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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
851
Fort Point Capital Partners
California
$331K +$82.6K +396 +29%
FWM
852
Fairhaven Wealth Management
Illinois
$331K +$364K +1,743 New
GRP
853
Global Retirement Partners
California
$327K +$18.1K +87 +5%
CT
854
Cambridge Trust
Massachusetts
$326K +$74.9K +359 +26%
HC
855
Henshaw Capital
Massachusetts
$323K -$82.4K -395 -19%
VC
856
Vicus Capital
Pennsylvania
$320K +$351K +1,684 New
JFL
857
Jarislowsky, Fraser Ltd
Quebec, Canada
$318K +$350K +1,678 New
SBSB
858
Sullivan, Bruyette, Speros & Blaney
Virginia
$315K +$347K +1,661 New
CIC
859
Crawford Investment Counsel
Georgia
$314K +$33.2K +159 +11%
ACA
860
Atlas Capital Advisors
Wyoming
$310K +$341K +1,633 New
FVWA
861
Foster Victor Wealth Advisors
South Carolina
$308K +$339K +1,624 New
Jones Financial Companies
862
Jones Financial Companies
Missouri
$307K +$337K +1,615 New
WAG
863
Winthrop Advisory Group
Massachusetts
$305K +$17.1K +82 +5%
FA
864
FDx Advisors
Illinois
$304K +$130K +621 +63%
ISL
865
Ingalls & Snyder LLC
New York
$303K +$129K +620 +64%
IWM
866
IHT Wealth Management
Illinois
$303K +$333K +1,595 New
DBIA
867
Dumont & Blake Investment Advisors
New Jersey
$302K +$332K +1,590 New
BS
868
Boenning & Scattergood
Pennsylvania
$294K +$31.3K +150 +11%
MAM
869
Meeder Asset Management
Ohio
$294K +$323K +1,550 New
BB
870
Bell Bank
North Dakota
$292K +$82.2K +394 +34%
PPP
871
Private Portfolio Partners
New Jersey
$292K +$321K +1,537 New
PAS
872
Professional Advisory Services
Florida
$290K
TFF
873
The Family Firm
Maryland
$287K +$315K +1,512 New
AAIM
874
Asset Advisors Investment Management
Georgia
$286K +$106K +507 +51%
LC
875
Lourd Capital
California
$285K +$85.5K +410 +38%