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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
826
Private Trust Company
Ohio
$295K +$14.7K +383 +5%
SAM
827
Silvercrest Asset Management
New York
$294K -$154 -4 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
828
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$293K +$322K +8,392 New
BFO
829
Biltmore Family Office
North Carolina
$293K
BC
830
Burney Company
Virginia
$292K +$14.4K +374 +5%
HW
831
Hancock Whitney
Mississippi
$292K -$12.2K -317 -4%
GSC
832
Ground Swell Capital
South Carolina
$292K +$321K +8,369 New
RMDI
833
R.M. Davis Inc
Maine
$292K +$66.9K +1,743 +26%
MWM
834
Massachusetts Wealth Management
Massachusetts
$291K -$37.4K -973 -10%
AWM
835
Accurate Wealth Management
Florida
$291K +$48.2K +1,255 +14%
HSA
836
HBK Sorce Advisory
Pennsylvania
$291K +$51.1K +1,330 +19%
NFG
837
Nations Financial Group
Iowa
$289K +$44.5K +1,160 +16%
WFM
838
Wolff Financial Management
Michigan
$289K
CPIG
839
Chicago Partners Investment Group
Illinois
$289K -$38.6K -1,004 -9%
NW
840
NewEdge Wealth
Pennsylvania
$288K +$317K +8,255 New
WG
841
Welch Group
Alabama
$287K +$845 +22 +0.3%
YIM
842
Yoffe Investment Management
Pennsylvania
$284K +$307 +8 +0.1%
SFI
843
Siemens Fonds Invest
Germany
$283K +$9.29K +242 +3%
PIM
844
Penobscot Investment Management
Massachusetts
$283K
AWA
845
Acorn Wealth Advisors
Michigan
$282K +$42.9K +1,116 +16%
FCB
846
First County Bank
Connecticut
$281K +$82.3K +2,143 +36%
SAM
847
Sawgrass Asset Management
Florida
$279K -$220K -5,732 -42%
GI
848
GAMMA Investing
California
$278K -$97.9K -2,549 -24%
MGIA
849
Moneta Group Investment Advisors
Missouri
$278K -$48.3K -1,259 -14%
PWPS
850
Pinnacle Wealth Planning Services
Ohio
$277K +$305K +7,937 New