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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
826
Hilton Capital Management
New York
$33K +$34.4K +192 New
PFBT
827
Parkside Financial Bank & Trust
Missouri
$32K -$7.88K -44 -19%
PMFA
828
Plante Moran Financial Advisors
Michigan
$31K – – –
WANY
829
Wealthspire Advisors (New York)
New York
$31K +$32.2K +180 New
LB
830
Legacy Bridge
Iowa
$30K +$31.3K +175 New
MNBTD
831
Moody National Bank Trust Division
Texas
$29K +$31K +173 New
MOS
832
MGO One Seven
Ohio
$28K +$30.3K +169 New
CHP
833
Cable Hill Partners
Oregon
$27K – – –
RFA
834
Reilly Financial Advisors
California
$27K +$179 +1 +0.6%
LWA
835
Lenox Wealth Advisors
New York
$24K – – –
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
EARNEST Partners
837
EARNEST Partners
Georgia
$22K – – –
NCM
838
Next Capital Management
New York
$22K +$23.3K +130 New
JCM
839
Julex Capital Management
Massachusetts
$22K +$23.6K +132 New
BAM
840
Barrett Asset Management
New York
$21K – – –
CB
841
CNB Bank
Pennsylvania
$21K +$1.79K +10 +9%
FHA
842
First Horizon Advisors
Tennessee
$21K +$1.79K +10 +8%
IF
843
Ironwood Financial
Arizona
$21K +$22.4K +125 New
VFA
844
Valeo Financial Advisors
Indiana
$19K -$2.15K -12 -10%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$4.48K -25 -20%
GRP
846
Global Retirement Partners
California
$18K +$4.48K +25 +32%
MFW
847
Mosaic Family Wealth
Missouri
$17K – – –
M
848
MOTCO
Texas
$17K – – –
NSB
849
Norway Savings Bank
Maine
$17K – – –
EDRH
850
Edmond de Rothschild Holding
Switzerland
$16K -$119K -663 -88%