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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
301
Harel Insurance Investments & Financial Services
Israel
$68K -$250K -1,778 -79%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$66K -$11.1K -79 -15%
JWM
303
Janiczek Wealth Management
Colorado
$63.5K -$4.78K -34 -7%
EI
304
Ellevest Inc
New York
$58.2K -$32.5K -231 -36%
CBT
305
CoreFirst Bank & Trust
Kansas
$56.4K
CFB
306
Cullen/Frost Bankers
Texas
$55.8K
GWM
307
Geneos Wealth Management
Colorado
$53.6K -$11.2K -80 -17%
BWL
308
Bogart Wealth LLC
Virginia
$47.6K +$19.1K +136 +68%
GRP
309
Global Retirement Partners
California
$47.5K -$10.1K -72 -17%
ATC
310
Adirondack Trust Company
New York
$47.5K -$4.22K -30 -8%
CFGS
311
Concourse Financial Group Securities
Alabama
$47.3K -$984 -7 -2%
MA
312
Montag & Associates
Georgia
$46K
EWA
313
EverSource Wealth Advisors
Alabama
$45.6K -$3.37K -24 -7%
JWA
314
JFS Wealth Advisors
Pennsylvania
$45.5K -$281 -2 -0.6%
LF
315
Lee Financial
Texas
$42.5K
IGWM
316
ICA Group Wealth Management
Colorado
$42.1K
HBW
317
Hazlett, Burt & Watson
West Virginia
$39K
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$39K -$50K -356 -56%
IBOK
319
Independence Bank of Kentucky
Kentucky
$39K
FP
320
Financial Perspectives
Minnesota
$37.8K +$2.81K +20 +8%
PTC
321
Private Trust Company
Ohio
$37.1K +$18.3K +130 +98%
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$35.4K -$7.03K -50 -17%
OC
323
Oakworth Capital
Alabama
$35.4K
FMP
324
Financial Management Professionals
Texas
$35K +$562 +4 +2%
SWA
325
SOA Wealth Advisors
New York
$34.7K