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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
701
McKinley Carter Wealth Services
West Virginia
$419K – – –
TPWA
702
TRUE Private Wealth Advisors
Oregon
$418K -$15.3K -89 -3%
WG
703
Welch Group
Alabama
$418K +$861 +5 +0.2%
CC
704
Cadinha & Co
Hawaii
$414K – – –
AP
705
Advisors Preferred
Maryland
$414K +$14.5K +84 +3%
JFA
706
Johanson Financial Advisors
California
$412K -$25.1K -146 -6%
HAG
707
HighPoint Advisor Group
Illinois
$412K +$40.1K +233 +10%
AT
708
Arden Trust
Delaware
$409K – – –
PBC
709
Pavion Blue Capital
California
$409K – – –
Vontobel Holding
710
Vontobel Holding
Switzerland
$407K -$37.5K -218 -8%
LA
711
Latitude Advisors
Florida
$407K +$220K +1,275 +108%
AGA
712
Accuvest Global Advisors
Utah
$406K +$422K +2,449 New
TW
713
TrinityPoint Wealth
Connecticut
$404K -$11.2K -65 -3%
CPSAC
714
Chas P. Smith & Associates (CPS)
Florida
$402K +$27.6K +160 +7%
SFFS
715
Stonehage Fleming Financial Services
Jersey
$401K – – –
WIC
716
Woodmont Investment Counsel
Tennessee
$398K -$4.99K -29 -1%
MYIA
717
Mount Yale Investment Advisors
Colorado
$398K +$414K +2,402 New
EGM
718
Engineers Gate Manager
New York
$397K -$972K -5,643 -70%
BSB
719
Bangor Savings Bank
Maine
$395K – – –
M
720
MOTCO
Texas
$394K -$4.3K -25 -1%
CAM
721
Cubic Asset Management
Massachusetts
$394K +$410K +2,380 New
Lido Advisors
722
Lido Advisors
California
$392K +$50.6K +294 +14%
IAIM
723
International Assets Investment Management
Florida
$391K +$11.4K +66 +3%
BBHC
724
Brown Brothers Harriman & Co
New York
$389K – – –
SPC
725
Stewart & Patten Company
California
$384K -$60.3K -350 -13%