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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
601
Baldwin Wealth Partners
Massachusetts
$680K +$628K +14,560 New
GIA
602
Guyasuta Investment Advisors
Pennsylvania
$677K +$43.1K +1,000 +7%
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$675K +$129 +3 +0%
WEC
604
Winslow Evans & Crocker
Massachusetts
$668K +$4.32K +100 +0.7%
CPA
605
Capital Planning Advisors
California
$648K
LIM
606
Loudon Investment Management
New Hampshire
$647K -$9.23K -214 -2%
FCI
607
Financial Counselors Inc
Kansas
$643K -$89.5K -2,075 -13%
CGT
608
Capital Guardian Trust
California
$643K
TYCC
609
Texas Yale Capital Corp
Florida
$639K
OMCS
610
Old Mutual Customised Solutions
South Africa
$636K -$319K -7,400 -35%
Macquarie Group
611
Macquarie Group
Australia
$636K +$203K +4,700 +53%
ICAS
612
Investors Capital Advisory Services
Massachusetts
$635K +$47.6K +1,103 +9%
P
613
Pitcairn
Pennsylvania
$632K +$45.6K +1,056 +8%
Federated Hermes
614
Federated Hermes
Pennsylvania
$626K +$4.27K +99 +0.7%
MA
615
MUFG Americas
New York
$624K -$94.4K -2,187 -14%
MLIC
616
Mandatum Life Insurance Company
Finland
$621K +$237K +5,487 +70%
CFA
617
CT Financial Advisors
Pennsylvania
$620K +$17.5K +406 +3%
HCM
618
Hollencrest Capital Management
California
$619K +$3.93K +91 +0.7%
FNB
619
First Niagara Bank
New York
$618K -$1.29K -30 -0.2%
JG
620
Jefferies Group
New York
$605K +$559K +12,950 New
KL
621
KWMG LLC
Kansas
$602K +$107K +2,473 +24%
ICOA
622
Investment Centers of America
North Dakota
$601K +$172K +3,985 +45%
CC
623
ClearArc Capital
Ohio
$598K -$3.11K -72 -0.6%
LCM
624
LVM Capital Management
Michigan
$596K -$173K -4,000 -24%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$590K +$3.32K +77 +0.6%