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Name Holding Trade Value Shares
Change
Change in
Stake
IA
651
IFP Advisors
Florida
$332K +$328K +2,174 New
DT
652
Diversified Trust
Tennessee
$330K
FT
653
Fiduciary Trust
Massachusetts
$329K +$321K +2,123 New
PWMAG
654
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$24.2K +160 +8%
EGA
655
E&G Advisors
Texas
$325K
GWCM
656
Godshalk Welsh Capital Management
Pennsylvania
$325K
HSA
657
HBK Sorce Advisory
Pennsylvania
$319K +$9.06K +60 +3%
DLA
658
Douglas Lane & Associates
New York
$315K +$15.1K +100 +5%
SWMG
659
Sanchez Wealth Management Group
Florida
$314K
CC
660
Cadinha & Co
Hawaii
$310K
CA
661
Callahan Advisors
Texas
$310K
MCM
662
Mainstay Capital Management
Michigan
$310K
MBTD
663
Mechanics Bank - Trust Department
California
$310K
OC
664
Oarsman Capital
Wisconsin
$310K
PCM
665
Prelude Capital Management
New York
$310K +$97.1K +643 +47%
CPIA
666
Cornell Pochily Investment Advisors
New York
$310K +$302K +2,000 New
BEC
667
Blue Edge Capital
Virginia
$310K
MERSOM
668
Municipal Employees' Retirement System of Michigan
Michigan
$304K +$4.53K +30 +2%
WJWM
669
Williams Jones Wealth Management
New York
$304K +$297K +1,964 New
PTC
670
Private Trust Company
Ohio
$303K -$2.72K -18 -0.9%
WP
671
WMS Partners
Maryland
$302K +$3.02K +20 +1%
LSAG
672
Lake Street Advisors Group
New Hampshire
$302K +$12.2K +81 +4%
FHA
673
First Horizon Advisors
Tennessee
$299K +$113K +745 +63%
GCA
674
Greenwood Capital Associates
South Carolina
$298K -$363K -2,405 -56%
AIC
675
Archer Investment Corporation
Indiana
$298K +$290K +1,920 New