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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
601
McKinley Carter Wealth Services
West Virginia
$644K +$85.1K +1,810 +16%
SIG
602
Sky Investment Group
Connecticut
$639K -$55K -1,170 -8%
PT
603
Plimoth Trust
Massachusetts
$633K +$19.5K +415 +3%
CTC
604
Central Trust Company
Missouri
$631K -$18.6K -396 -3%
NA
605
NewEdge Advisors
Louisiana
$624K -$41.6K -884 -7%
IRF
606
IBM Retirement Fund
New York
$621K +$3.57K +76 +0.6%
UF
607
Univest Financial
Pennsylvania
$611K -$7K -149 -1%
BAM
608
Brave Asset Management
New Jersey
$608K -$32.9K -700 -5%
BRWA
609
B. Riley Wealth Advisors
Florida
$605K +$200K +4,252 +54%
CIA
610
Choate Investment Advisors
Massachusetts
$598K +$7.14K +152 +1%
CG
611
Caprock Group
Idaho
$584K +$5.92K +126 +1%
WCM
612
Windsor Capital Management
Arizona
$582K -$7.99K -170 -1%
SLF
613
Sun Life Financial
Ontario, Canada
$579K -$618K -13,157 -53%
BAC
614
Boys Arnold & Co
North Carolina
$575K +$25.9K +550 +5%
ESB
615
Essex Savings Bank
Connecticut
$573K +$196K +4,175 +57%
HPC
616
HM Payson & Co
Maine
$568K -$32.9K -699 -6%
LA
617
Lau Associates
Delaware
$566K – – –
WS
618
Wedbush Securities
California
$566K +$115K +2,438 +27%
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$564K -$49K -1,042 -8%
WSCM
620
Wellington Shields Capital Management
New York
$564K -$13.9K -296 -3%
ANRIA
621
American National Registered Investment Advisor
Texas
$561K – – –
RBA
622
Richard Bernstein Advisors
New York
$561K – – –
SDAM
623
Shulman DeMeo Asset Management
New York
$559K +$5.59K +119 +1%
9WM
624
9258 Wealth Management
Ohio
$558K -$281K -5,974 -35%
JIP
625
Jaffetilchin Investment Partners
Florida
$557K -$261K -5,560 -33%