Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
876
TCV Trust & Wealth Management
Virginia
$331K -$10.3K -46 -3%
MCWS
877
McKinley Carter Wealth Services
West Virginia
$331K – – –
NFG
878
Nadler Financial Group
Illinois
$331K – – –
RPC
879
Rossmore Private Capital
Connecticut
$331K – – –
STC
880
Sarah T. Connolly
$331K – – –
LRPA
881
L. Roy Papp & Associates
Arizona
$330K – – –
TPCW
882
TD Private Client Wealth
New York
$327K -$31.6K -141 -9%
SIA
883
Schechter Investment Advisors
Michigan
$326K +$8.74K +39 +3%
BB
884
Berkshire Bank
Massachusetts
$325K – – –
VIA
885
Virtus Investment Advisers
Connecticut
$325K +$330K +1,474 New
CIS
886
Connors Investor Services
Pennsylvania
$324K – – –
JCM
887
J2 Capital Management
Michigan
$324K – – –
NA
888
Navellier & Associates
Nevada
$324K +$1.57K +7 +0.5%
MNBTD
889
Moody National Bank Trust Division
Texas
$323K – – –
WFA
890
Wipfli Financial Advisors
Wisconsin
$323K +$328K +1,465 New
GAM
891
Grandview Asset Management
Pennsylvania
$322K +$11K +49 +3%
IA
892
Integrity Advisory
Kansas
$321K -$5.38K -24 -2%
BS
893
Bessemer Securities
New York
$321K – – –
QCG
894
Quadrant Capital Group
Ohio
$321K +$37.9K +169 +13%
NL
895
NWAM LLC
Washington
$320K -$125K -557 -28%
SAM
896
SignalPoint Asset Management
Missouri
$320K – – –
IWM
897
IHT Wealth Management
Illinois
$319K +$324K +1,445 New
BHIA
898
Birch Hill Investment Advisors
Massachusetts
$317K – – –
O
899
Ossiam
France
$311K -$19.5M -86,996 -98%
FMAEN1
900
Fund Management at Engine No 1
California
$311K -$13.9K -62 -4%