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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
1226
Wellington Shields & Co
New York
$820K +$821K +4,210 New
CHJWM
1227
Carlton Hofferkamp & Jenks Wealth Management
Texas
$819K
LA
1228
Legacy Advisors
Pennsylvania
$817K -$1.38M -7,054 -63%
RT
1229
Rockland Trust
Massachusetts
$812K -$2.54K -13 -0.3%
MA
1230
Montag & Associates
Georgia
$811K
BAM
1231
Barrett Asset Management
New York
$807K -$585K -3,000 -42%
FEM
1232
Fulcrum Equity Management
Texas
$807K +$809K +4,148 New
LA
1233
Lau Associates
Delaware
$805K +$424K +2,174 +111%
1WA
1234
180 Wealth Advisors
Washington
$802K -$19.9K -102 -3%
EGA
1235
E&G Advisors
Texas
$798K +$97.5K +500 +14%
RA
1236
Riverstone Advisors
Texas
$798K +$800K +4,101 New
S
1237
Seeyond
France
$797K +$799K +4,095 New
WC
1238
Weil Company
California
$795K
CFG
1239
Cooper Financial Group
California
$794K +$795K +4,076 New
ABP
1240
Arthur B. Page
$793K
GSBTD
1241
Glenview State Bank Trust Department
Illinois
$792K -$9.76K -50 -1%
MWP
1242
MYCIO Wealth Partners
Pennsylvania
$788K
WB
1243
Webster Bank
Connecticut
$785K -$21.9K -112 -3%
FMWA
1244
Forvis Mazars Wealth Advisors
Missouri
$785K +$29.3K +150 +4%
LWM
1245
Lyons Wealth Management
Florida
$784K +$21.7K +111 +3%
CSA
1246
Cottage Street Advisors
Massachusetts
$782K
APG
1247
Abacus Planning Group
South Carolina
$782K +$5.85K +30 +0.8%
JFA
1248
Johanson Financial Advisors
California
$780K +$18.1K +93 +2%
WIC
1249
Wilkins Investment Counsel
Massachusetts
$779K
CCM
1250
Cohen Capital Management
California
$777K