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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$52K
HI
302
Harbour Investments
Wisconsin
$50K
HPC
303
HM Payson & Co
Maine
$49K
JWM
304
Janiczek Wealth Management
Colorado
$48K +$8.32K +83 +22%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$44K -$27K -269 -39%
PCG
306
Private Capital Group
Connecticut
$44K -$5.21K -52 -11%
CBT
307
Central Bank & Trust
Kentucky
$44K
GAM
308
Gemmer Asset Management
California
$43K
SWM
309
Spire Wealth Management
Virginia
$42K -$6.11K -61 -13%
OSNBOA
310
Old Second National Bank of Aurora
Illinois
$41K
BWP
311
Baldwin Wealth Partners
Massachusetts
$40K
BWA
312
BDO Wealth Advisors
Florida
$40K
PP
313
Pacifica Partners
Canada
$38K +$1K +10 +3%
JCM
314
Jacobi Capital Management
Pennsylvania
$36K
COCM
315
Charter Oak Capital Management
New Hampshire
$34K -$7.92K -79 -20%
ZB
316
Zions Bancorporation
Utah
$34K +$2.61K +26 +9%
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$2.61K -26 -8%
CBT
318
CoreFirst Bank & Trust
Kansas
$33K
RDWM
319
Red Door Wealth Management
Tennessee
$33K +$32.1K +320 New
WBC
320
West Branch Capital
Massachusetts
$31K +$29.6K +295 New
CFN
321
Cordasco Financial Network
Florida
$30K
SIM
322
Sonora Investment Management
Arizona
$28K +$26.4K +263 New
FF
323
FourThought Financial
Florida
$27K -$7.02K -70 -21%
CTC
324
Central Trust Company
Missouri
$27K
ETC
325
Exchange Traded Concepts
Oklahoma
$25K +$24.3K +242 New