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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
501
Reilly Financial Advisors
California
$13K -$1.53K -25 -11%
FIB
502
First Interstate Bank
Montana
$13K
HIIFS
503
Harel Insurance Investments & Financial Services
Israel
$13K
SAM
504
Solaris Asset Management
New York
$13K +$12.1K +198 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$2.81K -46 -20%
PCP
506
Proficio Capital Partners
Massachusetts
$12K
SF
507
Synovus Financial
Georgia
$12K +$61 +1 +0.6%
MCM
508
MV Capital Management
Maryland
$11K +$7.16K +117 +202%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.77K -78 -33%
WA
510
WFG Advisors
Texas
$10K -$612 -10 -6%
EDRH
511
Edmond de Rothschild Holding
Switzerland
$10K
EDRS
512
Edmond de Rothschild (Suisse)
Switzerland
$10K
OC
513
Oakworth Capital
Alabama
$9K +$2.75K +45 +45%
MWM
514
MinichMacGregor Wealth Management
New York
$8K
VCM
515
Versant Capital Management
Arizona
$8K +$2.02K +33 +34%
AIS
516
Accurate Investment Solutions
Pennsylvania
$7K
JIC
517
Joel Isaacson & Co
New York
$7K
QCG
518
Quadrant Capital Group
Ohio
$7K
VIA
519
Vantage Investment Advisors
Pennsylvania
$7K +$61 +1 +0.9%
FNBT
520
FineMark National Bank & Trust
Florida
$7K +$1.53K +25 +32%
WIC
521
Woodmont Investment Counsel
Tennessee
$7K +$6.18K +101 New
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$6K
TCM
523
Tradewinds Capital Management
Washington
$6K
CBT
524
Central Bank & Trust
Kentucky
$5K -$10.9K -179 -72%
WAS
525
WESPAC Advisors SoCal
California
$4.83K +$4.59K +75 New