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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
651
Winthrop Capital Management
Indiana
$167K +$151K +3,871 New
BTI
652
Blue Trust Inc
Georgia
$161K +$4.69K +120 +3%
CSC
653
Caldwell Sutter Capital
California
$153K -$9.18K -235 -6%
JWA
654
JFS Wealth Advisors
Pennsylvania
$153K +$14.8K +379 +12%
BCM
655
Barometer Capital Management
Ontario, Canada
$143K
WSCM
656
Wellington Shields Capital Management
New York
$134K +$121K +3,103 New
CA
657
CoreCap Advisors
Michigan
$130K -$5.12K -131 -4%
GWM
658
Geneos Wealth Management
Colorado
$125K -$109K -2,792 -49%
HI
659
Harbour Investments
Wisconsin
$125K +$63.2K +1,617 +127%
GEA
660
Glen Eagle Advisors
New Jersey
$124K -$2.5K -64 -2%
EWA
661
EverSource Wealth Advisors
Alabama
$123K +$15.4K +393 +16%
BC
662
Barrett & Company
Rhode Island
$123K +$312 +8 +0.3%
IWA
663
Icon Wealth Advisors
Texas
$122K +$110K +2,828 New
SSG
664
Summit Securities Group
New York
$121K +$109K +2,800 New
CSPIA
665
Cary Street Partners Investment Advisory
Virginia
$118K +$60.9K +1,559 +133%
CNBTD
666
Citizens National Bank Trust Department
Mississippi
$117K +$64.1K +1,641 +152%
PB
667
Pinnacle Bancorp
Nebraska
$117K +$73.7K +1,888 +227%
PFSC
668
Peoples Financial Services Corp
Pennsylvania
$116K
AA
669
Ancora Advisors
Ohio
$113K -$23.4K -600 -19%
WANY
670
Wealthspire Advisors (New York)
New York
$112K +$101K +2,596 New
VWWMG
671
Vermillion & White Wealth Management Group
Pennsylvania
$111K +$101K +2,575 New
TFA
672
Transamerica Financial Advisors
Florida
$110K -$81.8K -2,093 -45%
MA
673
Montag & Associates
Georgia
$107K +$1.37K +35 +1%
GK
674
Graney & King
New York
$105K +$4.88K +125 +5%
SIC
675
Salem Investment Counselors
North Carolina
$102K