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McCormick & Company Non-Voting

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
PBMares Wealth Management
Virginia
$639K
HH
552
Hilltop Holdings
Texas
$635K -$19.6K -200 -3%
IA
553
IFP Advisors
Florida
$631K +$218K +2,227 +55%
DJSG
554
D.J. St. Germain
Massachusetts
$628K
VVP
555
Venture Visionary Partners
Ohio
$628K +$41.4K +424 +7%
Vontobel Holding
556
Vontobel Holding
Switzerland
$627K +$138K +1,415 +28%
PFS
557
Physicians Financial Services
North Carolina
$624K
CT
558
Caldwell Trust
Florida
$621K
MGIA
559
Moneta Group Investment Advisors
Missouri
$621K +$1.07K +11 +0.2%
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$621K +$608K +6,223 New
FIM
561
Freedom Investment Management
Connecticut
$619K -$189K -1,930 -24%
CIC
562
Crawford Investment Counsel
Georgia
$614K +$182K +1,861 +43%
ISL
563
Ingalls & Snyder LLC
New York
$610K
ECM
564
Everence Capital Management
Indiana
$608K
PWLP
565
Prio Wealth Limited Partnership
Massachusetts
$606K -$68.4K -700 -10%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$606K +$79.6K +814 +15%
SCA
567
Snowden Capital Advisors
New York
$606K +$227K +2,324 +62%
QP
568
Quilter Plc
United Kingdom
$602K -$36.2K -370 -6%
CA
569
Cullinan Associates
Kentucky
$599K
HNWAG
570
High Net Worth Advisory Group
Florida
$599K
WOC
571
West Oak Capital
California
$597K
IWC
572
Integrated Wealth Concepts
Massachusetts
$589K -$48.3K -494 -8%
CG
573
Caprock Group
Idaho
$586K +$11.9K +122 +2%
RWA
574
River Wealth Advisors
Pennsylvania
$582K +$76.3K +780 +15%
LC
575
Landaas & Company
Wisconsin
$578K