Servisfirst BancsharesSFBS

13F holders, Q3 2025 (September 30)
311holders +3
32new positions
25sold out
7famous investors
$80.51avg. 13F price*

At the end of Q3 2025, 311 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 3 from Q2 2025. 32 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($589.3M), Vanguard Group Inc. ($474.0M) and Champlain Investment Partners, LLC ($217.1M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Servisfirst Bancshares Inc.
CUSIP
81768T108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 252Q1 2024Q2 2024: 260Q2 2024Q3 2024: 282Q3 2024Q4 2024: 291Q4 2024Q1 2025: 304Q1 2025Q2 2025: 308Q2 2025Q3 2025: 311Q3 2025Q4 2025: 323Q4 2025Q1 2026: 344Q1 2026Q2 2026: 356Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$12.4M
Exits25$34.1M

All 13F filers, Q2 2025 → Q3 2025: 1,349,692 shares bought and 2,577,281 shares sold, net −1,227,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

BlackRock, Inc. 0.01% Reduce -3.9% 7,317,380 $589.3M
Vanguard Group Inc. 0.01% Reduce -1.0% 5,885,697 $474.0M
Champlain Investment Partners, LLC 1.64% Add +5.0% 2,696,260 $217.1M
State Street Corp. 0.01% Reduce -0.6% 2,381,074 $191.7M
Kayne Anderson Rudnick Investment Management LLC 0.38% Reduce -9.4% 1,935,710 $155.9M
Geode Capital Management, LLC 0.01% Add +0.3% 1,181,620 $95.2M
Dimensional Fund Advisors LP 0.02% Reduce -0.0% 1,121,797 $90.3M
Principal Financial Group Inc. 0.04% Reduce -3.9% 1,016,556 $81.9M
Victory Capital Management Inc. 0.05% Reduce -6.3% 996,465 $80.2M
Welch Group, LLC 3.09% Add +1.0% 983,776 $79.2M
JPMorgan Chase & Co. 0.00% Add +26.2% 962,164 $77.5M
Stonegate Investment Group, LLC 1.72% Reduce -1.9% 919,701 $74.1M
Davis Asset Management, L.P. 2.19% No change 763,562 $61.5M
Wasatch Advisors LP 0.29% Add +31.6% 667,781 $53.8M
Northern Trust Corp. 0.01% Reduce -0.9% 622,281 $50.1M
Morgan Stanley 0.00% Reduce -14.5% 549,471 $44.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 540,247 $43.5M
First Trust Advisors LP 0.03% Add +61.6% 528,011 $42.5M
Deprince Race & Zollo Inc. 0.83% Add +10.5% 514,203 $41.4M
Bank of New York Mellon Corp 0.01% Reduce -2.0% 435,776 $35.1M
Goldman Sachs Group Inc. 0.00% Add +32.8% 421,587 $34.0M
Bragg Financial Advisors, Inc 1.12% Add +0.1% 420,200 $33.8M
Wells Fargo & Company 0.01% Reduce -19.2% 366,076 $29.5M
JARISLOWSKY, FRASER Ltd 0.13% Reduce -1.0% 303,115 $24.4M
Creative Planning 0.02% Add +1.1% 245,729 $19.8M
Sei Investments Co. 0.02% Add +8.2% 235,892 $19.0M
Raymond James Financial Inc. 0.01% Add +5.0% 224,801 $18.1M
Public Sector Pension Investment Board 0.06% Add +14.4% 195,976 $15.8M
Ceredex Value Advisors LLC 0.31% Reduce -9.5% 167,750 $13.5M
Waverly Advisors, LLC 0.13% Reduce -0.9% 156,917 $12.6M
Mutual of America Capital Management LLC 0.13% Reduce -0.3% 152,923 $12.3M
Rhumbline Advisers 0.01% Reduce -0.4% 140,658 $11.3M
Envestnet Asset Management Inc. 0.00% Reduce -9.0% 136,559 $11.0M
Legal & General Group Plc 0.00% Reduce -4.2% 133,750 $10.8M
Invesco Ltd. 0.00% Reduce -0.1% 120,688 $9.7M
Clarkston Capital Partners, LLC 0.21% No change 120,000 $9.7M
Nuveen, LLC 0.00% Reduce -10.4% 118,906 $9.6M
Bank of America Corp. 0.00% Add +0.9% 116,068 $9.3M
Ameriprise Financial Inc. 0.00% Add +13.1% 115,066 $9.3M
UBS Group AG 0.00% Reduce -39.5% 103,438 $8.3M
Swiss National Bank 0.00% Add +1.5% 100,568 $8.1M
Royal Bank of Canada 0.00% Reduce -9.2% 97,589 $7.9M
Leavell Investment Management, Inc. 0.32% No change 95,272 $7.7M
Federated Hermes, Inc. 0.01% Add +33.0% 92,376 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.0% 82,995 $6.7M
Janus Henderson Group PLC 0.00% Add +281.9% 81,990 $6.6M
California Public Employees Retirement System 0.00% Add +4.8% 81,562 $6.6M
Barclays PLC 0.00% Reduce -30.9% 81,114 $6.5M
Fisher Asset Management 0.00% Reduce -1.5% 76,887 $6.2M
Stifel Financial Corp. 0.01% Reduce -4.6% 74,803 $6.0M
Millennium Management 0.00% Add +9.6% 74,050 $6.0M
Mitchell McLeod Pugh & Williams Inc. 0.90% Reduce -0.1% 78,878 $5.6M
Alliancebernstein L.P. 0.00% Add +0.2% 66,163 $5.3M
TrueWealth Advisors, LLC 1.43% No change 65,563 $5.3M
Russell Investments Group, Ltd. 0.01% Add +48.7% 61,821 $5.0M
Qube Research & Technologies Ltd 0.01% Reduce -41.7% 58,475 $4.7M
Prudential Financial Inc. 0.00% Reduce -3.5% 50,486 $4.1M
HighTower Advisors, LLC 0.00% Reduce -4.2% 49,881 $4.0M
Jane Street Group, LLC 0.00% Add +132.8% 48,017 $3.9M
California State Teachers Retirement System 0.00% Add +0.0% 47,869 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +5.6% 47,031 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.5% 45,704 $3.7M
Blue Trust, Inc. 0.04% Reduce -12.9% 45,697 $3.7M
Deutsche Bank AG 0.00% Add +12.1% 41,228 $3.3M
Squarepoint Ops LLC 0.01% Add +16.9% 41,037 $3.3M
Citigroup Inc. 0.00% Reduce -43.1% 40,199 $3.2M
Rafferty Asset Management, LLC 0.01% Add +8.3% 38,725 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -5.2% 37,873 $3.0M
Citadel Advisors 0.00% Reduce -29.2% 36,338 $2.9M
Wedge Capital Management L L P 0.05% Reduce -7.9% 35,478 $2.9M
Susquehanna Portfolio Strategies, LLC 0.04% Add +131.4% 35,265 $2.8M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 34,186 $2.8M
Savant Capital, LLC 0.02% Add +3.9% 33,978 $2.7M
Vest Financial, LLC 0.04% Add +127.8% 33,439 $2.7M
Intech Investment Management LLC 0.02% Reduce -0.8% 33,224 $2.7M
Eubel Brady & Suttman Asset Management Inc. 0.33% No change 32,950 $2.7M
American Century Companies Inc. 0.00% Reduce -2.9% 32,929 $2.7M
Daiwa Securities Group Inc. 0.01% Reduce -7.2% 32,566 $2.6M
Watchman Group, Inc. 0.63% New 32,287 $2.6M
Cetera Investment Advisers 0.00% Add +4.2% 32,055 $2.6M
EverSource Wealth Advisors, LLC 0.10% Reduce -0.3% 31,902 $2.6M
HHM Wealth Advisors, LLC 0.29% Reduce -1.0% 31,049 $2.5M
Regions Financial Corp. 0.02% Reduce -6.8% 30,672 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -2.1% 30,144 $2.4M
M&T Bank Corp 0.01% Reduce -9.2% 27,999 $2.3M
State of Alaska, Department of Revenue 0.02% Reduce -7.9% 27,561 $2.2M
Illinois Municipal Retirement Fund 0.03% Add +2.2% 27,490 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 27,189 $2.2M
GAMCO Investors 0.02% No change 26,000 $2.1M
Franklin Resources Inc. 0.00% Add +0.3% 25,859 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +0.2% 25,680 $2.1M
BNP Paribas Financial Markets 0.00% Reduce -46.7% 25,637 $2.1M
D. E. Shaw & Co. 0.00% Reduce -64.8% 25,424 $2.0M
Bank of Montreal 0.00% Reduce -12.2% 25,019 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -34.7% 24,319 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.4% 23,931 $1.9M
Comerica Bank 0.01% Reduce -12.1% 23,803 $1.9M
Zacks Investment Management 0.02% New 23,600 $1.9M
Dark Forest Capital Management LP 0.07% Reduce -47.5% 23,596 $1.9M
Bessemer Group Inc. 0.00% Add +0.4% 23,454 $1.9M
Diversified Trust Co. 0.04% Add +5.7% 23,336 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -1.7% 23,100 $1.9M
Keel Point, LLC 0.11% Add +0.3% 22,590 $1.8M
AlphaQuest LLC 0.12% Reduce -41.4% 22,488 $1.8M
Los Angeles Capital Management LLC 0.01% Reduce -0.6% 21,848 $1.8M
Natixis Advisors, LLC 0.00% Add +4.7% 21,626 $1.7M
LPL Financial LLC 0.00% Add +19.2% 20,466 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -76.0% 19,939 $1.6M
HB Wealth Management, LLC 0.01% New 19,130 $1.5M
Holocene Advisors, LP 0.00% Add +209.3% 18,094 $1.5M
Captrust Financial Advisors 0.00% Reduce -5.1% 17,720 $1.4M
New York State Common Retirement Fund 0.00% No change 16,430 $1.3M
Smith Thornton Advisors LLC 0.68% Reduce -1.8% 16,155 $1.3M
Park Place Capital Corp 0.27% No change 15,900 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -16.5% 15,797 $1.3M
Arizona State Retirement System 0.01% Add +1.4% 15,352 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +87.2% 14,611 $1.2M
Amalgamated Bank 0.01% Add +1.3% 14,510 $1.2M
&partners 0.01% Reduce -2.3% 14,444 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.5% 14,289 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.8% 14,244 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.2% 14,200 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +15.8% 13,970 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +15.7% 13,540 $1.1M
New York State Teachers Retirement System 0.00% Reduce -0.7% 13,535 $1.1M
Red Door Wealth Management, LLC 0.12% Reduce -2.7% 13,489 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +1.5% 13,477 $1.1M
Dynamic Technology Lab Private Ltd 0.18% New 13,179 $1.1M
Handelsbanken Fonder AB 0.00% No change 12,923 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.8% 12,797 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -24.5% 11,928 $1.0M
Aquatic Capital Management LLC 0.02% Reduce -23.1% 12,550 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -2.8% 12,322 $992K
Oakworth Capital, Inc. 0.06% No change 12,235 $985K
US Bancorp \de 0.00% Reduce -4.8% 12,185 $981K
Mariner, LLC 0.00% Add +27.4% 12,167 $980K
Tudor Investment Corporation 0.01% Reduce -6.9% 11,537 $929K
Index Fund Advisors, Inc. 0.04% Add +0.1% 11,511 $927K
Brown Brothers Harriman & Co. 0.01% No change 11,437 $921K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.0% 11,335 $913K
Norden Group LLC 0.09% Reduce -26.7% 11,276 $908K
AQR Capital Management 0.00% Add +1.5% 11,178 $900K
KLP Kapitalforvaltning As 0.00% No change 11,000 $886K
SG Americas Securities, LLC 0.00% Add +66.7% 10,883 $876K
Ensign Peak Advisors, Inc 0.00% Reduce -43.1% 10,842 $873K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,945 $801K
Everstar Asset Management, LLC 0.45% No change 9,938 $800K
ProShare Advisors LLC 0.00% Reduce -15.6% 9,701 $781K
Pathstone Holdings, LLC 0.00% Add +31.8% 9,526 $767K
Voya Investment Management LLC 0.00% Reduce -33.5% 9,302 $749K
Luken Investment Analytics, LLC 0.29% Reduce -7.5% 9,201 $741K
Teacher Retirement System of Texas 0.00% Reduce -29.7% 9,126 $735K
Arcus Capital Partners, LLC 0.32% Add +0.4% 9,088 $732K
Aptus Capital Advisors, LLC 0.01% Reduce -0.0% 9,021 $726K
NJ State Employees Deferred Compensation Plan 0.08% No change 9,000 $725K
Sunburst Financial Group, LLC 0.15% No change 8,842 $712K
Sanctuary Advisors, LLC 0.00% Reduce -90.2% 8,837 $712K
Atria Investments, Inc 0.01% Add +2.5% 8,837 $712K
Inspire Advisors, LLC 0.07% Add +1.3% 8,827 $711K
Equitable Holdings, Inc. 0.01% No change 8,573 $690K
Gibbs Wealth Management 0.15% Reduce -20.9% 8,496 $684K
Portside Wealth Group, LLC 0.09% Reduce -30.9% 8,472 $682K
Fifth Third Wealth Advisors LLC 0.03% Add +0.3% 8,472 $682K
Jefferies Financial Group Inc. 0.01% New 8,330 $671K
Summit Wealth Group LLC / Co. 0.07% New 12,470 $651K
Janney Montgomery Scott LLC 0.00% Add +2.4% 7,797 $628K
Pictet Asset Management Holding SA 0.00% Reduce -3.6% 7,711 $621K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.0% 7,574 $610K
Quantinno Capital Management LP 0.00% Add +55.8% 7,496 $604K
Gsa Capital Partners LLP 0.05% New 7,465 $601K
Aviso Financial Inc. 0.02% Reduce -3.5% 7,352 $592K
Maryland State Retirement & Pension System 0.01% Reduce -51.1% 7,224 $582K
Firethorn Wealth Partners, LLC 0.20% No change 6,187 $498K
Clearstead Advisors, LLC 0.01% No change 6,140 $494K
Entropy Technologies, LP 0.04% New 6,079 $490K
Montag A & Associates Inc. 0.02% No change 6,000 $483K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +113.5% 5,745 $463K
Inceptionr LLC 0.11% New 5,681 $456K
Inspire Investing, LLC 0.04% Add +12.6% 5,633 $454K
Keybank National Association 0.00% Add +2.4% 5,554 $447K
CIBC Bancorp USA Inc. 0.00% — 5,503 $443K
Alps Advisors Inc. 0.00% New 5,450 $439K
CIBC Private Wealth Group LLC 0.00% No change 5,377 $433K
Praxis Investment Management Inc. 0.03% No change 5,330 $429K
Independent Advisor Alliance 0.01% No change 5,322 $429K
Orion Porfolio Solutions, LLC 0.00% Add +2.4% 5,045 $406K
Butensky & Cohen Financial Security, Inc. 0.11% Reduce -13.8% 5,010 $403K
Avantax Planning Partners, Inc. 0.01% No change 5,000 $403K
State of Wisconsin Investment Board 0.00% Add +1.0% 4,953 $399K
Schonfeld Strategic Advisors LLC 0.00% Add +17.6% 4,945 $398K
Two Sigma Investments, LP 0.00% Add +37.2% 4,754 $383K
Balyasny Asset Management L.P. 0.00% Add +4.9% 4,729 $381K
Lido Advisors, LLC 0.00% Add +4.8% 4,590 $370K
FMR LLC 0.00% Add +3.0% 4,556 $367K
Quadrant Capital Group LLC 0.01% Reduce -7.2% 4,529 $365K
Alliance Wealth Advisors, LLC 0.08% Reduce -20.9% 4,479 $361K
Sagespring Wealth Partners, LLC 0.01% Add +0.0% 4,315 $348K
Ameritas Investment Partners, Inc. 0.01% Reduce -18.2% 4,313 $347K
Resolute Wealth Strategies, LLC 0.16% Add +0.2% 4,265 $343K
Xponance LLC 0.00% Add +1.1% 4,053 $326K
Fiduciary Trust Co 0.00% Add +20.9% 3,974 $320K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $306K
Coldstream Capital Management Inc. 0.00% Reduce -8.4% 3,791 $305K
Algert Global LLC 0.01% Reduce -61.7% 3,732 $301K
Profund Advisors LLC 0.01% Reduce -9.0% 3,684 $297K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.7% 3,615 $291K
Evergreen Capital Management LLC 0.01% New 3,538 $285K
RFG Advisory, LLC 0.01% Add +0.1% 3,481 $280K
Arlington Trust Co LLC 0.05% Reduce -0.2% 3,350 $270K
Hancock Whitney Corp. 0.00% New 3,286 $265K
STRS Ohio 0.00% Reduce -5.9% 3,200 $258K
Occudo Quantitative Strategies LP 0.03% Reduce -78.0% 3,190 $257K
EntryPoint Capital, LLC 0.10% Reduce -26.5% 3,130 $252K
Fairvoy Private Wealth, LLC 0.06% Reduce -11.4% 3,100 $250K
OMERS ADMINISTRATION Corp 0.00% New 3,100 $250K
Mackenzie Financial Corp. 0.00% No change 3,082 $248K
Moody National Bank Trust Division 0.02% Add +1.6% 3,048 $245K
Corient Private Wealth LP 0.00% Add +17.3% 3,047 $245K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,012 $243K
LifeSteps Financial, Inc. 0.16% No change 3,000 $242K
Arete Wealth Advisors, LLC 0.01% Add +0.3% 2,912 $235K
Verition Fund Management LLC 0.00% Reduce -84.4% 2,836 $228K
Journey Strategic Wealth LLC 0.01% Add +0.0% 2,727 $220K
Summit Financial, LLC 0.00% No change 2,725 $219K
Callan Family Office, LLC 0.01% Reduce -66.5% 2,683 $216K
AE Wealth Management LLC 0.00% New 2,673 $215K
Wallace Advisory Group, LLC 0.17% Reduce -28.5% 2,754 $213K
Numerai GP LLC 0.03% Reduce -7.8% 2,646 $213K
Forum Financial Management, LP 0.00% New 2,565 $207K
Commonwealth Equity Services, LLC 0.00% Reduce -13.3% 2,558 $206K
Mechanics Bank Trust Department 0.03% Reduce -3.7% 2,525 $203K
Vise Technologies, Inc. 0.01% New 2,516 $203K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 2,115 $170K
CI Investments Inc. 0.00% Reduce -8.5% 2,083 $168K
Advisory Services Network, LLC 0.00% New 1,788 $144K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.3% 1,759 $142K
Nisa Investment Advisors, LLC 0.00% Add +106.9% 1,680 $135K
KBC Group NV 0.00% No change 1,633 $132K
Signaturefd, LLC 0.00% Add +7.7% 1,380 $111K
GAMMA Investing LLC 0.01% Add +20.3% 1,356 $109K
Smartleaf Asset Management LLC 0.01% Add +21.8% 1,248 $102K
Cwm, LLC 0.00% Add +6.8% 814 $66K
Rockefeller Capital Management L.P. 0.00% New 661 $53K
Eukles Asset Management 0.02% Reduce -11.6% 604 $49K
Covestor Ltd 0.03% Reduce -0.9% 566 $46K
Fifth Third Bancorp 0.00% Add +105.1% 566 $46K
National Bank of Canada 0.00% Add +2.9% 422 $34K
State of Wyoming 0.00% Add +10.5% 410 $33K
Danske Bank A/S 0.00% Reduce -68.7% 400 $32K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -9.2% 394 $32K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 384 $31K
Hantz Financial Services, Inc. 0.00% Add +214.1% 311 $25K
Public Employees Retirement System of Ohio 0.00% Add +5.3% 299 $24K
NewEdge Advisors, LLC 0.00% No change 299 $24K
Root Financial Partners, LLC 0.00% New 287 $23K
Whittier Trust Co. of Nevada Inc. 0.00% No change 257 $21K
Cullen/Frost Bankers, Inc. 0.00% New 255 $21K
Caitong International Asset Management Co., Ltd 0.01% New 238 $19K
Optiver Holding B.V. 0.00% Add +30.9% 237 $19K
UMB Bank, n.a. 0.00% Add +13.9% 230 $19K
Larson Financial Group LLC 0.00% Add +675.0% 217 $17K
Quarry LP 0.00% New 162 $13K
Harbor Capital Advisors, Inc. 0.00% Add +1.2% 167 $13K
Allworth Financial LP 0.00% Add +380.6% 149 $12K
Financial Network Wealth Advisors LLC 0.01% No change 139 $11K
Sterling Capital Management LLC 0.00% No change 125 $10K
Arax Advisory Partners 0.00% New 125 $10K
Principal Securities, Inc. 0.00% Add +7.1% 121 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.0% 111 $9K
Wealthspire Advisors, LLC 0.00% New 105 $8K
Wolff Wiese Magana LLC 0.00% No change 104 $8K
Caitlin John, LLC 0.01% New 99 $8K
Bare Financial Services, Inc 0.00% Add +2.1% 96 $8K
Farther Finance Advisors, LLC 0.00% Add +29.2% 93 $7K
Hemington Wealth Management 0.00% Add +13.4% 76 $6K
Rothschild Investment LLC 0.00% Reduce -7.1% 65 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 62 $5K
Salomon & Ludwin, LLC 0.00% New 55 $4K
JFS Wealth Advisors, LLC 0.00% No change 51 $4K
Parkside Financial Bank & Trust 0.00% No change 46 $4K
Jones Financial Companies LLLP 0.00% No change 41 $3K
Spire Wealth Management 0.00% No change 40 $3K
Exchange Traded Concepts, LLC 0.00% Reduce -97.1% 37 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $3K
Albion Financial Group 0.00% No change 33 $3K
Farmers & Merchants Investments Inc. 0.00% No change 31 $2K
Clearstead Trust, LLC 0.00% No change 30 $2K
TD Waterhouse Canada Inc. 0.00% No change 30 $2K
Sagard Holdings Management Inc. 0.01% No change 24 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 20 $2K
Fortitude Family Office, LLC 0.00% No change 17 $1K
Parallel Advisors, LLC 0.00% No change 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
Scarborough Advisors, LLC 0.00% No change 13 $1K
SBI Securities Co., Ltd. 0.00% No change 12 $966
Activest Wealth Management 0.00% No change 9 $725
IFP Advisors, Inc 0.00% No change 9 $725
SJS Investment Consulting Inc. 0.00% No change 7 $564
Essential Partners LLC 0.00% New 6 $483
Rialto Wealth Management, LLC 0.00% Add +66.7% 5 $403
Abound Wealth Management 0.00% No change 4 $323
Bay Harbor Wealth Management, LLC 0.00% No change 4 $322
Huntington National Bank 0.00% No change 4 $322
Cornerstone Planning Group LLC 0.00% Add +53.9% 40 $290
HFM Investment Advisors, LLC 0.00% No change 3 $242
Assetmark, Inc. 0.00% Reduce -78.6% 3 $242
Turning Point Benefit Group, Inc. 0.00% New 2 $160
TFC Financial Management, Inc. 0.00% No change 1 $81
True Wealth Design, LLC 0.00% No change 1 $81
Avion Wealth 0.00% New 6 $0
Cloud Capital Management, LLC 0.00% New 6 $0

"% of holder's portfolio" is SFBS's weight in each manager's 13F, not the share of Servisfirst Bancshares Inc. the manager owns.