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Name Holding Trade Value Shares
Change
Change in
Stake
WF
676
Welch & Forbes
Massachusetts
$442K -$120K -400 -20%
FCM
677
Fairbanks Capital Management
California
$438K +$456K +1,518 New
CT
678
Caldwell Trust
Florida
$437K -$15.3K -51 -3%
HIA
679
Harbor Investment Advisory
Maryland
$433K -$24.6K -82 -5%
IWP
680
Icon Wealth Partners
Texas
$428K -$66.1K -220 -12%
SFM
681
Systematic Financial Management
New Jersey
$428K
PAA
682
Peregrine Asset Advisers
Oregon
$427K
AAM
683
Advisors Asset Management
Colorado
$425K -$110K -366 -19%
EC
684
Estate Counselors
Wisconsin
$425K +$15K +50 +3%
SC
685
SRB Corp
Massachusetts
$424K
UH
686
Unigestion Holding
Switzerland
$423K -$334K -1,112 -41%
CAM
687
Cozad Asset Management
Illinois
$422K +$15.3K +51 +3%
CGL
688
Clarius Group LLC
Washington
$421K +$85.1K +283 +22%
CWP
689
Capital Wealth Planning
Florida
$420K -$463K -1,541 -50%
LNC
690
Lincoln National Corp
Pennsylvania
$419K +$213K +708 +83%
WEC
691
Winslow Evans & Crocker
Massachusetts
$416K -$301 -1 -0.1%
BWM
692
Buckley Wealth Management
Nevada
$411K
IFWM
693
Institute for Wealth Management
Colorado
$409K -$21.6K -72 -4%
SRC
694
Shufro Rose & Co
New York
$407K +$6.31K +21 +1%
KWM
695
Keebeck Wealth Management
Illinois
$404K
JFA
696
JNBA Financial Advisors
Minnesota
$402K -$22.5K -75 -5%
SACTSONJ
697
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$401K -$150K -500 -25%
CGA
698
Crescent Grove Advisors
Illinois
$401K
NSAM
699
North Star Asset Management
Wisconsin
$400K
CG
700
Cutler Group
California
$397K -$473K -1,573 -51%