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Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Schulhoff & Co
Ohio
$417K – – –
WHCI
702
W.H. Cornerstone Investments
Massachusetts
$416K +$3.11K +19 +0.7%
EFG
703
Everhart Financial Group
Ohio
$415K +$86K +526 +26%
PWP
704
Principle Wealth Partners
Connecticut
$415K -$29.4K -180 -7%
WKSWA
705
White Knight Strategic Wealth Advisors
New Jersey
$413K -$10.5K -64 -2%
IF
706
Intrua Financial
Texas
$412K -$60.7K -371 -13%
SEA
707
Stegent Equity Advisors
Texas
$411K +$66.7K +408 +19%
LIM
708
Loudon Investment Management
New Hampshire
$410K -$524K -3,205 -56%
MAS
709
Meeder Advisory Services
Ohio
$410K +$105K +639 +34%
IWA
710
IVC Wealth Advisors
Pennsylvania
$410K -$43.4K -265 -10%
TSWM
711
Triangle Securities Wealth Management
North Carolina
$409K -$7.2K -44 -2%
RT
712
Rockland Trust
Massachusetts
$409K -$1.64K -10 -0.4%
CC
713
Cadinha & Co
Hawaii
$406K -$32.7K -200 -7%
CC
714
Courier Capital
New York
$405K +$16.4K +100 +4%
MWM
715
Meridian Wealth Management
Kentucky
$404K -$25.7K -157 -6%
QIM
716
Quantitative Investment Management
Virginia
$398K +$401K +2,451 New
CPWA
717
Cerro Pacific Wealth Advisors
California
$397K -$4.25K -26 -1%
FA
718
Fiduciary Alliance
South Carolina
$395K +$157K +957 +65%
GWCM
719
Godshalk Welsh Capital Management
Pennsylvania
$394K – – –
Fayez Sarofim & Co
720
Fayez Sarofim & Co
Texas
$393K +$396K +2,419 New
KGC
721
Kennon-Green & Company
Ohio
$393K +$9.81K +60 +3%
CICI
722
Capital Investment Counsel Inc
North Carolina
$390K -$87.7K -536 -18%
MWM
723
Mattern Wealth Management
Kansas
$390K – – –
BFS
724
Bradley Foster & Sargent
Connecticut
$390K +$161K +983 +69%
PAM
725
Panagora Asset Management
Massachusetts
$389K -$2.15M -13,169 -85%