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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
851
Wellington Shields & Co
New York
$559K – – –
AIM
852
Alhambra Investment Management
Florida
$559K +$12.9K +50 +2%
HBT
853
Hills Bank & Trust
Iowa
$558K -$258 -1 -0%
PCM
854
Parsons Capital Management
Rhode Island
$558K +$24.2K +94 +5%
HEIP
855
Hudson Edge Investment Partners
New Jersey
$557K -$17K -66 -3%
AWS
856
Atria Wealth Solutions
New York
$552K -$135K -525 -20%
QCG
857
Quadrant Capital Group
Ohio
$551K +$73.7K +286 +16%
PGA
858
Portland Global Advisors
Maine
$550K – – –
CAM
859
Columbia Asset Management
Michigan
$550K +$538K +2,086 New
YIA
860
YHB Investment Advisors
Connecticut
$548K -$12.9K -50 -2%
LAM
861
Lingohr Asset Management
Germany
$547K – – –
HCM
862
Hengehold Capital Management
Ohio
$544K – – –
SCM
863
Shelton Capital Management
Colorado
$540K – – –
VAS
864
Vestmark Advisory Solutions
Massachusetts
$540K +$31.7K +123 +6%
P
865
Pitcairn
Pennsylvania
$539K +$4.64K +18 +0.9%
AAS
866
Avantax Advisory Services
Texas
$538K +$208K +808 +66%
AIS
867
American Investment Services
Massachusetts
$536K – – –
SFG
868
StrategIQ Financial Group
Indiana
$535K -$140K -545 -21%
ACA
869
Atlas Capital Advisors
Wyoming
$534K +$375K +1,457 +255%
PTB
870
Pioneer Trust Bank
Oregon
$534K – – –
OWA
871
Outlook Wealth Advisors
Texas
$534K +$52.6K +204 +11%
MW
872
Marcum Wealth
Ohio
$534K +$104K +403 +25%
GIM
873
Grassi Investment Management
California
$527K – – –
MBTD
874
Mechanics Bank - Trust Department
California
$527K – – –
HT
875
HighTower Trust
Texas
$527K +$3.19M +12,376 New