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Pinnacle Financial Partners Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$236K -$55.6K -569 -19%
WPW
302
Waldron Private Wealth
Pennsylvania
$226K – – –
SWM
303
Selective Wealth Management
Virginia
$224K +$230K +2,347 New
JCIA
304
Jackson Creek Investment Advisors
Colorado
$224K +$230K +2,348 New
NI
305
NFC Investments
Tennessee
$220K – – –
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$219K +$224K +2,294 New
LFA
307
Legacy Financial Advisors
Kentucky
$218K +$587 +6 +0.3%
CFP
308
Curran Financial Partners
South Carolina
$216K – – –
BBHC
309
Brown Brothers Harriman & Co
New York
$212K – – –
FFM
310
Forum Financial Management
Illinois
$212K +$217K +2,217 New
MCWS
311
McKinley Carter Wealth Services
West Virginia
$209K – – –
VF
312
Virtu Financial
New York
$202K +$207K +2,113 New
JSW
313
Journey Strategic Wealth
New Jersey
$202K +$207K +2,116 New
PWC
314
PYA Waltman Capital
Tennessee
$191K +$196K +2,000 New
WT
315
Whittier Trust
California
$172K – – –
QT
316
Quantbot Technologies
New York
$152K +$156K +1,596 New
DHGWA
317
Dixon Hughes Goodman Wealth Advisors
North Carolina
$143K +$147K +1,500 New
FF
318
FourThought Financial
Florida
$133K – – –
AIM
319
Anchor Investment Management
South Carolina
$116K – – –
MAM
320
Meeder Asset Management
Ohio
$108K +$100K +1,027 +1,129%
HNB
321
Huntington National Bank
Ohio
$107K +$2.15K +22 +2%
PCG
322
Private Capital Group
Connecticut
$106K – – –
PI
323
PineBridge Investments
New York
$105K +$108K +1,100 New
SC
324
SouthState Corp
Florida
$104K – – –
BFEC
325
Benjamin F. Edwards & Company
Missouri
$96K – – –