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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
826
McKinley Carter Wealth Services
West Virginia
$786K +$199 +1 +0%
CBA
827
Coastal Bridge Advisors
Connecticut
$784K +$760K +3,813 New
SC
828
Syon Capital
California
$782K +$113K +566 +17%
ESBC
829
E.S. Barr & Co
Kentucky
$781K – – –
TBT
830
Texas Bank & Trust
Texas
$781K – – –
GS
831
GTS Securities
Florida
$779K +$495K +2,484 +190%
SIC
832
Sterling Investment Counsel
New York
$777K +$63.9K +321 +9%
WT
833
Whittier Trust
California
$774K -$15.1K -76 -2%
EI
834
Ellevest Inc
New York
$772K +$36.5K +183 +5%
CTC
835
Central Trust Company
Missouri
$764K -$41.6K -209 -5%
GT
836
Glenview Trust
Kentucky
$763K +$33.9K +170 +5%
LC
837
LCNB Corp
Ohio
$760K -$12K -60 -2%
SCTC
838
Sanibel Captiva Trust Company
Florida
$760K +$382K +1,920 +108%
PFG
839
PAX Financial Group
Texas
$759K -$93.8K -471 -11%
MCM
840
Manchester Capital Management
Vermont
$758K +$797 +4 +0.1%
AWCI
841
Alpine Woods Capital Investors
New York
$757K -$79.1K -397 -10%
AIA
842
AssuredPartners Investment Advisors
Florida
$756K +$38K +191 +5%
PWM
843
Perigon Wealth Management
California
$755K -$8.17K -41 -1%
SFSG
844
Sound Financial Strategies Group
Mississippi
$750K -$167K -836 -19%
SBFM
845
S-Bank Fund Management
Finland
$747K +$724K +3,633 New
CD
846
Chapin Davis
Maryland
$744K -$54.6K -274 -7%
Financial Engines Advisors
847
Financial Engines Advisors
California
$744K – – –
MGIA
848
Moneta Group Investment Advisors
Missouri
$741K +$88.8K +446 +14%
IIA
849
ICW Investment Advisors
Arizona
$740K +$22.1K +111 +3%
PWS
850
Proactive Wealth Strategies
Georgia
$734K -$47.8K -240 -6%