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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
701
Advisory Services Network
Georgia
$31K +$272 +11 +0.9%
CGT
702
Capital Guardian Trust
California
$29K -$201K -8,131 -88%
WTB
703
Washington Trust Bank
Washington
$29K
OC
704
Oakworth Capital
Alabama
$29K +$3.12K +126 +12%
EDRS
705
Edmond de Rothschild (Suisse)
Switzerland
$29K +$27.8K +1,122 New
AW
706
Alpha Windward
Massachusetts
$27K +$26.1K +1,054 New
CFG
707
Citizens Financial Group
Rhode Island
$26K
BWA
708
Burt Wealth Advisors
Maryland
$25K
BKA
709
Brick & Kyle Associates
Pennsylvania
$25K +$10.4K +420 +75%
WP
710
WealthPLAN Partners
Nebraska
$24.4K +$63.7K +2,574 New
FHA
711
First Horizon Advisors
Tennessee
$24K -$8.41K -340 -26%
MFBTD
712
MB Financial Bank - Trust Department
Illinois
$24K
HDIM
713
Hanson & Doremus Investment Management
Vermont
$23K
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$23K +$198 +8 +0.9%
SBL
715
Sargent Bickham Lagudis
Colorado
$22K
PMFA
716
Plante Moran Financial Advisors
Michigan
$21K -$11.5K -463 -36%
KPCM
717
Kings Point Capital Management
New York
$21K
SHJ
718
Sharkey, Howes & Javer
Colorado
$20K -$16.2K -656 -46%
JIC
719
Joel Isaacson & Co
New York
$20K
MSFP
720
Mark Sheptoff Financial Planning
Connecticut
$20K
LWA
721
Lowe Wealth Advisors
Maryland
$19K
RPG
722
Risk Paradigm Group
Texas
$18.2K
MMG
723
Monetary Management Group
Missouri
$18K
PWM
724
Perigon Wealth Management
California
$17K +$16K +645 New
FPB
725
First PREMIER Bank
South Dakota
$16K -$22.9K -925 -59%