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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$84K
CHA
302
Carmichael Hill & Associates
Maryland
$83K
CBT
303
CoreFirst Bank & Trust
Kansas
$82K
SWM
304
Spire Wealth Management
Virginia
$81K +$86.7K +573 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$79K +$908 +6 +1%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$78.3K +$3.02K +20 +4%
RE
307
RBC Europe
United Kingdom
$78K +$75.6K +500 New
BC
308
Bartlett & Co
Ohio
$78K +$3.02K +20 +4%
SSB
309
Sandy Spring Bank
Maryland
$63K
BCA
310
Berman Capital Advisors
Georgia
$63K +$3.63K +24 +6%
WB
311
Webster Bank
Connecticut
$62K
CFB
312
Cullen/Frost Bankers
Texas
$61K -$461K -3,050 -89%
AF
313
Advisornet Financial
Minnesota
$58K +$15.6K +103 +38%
GWS
314
Glassman Wealth Services
Virginia
$57K -$4.24K -28 -7%
AWC
315
Abundance Wealth Counselors
Pennsylvania
$56K +$54.5K +360 New
OC
316
Oakworth Capital
Alabama
$51K
AF
317
Allworth Financial
California
$48K
LF
318
Lee Financial
Texas
$47K
OIA
319
Optimum Investment Advisors
Illinois
$47K
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$47K +$45.4K +300 New
TCWM
321
Total Clarity Wealth Management
Illinois
$47K +$45.4K +300 New
MRCM
322
M&R Capital Management
New Jersey
$46K -$45.4K -300 -50%
HR
323
Howe & Rusling
New York
$45K -$1.06K -7 -2%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$44K +$11.3K +75 +36%
IBOK
325
Independence Bank of Kentucky
Kentucky
$43K -$3.78K -25 -8%