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Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
WealthPLAN Partners
Nebraska
$40K +$39.7K +588 New
RIA
702
Regal Investment Advisors
Michigan
$35K -$2.7K -40 -7%
ANBT
703
American National Bank & Trust
Texas
$35K
CFSG
704
Community Financial Services Group
Vermont
$33K
ZB
705
Zions Bancorporation
Utah
$31K
KT
706
Kanaly Trust
Texas
$27K
PFG
707
Piershale Financial Group
Illinois
$27K +$13.7K +202 +101%
TC
708
Trust Company
Kansas
$27K +$27K +400 New
SF
709
Synovus Financial
Georgia
$23K -$4.87K -72 -18%
SC
710
Searle & Co
Connecticut
$20K
AF
711
Allworth Financial
California
$20K +$6.22K +92 +45%
JIC
712
Joel Isaacson & Co
New York
$19K
SMG
713
Spectrum Management Group
Indiana
$19K
HR
714
Howe & Rusling
New York
$17K -$270 -4 -2%
FFC
715
First Financial Corp
Indiana
$17K
DA
716
Dunvegan Associates
California
$16K
IWMPD
717
Integrated Wealth Management (Palm Desert)
California
$16K +$2.1K +31 +15%
SSB
718
Sandy Spring Bank
Maryland
$16K +$7.3K +108 +77%
CFG
719
CKW Financial Group
Hawaii
$15K
HRC
720
Hoertkorn Richard Charles
$15K
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.5K +200 New
WA
723
Waverly Advisors
Alabama
$13K +$13.5K +200 New
LWM
724
LBA Wealth Management
Florida
$12K
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$13.5K +200 New