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Name Holding Trade Value Shares
Change
Change in
Stake
DF
576
Donoghue Forlines
Massachusetts
$818K -$2.52M -12,402 -77%
ZIMP
577
Zimmermann Investment Management & Planning
Pennsylvania
$812K +$1.02K +5 +0.1%
BCWM
578
Bartlett & Co Wealth Management
Ohio
$804K -$6.09K -30 -0.8%
BC
579
Bartlett & Co
Ohio
$804K -$6.09K -30 -0.8%
BRC
580
Bell Rock Capital
Delaware
$801K +$100K +494 +16%
JCM
581
Jacobi Capital Management
Pennsylvania
$797K -$7.72K -38 -1%
CFB
582
Cullen/Frost Bankers
Texas
$792K
DW
583
Domani Wealth
Pennsylvania
$792K
WFAG
584
Wescott Financial Advisory Group
Pennsylvania
$789K
KPWS
585
Kestra Private Wealth Services
Texas
$781K +$107K +526 +17%
KFS
586
Kurt F. Somerville
$780K -$102K -500 -12%
FTC
587
Farmers Trust Company
Ohio
$777K
PP
588
Prudential plc
United Kingdom
$770K -$3.63M -17,850 -83%
WFI
589
West Family Investments
California
$767K +$4.47K +22 +0.6%
PFPT
590
Pinnacle Financial Partners (Tennessee)
Tennessee
$762K
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$761K +$203 +1 +0%
VAS
592
Vestmark Advisory Solutions
Massachusetts
$760K +$59.9K +295 +9%
BCI
593
Brinker Capital Investments
Pennsylvania
$757K +$6.09K +30 +0.9%
UCFA
594
United Capital Financial Advisors
Texas
$756K +$24.2K +119 +4%
AL
595
ADE LLC
Maryland
$741K
DY
596
Dowling & Yahnke
California
$737K
BIM
597
Bridges Investment Management
Nebraska
$736K -$62.1K -306 -8%
HSA
598
HBK Sorce Advisory
Pennsylvania
$736K -$36.2K -178 -5%
CCM
599
Cribstone Capital Management
Maine
$731K -$82.1K -404 -11%
IIM
600
Ipswich Investment Management
Massachusetts
$731K -$10.2K -50 -1%