CBSH Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $119,275.00
Insider Selling (Last 12 Months): $3,561,437.14

Commerce Bancshares Insider Trading History Chart

This chart shows the insider buying and selling history at Commerce Bancshares by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Commerce Bancshares Share Price & Price History

Current Price: $55.85
Price Change: ▲ Price Increase of +0.045 (0.08%)
As of 11/3/2026 12:59 PM ET

This chart shows the closing price history over time for CBSH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Commerce Bancshares Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/27/2026Douglas D. NeffSVPSell666$58.15$38,727.9011,746View SEC Filing Icon  
8/14/2026David L. OrfVPSell642$60.35$38,744.7024,962View SEC Filing Icon  
7/30/2026Robert S. HolmesEVPSell5,000$60.20$301,000.0055,962View SEC Filing Icon  
7/29/2026John W. KemperCEOSell5,830$60.58$353,181.40206,528View SEC Filing Icon  
7/28/2026Derrick R. BrooksSVPSell1,041$59.63$62,074.8313,117View SEC Filing Icon  
7/27/2026Charles G. KimCFOSell19,771$59.18$1,170,047.78119,410View SEC Filing Icon  
6/16/2026June McAllister FowlerDirectorSell200$55.03$11,006.006,233View SEC Filing Icon  
3/13/2026Timothy S DunnDirectorBuy2,500$47.71$119,275.005,403View SEC Filing Icon  
3/5/2026Kim L JakovichSVPSell949$51.45$48,826.0512,741View SEC Filing Icon  
3/5/2026Margaret M RoweSVPSell861$51.69$44,505.095,742View SEC Filing Icon  
2/5/2026John W. KemperCEOSell23,397$53.99$1,263,204.03206,528View SEC Filing Icon  
2/4/2026David L. RollerSVPSell1,134$54.48$61,780.3230,535View SEC Filing Icon  
2/4/2026Derrick R. BrooksSVPSell1,044$54.40$56,793.6014,585View SEC Filing Icon  
2/3/2026David L. RollerSVPSell2,092$53.32$111,545.4428,933View SEC Filing Icon  
5/1/2025June McAllister FowlerDirectorSell1,698$57.83$98,192.913,333View SEC Filing Icon  
2/7/2025Charles G. KimCFOSell14,167$64.53$914,243.7390,558View SEC Filing Icon  
2/5/2025David L. OrfVPSell1,087$64.99$70,644.6523,283View SEC Filing Icon  
2/4/2025John K. HandyEVPSell5,086$64.05$325,746.1942,687View SEC Filing Icon  
2/4/2025John W. KemperCEOSell27,344$64.08$1,752,099.35222,525View SEC Filing Icon  
2/4/2025Patricia R. KellerhalsSVPSell1,804$64.10$115,627.8119,622View SEC Filing Icon  
2/3/2025David W. KemperChairmanSell3,893$63.01$245,296.081,268,726View SEC Filing Icon  
1/27/2025John K. HandyEVPSell2,858$63.50$181,496.6141,619View SEC Filing Icon  
1/24/2025Kevin G. BarthEVPSell26,113$62.91$1,642,880.7447,786View SEC Filing Icon  
12/17/2024Kevin G. BarthEVPSell1,661$64.32$106,841.8568,679View SEC Filing Icon  
12/16/2024Patricia R. KellerhalsSVPSell1,050$64.47$67,690.0022,328View SEC Filing Icon  
12/9/2024Patricia R. KellerhalsSVPSell525$65.29$34,275.0023,378View SEC Filing Icon  
12/5/2024David W. KemperChairmanSell4,725$65.92$311,490.0024,911View SEC Filing Icon  
12/3/2024Derrick R. BrooksSVPSell39$65.57$2,557.2911,313View SEC Filing Icon  
11/18/2024David L. RollerSVPSell934$68.83$64,285.8932,496View SEC Filing Icon  
11/12/2024Douglas D. NeffSVPSell932$68.67$63,997.338,439View SEC Filing Icon  
10/22/2024David W. KemperChairmanSell31,500$58.84$1,853,400.001,209,593View SEC Filing Icon  
9/16/2024Patricia R. KellerhalsSVPSell2,100$59.27$124,460.0024,550View SEC Filing Icon  
9/4/2024John K. HandyEVPSell1,397$60.76$84,884.3843,625View SEC Filing Icon  
8/12/2024Patricia R. KellerhalsSVPSell1,575$57.92$91,230.0026,650View SEC Filing Icon  
7/31/2024June McAllister FowlerDirectorSell1,611$62.06$99,974.062,858View SEC Filing Icon  
7/30/2024Charles G. KimCFOSell5,546$61.90$343,323.8193,945View SEC Filing Icon  
7/30/2024David L. OrfVPSell2,207$61.74$136,266.4920,097View SEC Filing Icon  
7/29/2024John K. HandyEVPSell6,745$61.91$417,611.8644,864View SEC Filing Icon  
7/25/2024John W. KemperCEOSell5,413$62.11$336,224.63208,212View SEC Filing Icon  
7/25/2024Robert S. HolmesEVPSell3,984$61.67$245,680.0052,807View SEC Filing Icon  
7/23/2024David L. RollerSVPSell904$61.24$55,359.2432,496View SEC Filing Icon  
7/22/2024Jonathan M. KemperDirectorSell20,607$60.63$1,249,372.971,046,967View SEC Filing Icon  
5/10/2024John W. KemperCEOSell27,910$54.07$1,509,000.67208,306View SEC Filing Icon  
3/11/2024Robert S. HolmesEVPSell5,250$50.15$263,300.0052,807View SEC Filing Icon  
2/13/2024Douglas D. NeffSVPSell644$47.86$30,820.008,439View SEC Filing Icon  
2/6/2024David L. RollerSVPSell1,461$48.21$70,434.1132,496View SEC Filing Icon  
2/6/2024David W. KemperDirectorSell3,013$48.39$145,800.501,241,093View SEC Filing Icon  
1/29/2024Benjamin F. Rassieur, IIIDirectorSell1,874$51.27$96,073.7335,245View SEC Filing Icon  
1/24/2024John K. HandyEVPSell1,583$52.18$82,602.4548,850View SEC Filing Icon  
1/24/2024Patricia R. KellerhalsSVPSell766$52.26$40,028.9726,777View SEC Filing Icon  
1/22/2024Derrick R. BrooksSVPSell443$52.31$23,175.238,956View SEC Filing Icon  
12/5/2023David W. KemperDirectorSell21,000$48.57$1,020,000.001,240,230View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Commerce Bancshares (NASDAQ:CBSH)

70.26% of Commerce Bancshares stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CBSH by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Commerce Bancshares Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026QTR Family Wealth LLC4,530$0.25M0.1%-11.9%0.003%Search for SEC Filing on Google Icon
11/2/2026Commonwealth Equity Services LLC22,803$1.25M0.0%+3.4%0.016%Search for SEC Filing on Google Icon
10/31/2026Boston Trust Walden Corp2,005,630$109.79M0.9%-5.1%1.398%Search for SEC Filing on Google Icon
10/31/2026Chicago Partners Investment Group LLC20,261$1.14M0.0%-2.9%0.014%Search for SEC Filing on Google Icon
10/30/2026Provenance Wealth Advisors LLC1,017$56K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/30/2026Mountain Pacific Investment Advisers LLC30,059$1.65M0.3%-1.1%0.021%Search for SEC Filing on Google Icon
10/29/2026Profund Advisors LLC4,083$0.22M0.0%-6.5%0.003%Search for SEC Filing on Google Icon
10/29/2026ProShare Advisors LLC467,398$25.59M0.0%-11.1%0.326%Search for SEC Filing on Google Icon
10/28/2026Outlook Wealth Advisors LLC5,142$0.28M0.1%-13.5%0.004%Search for SEC Filing on Google Icon
10/28/2026VIRGINIA RETIREMENT SYSTEMS ET Al10,400$0.57M0.0%+18.2%0.007%Search for SEC Filing on Google Icon
10/28/2026Parcion Private Wealth LLC8,497$0.47M0.0%+41.9%0.006%Search for SEC Filing on Google Icon
10/28/2026Soltis Investment Advisors LLC4,405$0.24M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/28/2026ICW Investment Advisors LLC9,835$0.54M0.2%-7.1%0.007%Search for SEC Filing on Google Icon
10/28/2026VestGen Advisors LLC11,051$0.61M0.0%+2.9%0.008%Search for SEC Filing on Google Icon
10/27/2026Laurel Wealth Advisors LLC648$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/27/2026SYM FINANCIAL Corp4,837$0.27M0.0%+14.1%0.003%Search for SEC Filing on Google Icon
10/26/2026Oppenheimer & Co. Inc.97,955$5.36M0.1%-1.3%0.068%Search for SEC Filing on Google Icon
10/24/2026Apollon Wealth Management LLC18,103$0.99M0.0%+2.7%0.013%Search for SEC Filing on Google Icon
10/23/2026Signaturefd LLC1,455$80K0.0%-18.6%0.001%Search for SEC Filing on Google Icon
10/23/2026Citizens Financial Group Inc. RI19,716$1.08M0.0%+57.4%0.014%Search for SEC Filing on Google Icon
10/23/2026Evergreen Capital Management LLC6,172$0.34M0.0%-6.0%0.004%Search for SEC Filing on Google Icon
10/23/2026Sterling Capital Management LLC3,850$0.21M0.0%-5.5%0.003%Search for SEC Filing on Google Icon
10/22/2026Yousif Capital Management LLC34,828$1.91M0.0%-7.0%0.024%Search for SEC Filing on Google Icon
10/22/2026MBL Wealth LLC7,148$0.39M0.0%+89.8%0.005%Search for SEC Filing on Google Icon
10/22/2026Root Financial Partners LLC2,014$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
10/22/2026Vest Financial LLC73,926$4.05M0.0%-26.9%0.052%Search for SEC Filing on Google Icon
10/21/2026Cooke & Bieler LP558,940$30.60M0.5%-5.5%0.390%Search for SEC Filing on Google Icon
10/21/2026Crossmark Global Holdings Inc.7,768$0.43M0.0%-3.6%0.005%Search for SEC Filing on Google Icon
10/21/2026Nisa Investment Advisors LLC12,451$0.68M0.0%+14.1%0.009%Search for SEC Filing on Google Icon
10/20/202655 North Private Wealth LLC31,996$1.75M0.3%N/A0.022%Search for SEC Filing on Google Icon
10/19/2026Clark Financial Services Group Inc. BD10,719$0.59M0.3%-3.7%0.007%Search for SEC Filing on Google Icon
10/19/2026Arkfeld Wealth Strategies L.L.C.225,750$12.17M3.2%N/A0.157%Search for SEC Filing on Google Icon
10/17/2026IFP Advisors Inc2,492$0.14M0.0%+14.3%0.002%Search for SEC Filing on Google Icon
10/17/2026Counterpoint Mutual Funds LLC4,665$0.26M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/15/2026State of Alaska Department of Revenue12,774$0.70M0.0%-3.8%0.009%Search for SEC Filing on Google Icon
10/15/2026Curated Wealth Partners LLC8,491$0.47M0.0%-88.8%0.006%Search for SEC Filing on Google Icon
10/14/2026Clark & Stuart Inc82,649$4.52M2.7%-0.8%0.058%Search for SEC Filing on Google Icon
10/14/2026Krilogy Financial LLC16,069$0.88M0.0%+6.2%0.011%Search for SEC Filing on Google Icon
10/13/2026Forvis Mazars Wealth Advisors LLC13,616$0.75M0.0%-1.4%0.009%Search for SEC Filing on Google Icon
10/13/2026NorthCrest Asset Manangement LLC10,908$0.60M0.0%+12.9%0.008%Search for SEC Filing on Google Icon
10/9/2026Riversedge Advisors LLC3,654$0.20M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/9/2026Wedmont Private Capital3,798$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/9/2026GAMMA Investing LLC2,116$0.12M0.0%+11.4%0.001%Search for SEC Filing on Google Icon
10/8/2026Farther Finance Advisors LLC10,499$0.58M0.0%+20.9%0.007%Search for SEC Filing on Google Icon
10/8/2026Atwood & Palmer Inc.65,596$3.59M0.2%-8.0%0.046%Search for SEC Filing on Google Icon
10/2/2026Versant Capital Management Inc508$28K0.0%+146.6%0.000%Search for SEC Filing on Google Icon
10/1/2026Stonebridge Financial Group LLC82,931$4.54M0.3%+2.0%0.058%Search for SEC Filing on Google Icon
9/9/2026Sequoia Financial Advisors LLC12,189$0.70M0.0%+196.4%0.008%Search for SEC Filing on Google Icon
9/9/2026Tidal Investments LLC44,856$2.59M0.0%-15.4%0.031%Search for SEC Filing on Google Icon
9/9/2026MCF Advisors LLC4,449$0.26M0.0%-28.3%0.003%Search for SEC Filing on Google Icon
9/9/2026WINTON GROUP Ltd5,515$0.32M0.0%-3.2%0.004%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC27,560$1.59M0.0%+48.2%0.019%Search for SEC Filing on Google Icon
9/9/2026NewEdge Advisors LLC19,581$1.13M0.0%+95.0%0.014%Search for SEC Filing on Google Icon
9/9/2026IFP Advisors Inc2,180$0.13M0.0%+3,863.6%0.002%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC8,594$0.50M0.0%+48.1%0.006%Search for SEC Filing on Google Icon
9/9/2026Baird Financial Group Inc.35,327$2.04M0.0%-1.0%0.025%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP21,081$1.22M0.0%+50.4%0.015%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System37,489$2.17M0.0%+2.5%0.026%Search for SEC Filing on Google Icon
9/8/2026West Family Investments Inc.8,853$0.51M0.1%N/A0.006%Search for SEC Filing on Google Icon
9/8/2026Waverly Advisors LLC8,100$0.47M0.0%N/A0.006%Search for SEC Filing on Google Icon
9/8/2026Nykredit A S4,946$0.29M0.0%N/A0.003%Search for SEC Filing on Google Icon
9/4/2026Parkside Financial Bank & Trust2,028$0.12M0.0%+18.1%0.001%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP17,906$1.03M0.0%+77.7%0.012%Search for SEC Filing on Google Icon
8/26/2026Amundi9,894$0.57M0.0%-12.8%0.007%Search for SEC Filing on Google Icon
8/26/2026HighTower Advisors LLC22,481$1.30M0.0%-23.7%0.016%Search for SEC Filing on Google Icon
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al8,800$0.51M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC18,109$1.05M0.0%+148.6%0.013%Search for SEC Filing on Google Icon
8/22/2026AlphaGrep UK Ltd4,267$0.25M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/22/2026Concurrent Investment Advisors LLC15,234$0.88M0.0%-66.6%0.011%Search for SEC Filing on Google Icon
8/21/2026iSAM Funds UK Ltd10,100$0.58M0.4%N/A0.007%Search for SEC Filing on Google Icon
8/21/2026Continuum Advisory LLC1,104$64K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S4,946$0.29M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/20/2026Two Sigma Securities LLC17,586$1.02M0.1%N/A0.012%Search for SEC Filing on Google Icon
8/20/2026Benjamin Edwards Inc.12,805$0.74M0.0%+8.3%0.009%Search for SEC Filing on Google Icon
8/20/2026Alyeska Investment Group L.P.562,834$32.50M0.1%N/A0.392%Search for SEC Filing on Google Icon
8/20/2026Cookson Peirce & Co. Inc.7,732$0.45M0.0%+7.2%0.005%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC349,795$20.20M0.0%-15.6%0.244%Search for SEC Filing on Google Icon
8/19/2026Van ECK Associates Corp103,960$6M0.0%+1.6%0.072%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC4,701$0.27M0.0%-95.1%0.003%Search for SEC Filing on Google Icon
8/18/2026Maxele Advisors LLC4,122$0.24M0.2%N/A0.003%Search for SEC Filing on Google Icon
8/18/2026Jefferies Financial Group Inc.13,000$0.75M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio40,014$2.31M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/17/2026Capstone Investment Advisors LLC17,425$1.01M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP16,551$0.96M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE1,442,908$83.33M0.0%N/A1.006%Search for SEC Filing on Google Icon
8/15/2026Freestone Grove Partners LP77,146$4.46M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/15/2026Man Group plc87,804$5.07M0.0%N/A0.061%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC61,742$3.57M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC4,701$0.27M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc186,494$10.77M0.0%N/A0.130%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company98,307$5.68M0.0%N/A0.069%Search for SEC Filing on Google Icon
8/14/2026Algert Global LLC56,060$3.24M0.0%N/A0.039%Search for SEC Filing on Google Icon
8/13/2026Sanctuary Advisors LLC20,535$1.19M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/13/2026Connor Clark & Lunn Investment Management Ltd.56,337$3.25M0.0%N/A0.039%Search for SEC Filing on Google Icon
8/13/2026Bank of Nova Scotia7,338$0.42M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/12/2026Commerce Bank5,472,030$316.01M1.4%N/A3.815%Search for SEC Filing on Google Icon
8/12/2026Northwestern Mutual Wealth Management Co.1,602$93K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/12/2026Evolve Private Wealth LLC11,936$0.69M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2026Madison Wealth Partners Inc4,385$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/12/2026Heartland Bank & Trust Co6,481$0.37M0.1%N/A0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Commerce Bancshares logo
Commerce Bancshares, Inc. operates as the bank holding company for Commerce Bank that provides retail, mortgage banking, corporate, investment, trust, and asset management products and services to individuals and businesses in the United States. It operates through three segments: Consumer, Commercial, and Wealth. The Consumer segment offers various banking products and services, including consumer deposits; consumer loans, such as automobile, motorcycle, marine, tractor/trailer, recreational vehicle, fixed rate and revolving home equity, and other consumer loans; patient health care financing; real estate loans; indirect and other consumer financing; retail branch network; personal mortgage banking; consumer installment lending; and consumer debit and credit bank cards. The Commercial segment provides corporate lending, leasing, international, merchant and commercial bank card, and securities safekeeping and bond accounting services; and business products, government deposits, and related commercial cash management services, as well as sells fixed income securities to correspondent banks, corporations, public institutions, municipalities, and individuals. The Wealth segment provides traditional trust and estate planning, advisory and discretionary investment portfolio management, and brokerage services, as well as private banking accounts. The company also offers private equity investment, securities brokerage, insurance agency, specialty lending, and leasing services, as well as online and mobile banking services. Commerce Bancshares, Inc. was founded in 1865 and is headquartered in Kansas City, Missouri.
Read More on Commerce Bancshares

Today's Range

Now: $55.85
Low: $55.37
High: $56.17

50 Day Range

MA: $56.35
Low: $53.91
High: $58.65

52 Week Range

Now: $55.85
Low: $46.99
High: $60.92

Volume

247,023 shs

Average Volume

1,182,727 shs

Market Capitalization

$8.01 billion

P/E Ratio

13.47

Dividend Yield

1.98%

Beta

0.6

Who are the company insiders with the largest holdings of Commerce Bancshares?

Commerce Bancshares' top insider shareholders include:
  1. Jonathan M Kemper (Vice Chairman)
  2. David W Kemper (CEO)
  3. David W Kemper (Director)
  4. David W Kemper (CEO)
  5. David W Kemper (Chairman)
  6. John W Kemper (Insider)
  7. David Kemper (CEO)
  8. Jonathan M Kemper (Director)
  9. John W Kemper (CEO)
  10. Charles G Kim (CFO)
Learn More about top insider investors at Commerce Bancshares.

Who are the major institutional investors of Commerce Bancshares?

Commerce Bancshares' top institutional shareholders include:
  1. Boston Trust Walden Corp — 1.40%
  2. Cooke & Bieler LP — 0.39%
  3. ProShare Advisors LLC — 0.33%
  4. Arkfeld Wealth Strategies L.L.C. — 0.16%
  5. Oppenheimer & Co. Inc. — 0.07%
  6. Stonebridge Financial Group LLC — 0.06%
Learn More about top institutional investors of Commerce Bancshares stock.

Which institutional investors are selling Commerce Bancshares stock?

During the last quarter, CBSH stock was sold by these institutional investors:
  1. Boston Trust Walden Corp
  2. Curated Wealth Partners LLC
  3. ProShare Advisors LLC
  4. Cooke & Bieler LP
  5. Vest Financial LLC
  6. Atwood & Palmer Inc.
  7. Yousif Capital Management LLC
  8. Oppenheimer & Co. Inc.
Within the previous year, company insiders that have sold Commerce Bancshares company stock include:
  1. John W Kemper (CEO)
  2. Charles G Kim (CFO)
  3. Robert S Holmes (EVP)
  4. David L Roller (SVP)
  5. David L Orf (VP)
  6. Derrick Brooks (SVP)
  7. Kim L Jakovich (SVP)
  8. Douglas D Neff (SVP)
  9. June Mcallister Fowler (Director)
  10. Margaret M Rowe (SVP)
Learn More investors selling Commerce Bancshares stock.

Which institutional investors are buying Commerce Bancshares stock?

During the last quarter, CBSH stock was purchased by institutional investors including:
  1. Arkfeld Wealth Strategies L.L.C.
  2. 55 North Private Wealth LLC
  3. Citizens Financial Group Inc. RI
  4. Counterpoint Mutual Funds LLC
  5. Soltis Investment Advisors LLC
  6. Wedmont Private Capital
  7. Riversedge Advisors LLC
  8. MBL Wealth LLC