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Name Holding Trade Value Shares
Change
Change in
Stake
WC
801
Weil Company
California
$227K +$219K +1,303 New
MAM
802
Meeder Asset Management
Ohio
$226K -$5.21M -30,936 -96%
CA
803
Cullinan Associates
Kentucky
$226K – – –
ET
804
Equitable Trust
Tennessee
$226K – – –
KCM
805
Kanawha Capital Management
Virginia
$226K – – –
PWS
806
Precision Wealth Strategies
Missouri
$225K -$45K -267 -17%
BFA
807
Beaumont Financial Advisors
Massachusetts
$224K – – –
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$224K – – –
HIA
809
Harbor Investment Advisory
Maryland
$223K – – –
RPC
810
Rossmore Private Capital
Connecticut
$222K +$1.01K +6 +0.5%
W
811
WealthOne
New York
$221K +$168 +1 +0.1%
NAM
812
NTV Asset Management
West Virginia
$220K +$212K +1,261 New
BWM
813
BCGM Wealth Management
Indiana
$219K +$206K +1,225 New
NC
814
NovaPoint Capital
Georgia
$218K +$211K +1,250 New
SAMT
815
Select Asset Management & Trust
Pennsylvania
$218K +$211K +1,250 New
SFS
816
Strategic Financial Services
New York
$217K +$209K +1,244 New
CL
817
CPWM LLC
Washington
$217K +$210K +1,245 New
CCP
818
Cassia Capital Partners
North Carolina
$215K +$208K +1,236 New
AWM
819
Aberdeen Wealth Management
Illinois
$214K +$207K +1,230 New
RZH
820
Relyea Zuckerberg Hanson
Connecticut
$212K +$205K +1,217 New
MMPW
821
Mitchell McLeod Pugh & Williams
Alabama
$211K +$204K +1,210 New
VCA
822
Verdence Capital Advisors
Maryland
$211K +$204K +1,213 New
BBHC
823
Brown Brothers Harriman & Co
New York
$210K -$1.35K -8 -0.7%
VWA
824
V Wealth Advisors
Kansas
$210K +$201K +1,195 New
CYG
825
Clean Yield Group
Vermont
$209K -$33.7K -200 -14%