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Healthcare Services Group

Name Holding Trade Value Shares
Change
Change in
Stake
HL
201
Harding Loevner
New Jersey
$31K
CA
202
Clearstead Advisors
Ohio
$29K +$30.9K +1,200 New
TF
203
Tompkins Financial
New York
$24K +$25.6K +996 New
SO
204
STRS Ohio
Ohio
$23K +$25.7K +1,000 New
HNB
205
Huntington National Bank
Ohio
$19K
RWA
206
Ropes Wealth Advisors
Massachusetts
$19K
KPW
207
Kore Private Wealth
New York
$18K
S
208
SignatureFD
Georgia
$18K +$1.28K +50 +7%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$17K
BBHC
210
Brown Brothers Harriman & Co
New York
$15K +$15.7K +609 New
FHA
211
First Horizon Advisors
Tennessee
$14K +$154 +6 +1%
WT
212
Washington Trust
Rhode Island
$14K +$15.3K +595 New
CAC
213
Certified Advisory Corp
Florida
$12K
RDWM
214
Red Door Wealth Management
Tennessee
$10K +$11.7K +457 New
CFA
215
Carroll Financial Associates
North Carolina
$9K
APA
216
American Portfolios Advisors
New York
$7.72K -$874 -34 -10%
PA
217
Procyon Advisors
Connecticut
$7K -$1.52K -59 -17%
GAM
218
Gemmer Asset Management
California
$7K
PCG
219
Private Capital Group
Connecticut
$7K +$7.17K +279 New
RE
220
RBC Europe
United Kingdom
$6.72K
BCA
221
Berman Capital Advisors
Georgia
$6K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.3K +245 New
CT
223
Caldwell Trust
Florida
$4.78K +$5.14K +200 New
CBT
224
Central Bank & Trust
Kentucky
$3K
EWM
225
EPG Wealth Management
Georgia
$3K