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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Baystate Wealth Management
Massachusetts
$93K – – –
Schroder Investment Management Group
652
Schroder Investment Management Group
United Kingdom
$93K – – –
SWP
653
Strategic Wealth Partners
Ohio
$92K -$11.8K -85 -11%
PMFA
654
Plante Moran Financial Advisors
Michigan
$90K +$9.87K +71 +12%
AOWM
655
Alpha Omega Wealth Management
Virginia
$89K +$7.65K +55 +9%
WPA
656
West Paces Advisors
Georgia
$88K -$20.9K -150 -19%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$81K – – –
TCCM
658
Timber Creek Capital Management
Massachusetts
$81K – – –
DBT
659
Dubuque Bank & Trust
Iowa
$80K +$13.9K +100 +20%
GRP
660
Global Retirement Partners
California
$79K +$3.34K +24 +4%
SIC
661
Salem Investment Counselors
North Carolina
$77K – – –
CAL
662
Capital Advisors Ltd
Ohio
$72K – – –
CHC
663
City Holding Co
West Virginia
$70K +$3.06K +22 +4%
PFA
664
Pathway Financial Advisors
Vermont
$69K – – –
LF
665
Lee Financial
Texas
$64K -$3.48K -25 -5%
LIA
666
LS Investment Advisors
Michigan
$64K – – –
Barclays
667
Barclays
United Kingdom
$63K -$377K -2,710 -85%
AIM
668
Advantage Investment Management
Iowa
$61K – – –
FRA
669
Front Row Advisors
California
$60K +$3.62K +26 +6%
AF
670
Allworth Financial
California
$58K -$20.9K -150 -26%
BWP
671
Baldwin Wealth Partners
Massachusetts
$58K – – –
SHJ
672
Sharkey, Howes & Javer
Colorado
$57K – – –
TJHA
673
Thomas J. Herzfeld Advisors
Florida
$56K – – –
FC
674
Ferris Capital
Massachusetts
$55K +$56.3K +405 New
JAM
675
JCIC Asset Management
Ontario, Canada
$54K – – –