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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
701
McDaniel Terry & Co
Texas
$231K
WI
702
Wedgewood Investors
Pennsylvania
$231K
DWM
703
Darwin Wealth Management
Florida
$230K -$370 -3 -0.2%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$229K -$222K -1,799 -52%
PWLP
705
Prio Wealth Limited Partnership
Massachusetts
$228K
OIA
706
OneDigital Investment Advisors
Kansas
$228K +$988 +8 +0.5%
BRWA
707
B. Riley Wealth Advisors
Florida
$228K +$206K +1,668 New
GIA
708
Guyasuta Investment Advisors
Pennsylvania
$227K -$1.11K -9 -0.5%
IP
709
Investment Partners
Ohio
$226K +$741 +6 +0.4%
TW
710
Transform Wealth
Colorado
$225K -$97K -786 -32%
RM
711
Resource Management
Louisiana
$222K +$8.39K +68 +4%
NSB
712
Norway Savings Bank
Maine
$221K -$4.94K -40 -2%
IAM
713
Impax Asset Management
New Hampshire
$219K +$200K +1,622 New
TAM
714
Tiverton Asset Management
Delaware
$218K
AFM
715
Abbot Financial Management
Massachusetts
$216K
BMC
716
Benin Management Corp
Connecticut
$216K
BCA
717
Bernzott Capital Advisors
California
$216K
CT
718
CPF Texas
Texas
$216K
FB
719
Fulton Bank
Pennsylvania
$216K
PCA
720
Peddock Capital Advisors
Massachusetts
$216K
WSC
721
Wellington Shields & Co
New York
$216K
AWA
722
AmeriServ Wealth Advisors
Pennsylvania
$215K -$13K -105 -6%
LOAME
723
Lombard Odier Asset Management (Europe)
United Kingdom
$214K
FCH
724
Freestone Capital Holdings
Washington
$211K +$192K +1,558 New
CRC
725
Curi RMB Capital
Illinois
$210K -$223K -1,807 -54%