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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
576
Lazard Asset Management
New York
$1K -$125 -2 -6%
BC
577
Bartlett & Co
Ohio
$1K – – –
VNA
578
Valley National Advisers
Pennsylvania
$1K – – –
WT
579
Whittier Trust
California
$994 – – –
BCWM
580
Bartlett & Co Wealth Management
Ohio
$878 – – –
MLA
581
MB, Levis & Associates
Pennsylvania
$878 – – –
RWM
582
Raffa Wealth Management
District of Columbia
$878 – – –
CHC
583
City Holding Co
West Virginia
$877 – – –
CCA
584
Column Capital Advisors
Indiana
$761 – – –
FP
585
Financial Perspectives
Minnesota
$761 – – –
TFM
586
TFC Financial Management
Massachusetts
$703 -$312 -5 -29%
PWMG
587
Prestige Wealth Management Group
New Jersey
$703 – – –
GWSG
588
GPS Wealth Strategies Group
Colorado
$702 +$748 +12 New
AFS
589
Annapolis Financial Services
Maryland
$586 – – –
WBC
590
West Branch Capital
Massachusetts
$586 – – –
PG
591
Proffitt & Goodson
Tennessee
$586 +$623 +10 New
PPC
592
Park Place Capital
Alabama
$585 -$4.61K -74 -88%
BCH
593
Berkshire Capital Holdings
California
$585 – – –
CIA
594
Cape Investment Advisory
Georgia
$585 – – –
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$585 – – –
NC
596
NewSquare Capital
Pennsylvania
$527 – – –
SIC
597
SJS Investment Consulting
Ohio
$410 +$249 +4 +133%
OP
598
ORG Partners
Indiana
$351 -$6.11K -98 -94%
HL
599
HeadInvest LLC
Maine
$347 +$374 +6 New
YAL
600
Your Advocates Ltd
Texas
$293 +$312 +5 New