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Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oakworth Capital
Alabama
$25K
NFG
502
Next Financial Group
Texas
$24K -$2.36K -69 -9%
ZB
503
Zions Bancorporation
Utah
$23K +$16.6K +485 +284%
QCG
504
Quadrant Capital Group
Ohio
$22K
CFA
505
Camarda Financial Advisors
Florida
$21K
LWM
506
Lenox Wealth Management
Ohio
$21K
BWM
507
Baystate Wealth Management
Massachusetts
$18K +$10.8K +317 +180%
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$18K +$17.1K +502 New
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$17K +$16.6K +485 New
JCM
510
Jacobi Capital Management
Pennsylvania
$15K +$14K +410 New
BL
511
Balentine LLC
Georgia
$14K -$17.1K -500 -56%
GAM
512
Gemmer Asset Management
California
$13K
ST
513
Smithfield Trust
Pennsylvania
$13K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$13K +$6.87K +201 +112%
WPA
515
West Paces Advisors
Georgia
$13K
PMFA
516
Plante Moran Financial Advisors
Michigan
$12K -$410 -12 -3%
MCIA
517
Mountain Capital Investment Advisors
Colorado
$11K
PK
518
Pflug Koory
Nebraska
$11K
VNA
519
Valley National Advisers
Pennsylvania
$11K
WA
520
WealthTrust-Arizona
Arizona
$9K
TFO
521
Tarbox Family Office
California
$7K
CB
522
Community Bank
New York
$6K
PFBT
523
Parkside Financial Bank & Trust
Missouri
$6K
CFA
524
Carroll Financial Associates
North Carolina
$5K -$4.61K -135 -48%
CHP
525
Cable Hill Partners
Oregon
$5K