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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
951
McKinley Carter Wealth Services
West Virginia
$2.35M +$20.8K +119 +1%
MSA
952
McAlister Sweet & Associates
Texas
$2.35M +$1.97M +11,316 New
HIP
953
HUB Investment Partners
Texas
$2.35M +$1.97M +11,309 New
BWP
954
Baldwin Wealth Partners
Massachusetts
$2.34M +$968K +5,547 +97%
WJWM
955
Williams Jones Wealth Management
New York
$2.33M +$56.5K +324 +3%
SYBT
956
Stock Yards Bank & Trust
Kentucky
$2.33M -$549K -3,145 -22%
RMC
957
Resources Management Corp
Connecticut
$2.33M +$4.47M +25,622 +2,366%
CIS
958
Continental Investors Services
Washington
$2.33M – – –
TPWA
959
TRUE Private Wealth Advisors
Oregon
$2.32M -$4.19K -24 -0.2%
VCA
960
Verdence Capital Advisors
Maryland
$2.32M -$3.31K -19 -0.2%
TFS
961
Thoroughbred Financial Services
Tennessee
$2.31M +$314K +1,800 +19%
IIC
962
Ironwood Investment Counsel
Arizona
$2.31M +$274K +1,572 +16%
OCBCO
963
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.31M +$542K +3,107 +36%
MAM
964
Morse Asset Management
Connecticut
$2.3M -$165K -948 -8%
LWMG
965
Levy Wealth Management Group
Pennsylvania
$2.29M +$225K +1,290 +13%
SWMG
966
Signature Wealth Management Group
Georgia
$2.28M +$638K +3,657 +50%
RBC
967
Romano Brothers & Co
Illinois
$2.28M +$59.7K +342 +7%
SW
968
SkyOak Wealth
Michigan
$2.27M +$65.6K +376 +4%
CWS
969
Cypress Wealth Services
California
$2.27M -$7.33K -42 -0.4%
SWA
970
Stratos Wealth Advisors
Ohio
$2.26M +$379K +2,174 +25%
SP
971
Symmetry Partners
Connecticut
$2.26M – – –
WMP
972
Wealth Management Partners
Arizona
$2.26M +$152K +871 +9%
WIM
973
WealthPlan Investment Management
Nebraska
$2.25M -$1.16M -6,674 -38%
NW
974
Naviter Wealth
Arkansas
$2.25M -$884K -5,068 -32%
SL
975
Stevard LLC
Illinois
$2.24M +$289K +1,657 +18%
37 38
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