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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Accel Wealth Management
Iowa
$271K +$1.5K +54 +0.5%
HVIA
627
Hudson Valley Investment Advisors
New York
$271K +$14K +506 +5%
MRCM
628
M&R Capital Management
New Jersey
$270K -$55.5K -2,000 -16%
SRC
629
Sage Rhino Capital
California
$268K -$408K -14,725 -59%
HI
630
Hendershot Investments
Virginia
$268K +$279K +10,064 New
HA
631
Herold Advisors
New York
$267K -$5.55K -200 -2%
EB
632
Eastern Bank
Massachusetts
$266K
MCM
633
MAI Capital Management
Ohio
$266K +$72.5K +2,615 +35%
CFAM
634
Coury Firm Asset Management
Pennsylvania
$266K +$277K +10,000 New
VLC
635
Van Leeuwen & Company
New Jersey
$263K
SFP
636
Sweet Financial Partners
Minnesota
$262K +$272K +9,822 New
Luther King Capital Management (LKCM)
637
Luther King Capital Management (LKCM)
Texas
$261K -$174K -6,262 -39%
RG
638
Retirement Group
California
$258K
CL
639
Choreo LLC
Illinois
$257K -$13.4K -482 -5%
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K
HW
641
Hancock Whitney
Mississippi
$256K +$24.7K +889 +10%
MPPW
642
Mitchell & Pahl Private Wealth
Oklahoma
$255K +$21.7K +784 +9%
PNC
643
Park National Corp
Ohio
$254K +$3.72K +134 +1%
CPIG
644
Chicago Partners Investment Group
Illinois
$252K +$9.15K +330 +4%
PPW
645
Pinnacle Private Wealth
Massachusetts
$252K +$263K +9,467 New
NB
646
NBT Bank
New York
$251K
FWP
647
FAS Wealth Partners
Kansas
$251K +$1.97K +71 +0.8%
CT
648
Cambridge Trust
Massachusetts
$251K +$261K +9,402 New
9WM
649
9258 Wealth Management
Ohio
$250K -$51.5K -1,855 -16%
KMWM
650
Keudell/Morrison Wealth Management
Oregon
$250K -$13.6K -492 -5%