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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
851
Private Trust Company
Ohio
$775K -$335K -3,488 -31%
MA
852
Montag & Associates
Georgia
$770K -$18K -187 -2%
NB
853
Northwest Bancshares
Pennsylvania
$770K +$13.1K +136 +2%
RA
854
RFG Advisory
Alabama
$768K +$332K +3,453 +80%
CWS
855
Confluence Wealth Services
Pennsylvania
$767K -$1.54K -16 -0.2%
CW
856
CreativeOne Wealth
Kansas
$767K +$78.1K +813 +12%
WF
857
Welch & Forbes
Massachusetts
$766K -$40K -417 -5%
HAM
858
Harmony Asset Management
Arizona
$764K +$434K +4,522 +140%
FCA
859
FLC Capital Advisors
California
$759K +$739K +7,695 New
PWA
860
Prairie Wealth Advisors
Nebraska
$756K +$5.47K +57 +0.7%
PMWMG
861
Parr McKnight Wealth Management Group
Minnesota
$755K -$1.74M -18,156 -70%
BB
862
Burford Brothers
Texas
$755K -$535K -5,571 -42%
WANY
863
Wealthspire Advisors (New York)
New York
$753K -$307K -3,192 -29%
GG
864
Gleason Group
Kentucky
$751K +$8.55K +89 +1%
SLI
865
Sumitomo Life Insurance
Japan
$751K -$47.6K -496 -6%
RPCONE
866
Retirement Planning Company of New England
Rhode Island
$750K +$19.8K +206 +3%
S
867
SignatureFD
Georgia
$749K +$25.6K +267 +4%
WIA
868
World Investment Advisors
California
$748K -$193K -2,008 -21%
UAG
869
United Advisor Group
Ohio
$744K -$9.31K -97 -1%
LWCFA
870
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$744K -$104K -1,078 -13%
CPCPP
871
Canada Post Corporation Pension Plan
Canada
$743K +$723K +7,530 New
BB
872
Busey Bank
Illinois
$735K -$68.4K -712 -9%
PIWA
873
Prevail Innovative Wealth Advisors
Kansas
$734K +$714K +7,438 New
MAM
874
Mystic Asset Management
Rhode Island
$732K +$53.9K +561 +8%
CCM
875
Coldstream Capital Management
Washington
$732K +$54K +562 +8%