We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HL
576
HeadInvest LLC
Maine
$820K +$1.63K +8 +0.2%
DF
577
Donoghue Forlines
Massachusetts
$818K -$2.52M -12,402 -77%
ZIMP
578
Zimmermann Investment Management & Planning
Pennsylvania
$812K +$1.02K +5 +0.1%
Bartlett & Co Wealth Management
579
Bartlett & Co Wealth Management
Ohio
$804K -$6.09K -30 -0.8%
Bartlett & Co
580
Bartlett & Co
Ohio
$804K -$6.09K -30 -0.8%
BRC
581
Bell Rock Capital
Delaware
$801K +$100K +494 +16%
JCM
582
Jacobi Capital Management
Pennsylvania
$797K -$7.72K -38 -1%
Cullen/Frost Bankers
583
Cullen/Frost Bankers
Texas
$792K – – –
DW
584
Domani Wealth
Pennsylvania
$792K – – –
WFAG
585
Wescott Financial Advisory Group
Pennsylvania
$789K – – –
Kestra Private Wealth Services
586
Kestra Private Wealth Services
Texas
$781K +$107K +526 +17%
KFS
587
Kurt F. Somerville
$780K -$102K -500 -12%
FTC
588
Farmers Trust Company
Ohio
$777K – – –
Prudential plc
589
Prudential plc
United Kingdom
$770K -$3.63M -17,850 -83%
WFI
590
West Family Investments
California
$767K +$4.47K +22 +0.6%
Pinnacle Financial Partners (Tennessee)
591
Pinnacle Financial Partners (Tennessee)
Tennessee
$762K – – –
SVWAG
592
Sound View Wealth Advisors Group
Georgia
$761K +$203 +1 +0%
Vestmark Advisory Solutions
593
Vestmark Advisory Solutions
Massachusetts
$760K +$59.9K +295 +9%
Brinker Capital Investments
594
Brinker Capital Investments
Pennsylvania
$757K +$6.09K +30 +0.9%
United Capital Financial Advisors
595
United Capital Financial Advisors
Texas
$756K +$24.2K +119 +4%
AL
596
ADE LLC
Maryland
$741K – – –
DY
597
Dowling & Yahnke
California
$737K – – –
Bridges Investment Management
598
Bridges Investment Management
Nebraska
$736K -$62.1K -306 -8%
HBK Sorce Advisory
599
HBK Sorce Advisory
Pennsylvania
$736K -$36.2K -178 -5%
CCM
600
Cribstone Capital Management
Maine
$731K -$82.1K -404 -11%