$294 +8 +24%
SA
303
Scarborough Advisors
Maryland
$933 – – –
RWM
304
Rialto Wealth Management
New York
$862 +$514 +14 +140%
SS
305
SBI Securities
Japan
$861 – – –
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$790 -$73 -2 -8%
IA
307
IFP Advisors
Florida
$790 +$147 +4 +22%
EP
308
Essential Partners
California
$718 +$294 +8 +67%
AWM
309
Activest Wealth Management
Florida
$646 – – –
BWA
310
Basecamp Wealth Advisors
Washington
$646 +$660 +18 New
SHIM
311
Stone House Investment Management
Pennsylvania
$574 +$587 +16 New
SIC
312
SJS Investment Consulting
Ohio
$503 – – –
AW
313
Ankerstar Wealth
Texas
$431 +$440 +12 New
BHWM
314
Bay Harbor Wealth Management
Maryland
$430 +$147 +4 +50%
GFA
315
Godfrey Financial Associates
New York
$359 +$367 +10 New
CFB
316
Cullen/Frost Bankers
Texas
$340 -$18.3K -500 -98%
HIA
317
HFM Investment Advisors
New Jersey
$216 – – –
GWM
318
Gilpin Wealth Management
Colorado
$216 +$220 +6 New
TPBG
319
Turning Point Benefit Group
Maryland
$143 – – –
DF
320
Dunhill Financial
United Kingdom
$81 +$73 +2 New
CIAM
321
Caitong International Asset Management
Hong Kong
$72 -$17.4K -474 -100%
TFM
322
TFC Financial Management
Massachusetts
$72 – – –
OC
323
Optima Capital
Oregon
$72 +$73 +2 New
CVA
324
Ceredex Value Advisors
Florida
– -$13.5M -335,500 Closed
ZIM
325
Zacks Investment Management
Illinois
– -$1.9M -47,200 Closed
11 12
13
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