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McCormick & Company Non-Voting

Name Holding Trade Value Shares
Change
Change in
Stake
DLA
601
Douglas Lane & Associates
New York
$565K -$7.45K -95 -1%
GM
602
GeoWealth Management
Illinois
$549K +$277K +3,534 +113%
MOS
603
MGO One Seven
Ohio
$540K +$35K +446 +7%
MWM
604
Meridian Wealth Management
Kentucky
$539K +$392 +5 +0.1%
AWS
605
Atria Wealth Solutions
New York
$536K -$771K -9,842 -60%
WI
606
Wahed Invest
New York
$534K +$22.8K +291 +5%
BFM
607
Boothbay Fund Management
New York
$533K +$507K +6,474 New
SPA
608
Sherbrooke Park Advisers
New York
$531K +$506K +6,456 New
ABLA
609
Alan B. Lancz & Associates
Ohio
$531K
PCM
610
Parsons Capital Management
Rhode Island
$528K -$113K -1,443 -18%
CNFG
611
Creegan & Nassoura Financial Group
New Hampshire
$527K
PWM
612
PBMares Wealth Management
Virginia
$527K
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$526K +$28.2K +360 +6%
PC
614
Promus Capital
Illinois
$526K +$39.3K +501 +9%
BA
615
Bridgewater Associates
Connecticut
$522K +$181K +2,315 +57%
WC
616
Waterloo Capital
Texas
$521K +$98.5K +1,257 +25%
IFG
617
Independent Financial Group
California
$521K +$496K +6,328 New
V
618
ViaWealth
Kansas
$517K
WC
619
Wexford Capital
Florida
$513K +$488K +6,229 New
FFN
620
Focus Financial Network
Minnesota
$512K +$39.6K +505 +9%
EPIM
621
Evelyn Partners Investment Management
$512K
CT
622
Caldwell Trust
Florida
$512K -$9.72K -124 -2%
FAFN
623
First Affirmative Financial Network
Colorado
$511K -$3.37K -43 -0.7%
GS
624
GTS Securities
Florida
$509K +$149K +1,907 +45%
RBWA
625
RFG - Bristol Wealth Advisors
Massachusetts
$508K -$5.96K -76 -1%