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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1001
Essex Financial Services
Connecticut
$249K +$233K +3,473 New
NP
1002
NorthRock Partners
Minnesota
$248K +$231K +3,450 New
WTB
1003
Washington Trust Bank
Washington
$248K +$231K +3,457 New
BMM
1004
Buffington Mohr McNeal
Idaho
$248K +$231K +3,445 New
RL
1005
Ruffer LLP
United Kingdom
$247K
WW
1006
Waterfront Wealth
Kansas
$246K
GIM
1007
Goelzer Investment Management
Indiana
$246K +$229K +3,424 New
GRP
1008
Global Retirement Partners
California
$246K +$7.03K +105 +3%
ONST
1009
Old North State Trust
North Carolina
$246K
CAL
1010
Capital Analysts LLC
Pennsylvania
$245K -$5.96K -89 -3%
FNFDCM
1011
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K +$228K +3,400 New
BFA
1012
Beaumont Financial Advisors
Massachusetts
$244K -$122K -1,820 -35%
EWM
1013
Executive Wealth Management
Michigan
$244K +$227K +3,389 New
IGWM
1014
ICA Group Wealth Management
Colorado
$243K -$56.8K -849 -20%
MOS
1015
MGO One Seven
Ohio
$242K -$19.2K -287 -8%
MIC
1016
Means Investment Company
Maine
$241K -$24.8K -371 -10%
CAMG
1017
CWA Asset Management Group
Florida
$241K +$224K +3,351 New
AW
1018
Apricus Wealth
South Carolina
$239K +$223K +3,327 New
CIC
1019
Carnegie Investment Counsel
Ohio
$239K +$222K +3,321 New
CWP
1020
Core Wealth Partners
California
$239K +$67K +1,000 New
CF
1021
Copperwynd Financial
Arizona
$238K +$222K +3,313 New
DA
1022
Dillon & Associates
Michigan
$238K +$221K +3,300 New
PT
1023
Plimoth Trust
Massachusetts
$237K +$220K +3,287 New
LBA
1024
Lowell Blake & Associates
Massachusetts
$236K +$219K +3,274 New
TWM
1025
TriaGen Wealth Management
California
$235K +$218K +3,260 New