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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
551
West Family Investments
California
$639K +$57.8K +327 +9%
AS
552
Altshuler Shaham
Israel
$635K +$121K +684 +22%
BC
553
Bartlett & Co
Ohio
$634K -$310K -1,755 -32%
BCWM
554
Bartlett & Co Wealth Management
Ohio
$634K -$310K -1,755 -32%
JCM
555
Jacobi Capital Management
Pennsylvania
$627K +$58.3K +330 +10%
SI
556
Stephens Inc
Arkansas
$619K +$63.3K +358 +11%
CCM
557
Cribstone Capital Management
Maine
$619K +$646K +3,657 New
MWM
558
Modera Wealth Management
New Jersey
$618K
WA
559
WBH Advisory
Maryland
$618K +$177 +1 +0%
WFAG
560
Wescott Financial Advisory Group
Pennsylvania
$617K
FDCDDQ
561
Federation des caisses Desjardins du Quebec
Quebec, Canada
$616K +$153K +868 +31%
FTC
562
Farmers Trust Company
Ohio
$613K
WAM
563
Weatherly Asset Management
California
$613K
HSA
564
HBK Sorce Advisory
Pennsylvania
$607K -$9.89K -56 -2%
SWM
565
Spire Wealth Management
Virginia
$601K +$15.2K +86 +2%
CT
566
Caldwell Trust
Florida
$598K +$148K +835 +31%
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$596K
BIM
568
Bridges Investment Management
Nebraska
$595K +$56K +317 +10%
SVWAG
569
Sound View Wealth Advisors Group
Georgia
$594K +$177 +1 +0%
AWM
570
AE Wealth Management
Kansas
$593K +$2.65K +15 +0.4%
SSB
571
Sandy Spring Bank
Maryland
$592K -$10.2K -58 -2%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$591K -$17.7K -100 -3%
FHB
573
First Hawaiian Bank
Hawaii
$587K
FRM
574
Fox Run Management
Connecticut
$585K +$611K +3,457 New
DY
575
Dowling & Yahnke
California
$582K +$353K +2,000 +139%