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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
876
Welch & Forbes
Massachusetts
$1.2M -$18.6K -108 -2%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$1.19M +$179K +1,039 +17%
LPU
878
Lansdowne Partners (UK)
United Kingdom
$1.19M +$207K +1,200 +21%
CCC
879
Chelsea Counsel Company
California
$1.18M – – –
FMT
880
First Mercantile Trust
Tennessee
$1.17M -$79.7K -462 -6%
BP
881
Ballentine Partners
Massachusetts
$1.17M +$79.4K +460 +7%
IFWM
882
Institute for Wealth Management
Colorado
$1.16M +$28K +162 +2%
GVAG
883
Great Valley Advisor Group
Delaware
$1.16M +$395K +2,290 +50%
S
884
Surevest
California
$1.16M +$399K +2,310 +51%
YIA
885
YHB Investment Advisors
Connecticut
$1.15M +$25K +145 +2%
JC
886
Jacobs & Co
California
$1.15M -$1.25M -7,224 -52%
WAM
887
Wealthspire Advisors (Maryland)
Maryland
$1.13M +$18.5K +107 +2%
XWM
888
Xcel Wealth Management
Florida
$1.13M +$211K +1,225 +22%
VSWA
889
Vontobel Swiss Wealth Advisors
Switzerland
$1.13M +$1.15M +6,675 New
SS
890
Sunbelt Securities
Texas
$1.13M -$82.2K -476 -7%
RIA
891
Realta Investment Advisors
Delaware
$1.13M +$545K +3,160 +90%
FLI
892
Family Legacy Inc
South Carolina
$1.12M +$113K +652 +11%
CAM
893
Cresset Asset Management
Illinois
$1.12M +$113K +657 +11%
BIG
894
Boothe Investment Group
Delaware
$1.12M -$54.5K -316 -5%
TAM
895
Tocqueville Asset Management
New York
$1.11M +$59.4K +344 +6%
BWAM
896
Boyd Watterson Asset Management
Ohio
$1.11M +$162K +939 +17%
NAM
897
NorthCoast Asset Management
Connecticut
$1.11M +$1.13M +6,546 New
LWCFA
898
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.11M – – –
CBT
899
Capital Bank & Trust
California
$1.1M – – –
NL
900
NVWM LLC
Pennsylvania
$1.1M +$78K +452 +7%
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37 38