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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
576
Jacobi Capital Management
Pennsylvania
$719K +$1.99K +11 +0.3%
LAM
577
L2 Asset Management
Massachusetts
$719K +$672K +3,714 New
BIM
578
Bridges Investment Management
Nebraska
$716K +$35.1K +194 +6%
MWM
579
Modera Wealth Management
New Jersey
$714K +$7.42K +41 +1%
DW
580
Domani Wealth
Pennsylvania
$707K -$99.6K -550 -13%
CFB
581
Cullen/Frost Bankers
Texas
$707K -$79.7K -440 -11%
WA
582
WBH Advisory
Maryland
$706K +$181 +1 +0%
WFAG
583
Wescott Financial Advisory Group
Pennsylvania
$705K
SSB
584
Sandy Spring Bank
Maryland
$703K +$24.1K +133 +4%
FTC
585
Farmers Trust Company
Ohio
$694K
HSA
586
HBK Sorce Advisory
Pennsylvania
$691K -$2.35K -13 -0.4%
WFI
587
West Family Investments
California
$681K -$45.8K -253 -7%
PFPT
588
Pinnacle Financial Partners (Tennessee)
Tennessee
$681K
SVWAG
589
Sound View Wealth Advisors Group
Georgia
$680K +$362 +2 +0.1%
AWM
590
AE Wealth Management
Kansas
$673K -$4.89K -27 -0.8%
BCI
591
Brinker Capital Investments
Pennsylvania
$670K +$261K +1,441 +71%
SWP
592
Stratos Wealth Partners
Ohio
$668K -$93.8K -518 -13%
IIM
593
Ipswich Investment Management
Massachusetts
$663K -$97.8K -540 -14%
WAM
594
Weatherly Asset Management
California
$662K -$36.2K -200 -6%
AL
595
ADE LLC
Maryland
$662K
DY
596
Dowling & Yahnke
California
$658K -$6.34K -35 -1%
SFI
597
SPC Financial Inc
Maryland
$653K +$36.2K +200 +6%
UCFA
598
United Capital Financial Advisors
Texas
$652K +$22.3K +123 +4%
AFIA
599
America First Investment Advisors
Nebraska
$644K
LC
600
Lincoln Capital
Nebraska
$642K -$8.33K -46 -1%