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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
876
Dorsey & Whitney Trust
South Dakota
$236K -$30K -186 -11%
WEG
877
World Equity Group
Illinois
$235K +$238K +1,477 New
PCM
878
Parsons Capital Management
Rhode Island
$234K
AMCA
879
Arthur M. Cohen & Associates
Illinois
$232K
WOC
880
West Oak Capital
California
$229K
LA
881
Lifeworks Advisors
Michigan
$229K +$2.1K +13 +0.9%
UCFA
882
United Capital Financial Advisors
Texas
$228K -$255K -1,581 -52%
RMDI
883
R.M. Davis Inc
Maine
$227K
SP
884
Successful Portfolios
Florida
$227K
FNT
885
First National Trust
Pennsylvania
$226K
FHA
886
First Horizon Advisors
Tennessee
$225K -$24.2K -150 -10%
WJWM
887
Williams Jones Wealth Management
New York
$225K -$48.4K -300 -18%
DWP
888
Daymark Wealth Partners
Ohio
$224K -$139K -862 -38%
PBO
889
Peoples Bank (Ohio)
Ohio
$223K
WSC
890
Wellington Shields & Co
New York
$223K
BBHC
891
Brown Brothers Harriman & Co
New York
$222K -$161 -1 -0.1%
RWA
892
Ropes Wealth Advisors
Massachusetts
$222K +$225K +1,395 New
RDWM
893
Red Door Wealth Management
Tennessee
$221K +$224K +1,388 New
PL
894
Plancorp LLC
Missouri
$219K +$1.45K +9 +0.7%
BRM
895
Boston Research & Management
Massachusetts
$218K
ETIA
896
Epic Trust Investment Advisors
Washington
$217K +$8.23K +51 +4%
CAMG
897
CWA Asset Management Group
Florida
$217K +$6.61K +41 +3%
ATC
898
Argent Trust Co
Tennessee
$217K -$358K -2,221 -62%
MGIA
899
Moneta Group Investment Advisors
Missouri
$217K +$220K +1,363 New
SAM
900
SignalPoint Asset Management
Missouri
$216K