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Name Holding Trade Value Shares
Change
Change in
Stake
WC
676
Westhampton Capital
North Carolina
$444K +$36.1K +120 +8%
MCA
677
Morris Capital Advisors
Pennsylvania
$443K +$4.21K +14 +0.9%
WF
678
Welch & Forbes
Massachusetts
$442K -$120K -400 -20%
FCM
679
Fairbanks Capital Management
California
$438K +$456K +1,518 New
CT
680
Caldwell Trust
Florida
$437K -$15.3K -51 -3%
HIA
681
Harbor Investment Advisory
Maryland
$433K -$24.6K -82 -5%
IWP
682
Icon Wealth Partners
Texas
$428K -$66.1K -220 -12%
SFM
683
Systematic Financial Management
New Jersey
$428K – – –
PAA
684
Peregrine Asset Advisers
Oregon
$427K – – –
EC
685
Estate Counselors
Wisconsin
$425K +$15K +50 +3%
AAM
686
Advisors Asset Management
Colorado
$425K -$110K -366 -19%
SC
687
SRB Corp
Massachusetts
$424K – – –
UH
688
Unigestion Holding
Switzerland
$423K -$334K -1,112 -41%
CAM
689
Cozad Asset Management
Illinois
$422K +$15.3K +51 +3%
CGL
690
Clarius Group LLC
Washington
$421K +$85.1K +283 +22%
CWP
691
Capital Wealth Planning
Florida
$420K -$463K -1,541 -50%
LNC
692
Lincoln National Corp
Pennsylvania
$419K +$213K +708 +83%
WEC
693
Winslow Evans & Crocker
Massachusetts
$416K -$301 -1 -0.1%
BWM
694
Buckley Wealth Management
Nevada
$411K – – –
IFWM
695
Institute for Wealth Management
Colorado
$409K -$21.6K -72 -4%
SRC
696
Shufro Rose & Co
New York
$407K +$6.31K +21 +1%
KWM
697
Keebeck Wealth Management
Illinois
$404K – – –
JFA
698
JNBA Financial Advisors
Minnesota
$402K -$22.5K -75 -5%
SACTSONJ
699
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$401K -$150K -500 -25%
CGA
700
Crescent Grove Advisors
Illinois
$401K – – –