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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
701
McKinley Carter Wealth Services
West Virginia
$598K -$29.2K -141 -5%
GCMG
702
Gyroscope Capital Management Group
Florida
$597K +$12.4K +60 +2%
FNT
703
First National Trust
Pennsylvania
$590K -$136K -658 -18%
DAM
704
Diamant Asset Management
Connecticut
$590K +$55.9K +270 +10%
SC
705
Schulhoff & Co
Ohio
$586K – – –
CCM
706
Cribstone Capital Management
Maine
$586K +$13K +63 +2%
LIM
707
Longfellow Investment Management
Massachusetts
$586K +$599K +2,896 New
ACA
708
Affinity Capital Advisors
California
$585K -$4.14K -20 -0.7%
Marshall Wace
709
Marshall Wace
United Kingdom
$583K +$597K +2,885 New
MSS
710
Mitchell Sinkler & Starr
Pennsylvania
$582K – – –
FPF
711
First Pacific Financial
Washington
$575K +$589K +2,847 New
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$572K +$586K +2,834 New
LFAS
713
Level Four Advisory Services
Texas
$570K +$33.3K +161 +6%
CPO
714
Cerity Partners OCIO
New York
$569K +$583K +2,818 New
MYIA
715
Mount Yale Investment Advisors
Colorado
$564K +$10.6K +51 +2%
FWP
716
FAS Wealth Partners
Kansas
$563K +$1.86K +9 +0.3%
SWM
717
SVA Wealth Management
Wisconsin
$557K +$335K +1,620 +142%
FNBT
718
FineMark National Bank & Trust
Florida
$556K -$22.6K -109 -4%
BFC
719
Bedel Financial Consulting
Indiana
$555K +$57.9K +280 +11%
AWM
720
Altium Wealth Management
New York
$553K +$828 +4 +0.1%
D.E. Shaw & Co
721
D.E. Shaw & Co
New York
$548K -$796K -3,849 -59%
NWM
722
Nicola Wealth Management
British Columbia, Canada
$548K -$79.3K -383 -12%
TFS
723
Thoroughbred Financial Services
Tennessee
$548K -$35K -169 -6%
IWA
724
IVC Wealth Advisors
Pennsylvania
$542K +$556K +2,686 New
BSW
725
Buckingham Strategic Wealth
Missouri
$540K +$30K +145 +6%