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Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co
576
Bartlett & Co
Ohio
$724K – – –
ZIMP
577
Zimmermann Investment Management & Planning
Pennsylvania
$724K +$677K +3,741 New
JCM
578
Jacobi Capital Management
Pennsylvania
$719K +$1.99K +11 +0.3%
LAM
579
L2 Asset Management
Massachusetts
$719K +$672K +3,714 New
Bridges Investment Management
580
Bridges Investment Management
Nebraska
$716K +$35.1K +194 +6%
Modera Wealth Management
581
Modera Wealth Management
New Jersey
$714K +$7.42K +41 +1%
DW
582
Domani Wealth
Pennsylvania
$707K -$99.6K -550 -13%
Cullen/Frost Bankers
583
Cullen/Frost Bankers
Texas
$707K -$79.7K -440 -11%
WA
584
WBH Advisory
Maryland
$706K +$181 +1 +0%
WFAG
585
Wescott Financial Advisory Group
Pennsylvania
$705K – – –
SSB
586
Sandy Spring Bank
Maryland
$703K +$24.1K +133 +4%
FTC
587
Farmers Trust Company
Ohio
$694K – – –
HBK Sorce Advisory
588
HBK Sorce Advisory
Pennsylvania
$691K -$2.35K -13 -0.4%
WFI
589
West Family Investments
California
$681K -$45.8K -253 -7%
Pinnacle Financial Partners (Tennessee)
590
Pinnacle Financial Partners (Tennessee)
Tennessee
$681K – – –
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$680K +$362 +2 +0.1%
AE Wealth Management
592
AE Wealth Management
Kansas
$673K -$4.89K -27 -0.8%
Brinker Capital Investments
593
Brinker Capital Investments
Pennsylvania
$670K +$261K +1,441 +71%
Stratos Wealth Partners
594
Stratos Wealth Partners
Ohio
$668K -$93.8K -518 -13%
IIM
595
Ipswich Investment Management
Massachusetts
$663K -$97.8K -540 -14%
WAM
596
Weatherly Asset Management
California
$662K -$36.2K -200 -6%
AL
597
ADE LLC
Maryland
$662K – – –
DY
598
Dowling & Yahnke
California
$658K -$6.34K -35 -1%
SFI
599
SPC Financial Inc
Maryland
$653K +$36.2K +200 +6%
United Capital Financial Advisors
600
United Capital Financial Advisors
Texas
$652K +$22.3K +123 +4%