We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
226
Essex Financial Services
Connecticut
$311K +$332K +2,650 New
Regions Financial Corp
227
Regions Financial Corp
Alabama
$308K -$34.9K -278 -10%
DWT
228
Dorsey & Whitney Trust
South Dakota
$305K – – –
CWA
229
Cypress Wealth Advisors
California
$299K +$320K +2,551 New
BOK Financial
230
BOK Financial
Oklahoma
$296K -$128K -1,020 -29%
SAM
231
Strategy Asset Managers
California
$293K – – –
BWAM
232
Boyd Watterson Asset Management
Ohio
$293K +$17.4K +139 +6%
HT
233
HighTower Trust
Texas
$280K – – –
MSI Financial Services
234
MSI Financial Services
Massachusetts
$280K +$299K +2,387 New
CF
235
CenterStar Fund
Illinois
$279K – – –
Raymond James Trust
236
Raymond James Trust
Florida
$276K -$146K -1,162 -33%
William Blair & Company
237
William Blair & Company
Illinois
$272K -$12K -96 -4%
CIP
238
Convergence Investment Partners
Florida
$271K -$97.2K -775 -25%
AHS
239
Aspiriant Holdings S3
California
$271K – – –
FVCM
240
F&V Capital Management
Florida
$269K – – –
SPC
241
Stewart & Patten Company
California
$267K – – –
Atria Investments
242
Atria Investments
North Carolina
$261K +$58.6K +467 +27%
NFG
243
Next Financial Group
Texas
$260K -$85.9K -685 -24%
Commerce Bank
244
Commerce Bank
Missouri
$258K -$164K -1,307 -37%
BCM
245
BTC Capital Management
Iowa
$254K +$272K +2,166 New
Fulton Bank
246
Fulton Bank
Pennsylvania
$246K +$11K +88 +4%
AAM
247
Auxier Asset Management
Oregon
$243K -$6.27K -50 -2%
Wedbush Securities
248
Wedbush Securities
California
$243K +$8.53K +68 +3%
CBU
249
CIBC Bank USA
Illinois
$243K +$29.5K +235 +13%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$240K -$38K -303 -13%