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Name Holding Trade Value Shares
Change
Change in
Stake
PI
851
Pettee Investors
Connecticut
$338K +$371K +1,780 New
GCC
852
Guardian Capital (Canada)
Ontario, Canada
$337K +$370K +1,774 New
CG
853
Caprock Group
Idaho
$337K +$370K +1,775 New
IAA
854
Independent Advisor Alliance
North Carolina
$336K +$369K +1,771 New
FNBTCON
855
First National Bank & Trust Co of Newtown
Pennsylvania
$336K +$370K +1,774 New
SMC
856
Smith, Moore & Co
Missouri
$332K +$365K +1,749 New
FPCP
857
Fort Point Capital Partners
California
$331K +$82.6K +396 +29%
FWM
858
Fairhaven Wealth Management
Illinois
$331K +$364K +1,743 New
GRP
859
Global Retirement Partners
California
$327K +$18.1K +87 +5%
CT
860
Cambridge Trust
Massachusetts
$326K +$74.9K +359 +26%
HC
861
Henshaw Capital
Massachusetts
$323K -$82.4K -395 -19%
VC
862
Vicus Capital
Pennsylvania
$320K +$351K +1,684 New
JFL
863
Jarislowsky, Fraser Ltd
Quebec, Canada
$318K +$350K +1,678 New
SBSB
864
Sullivan, Bruyette, Speros & Blaney
Virginia
$315K +$347K +1,661 New
CIC
865
Crawford Investment Counsel
Georgia
$314K +$33.2K +159 +11%
ACA
866
Atlas Capital Advisors
Wyoming
$310K +$341K +1,633 New
FVWA
867
Foster Victor Wealth Advisors
South Carolina
$308K +$339K +1,624 New
Jones Financial Companies
868
Jones Financial Companies
Missouri
$307K +$337K +1,615 New
WAG
869
Winthrop Advisory Group
Massachusetts
$305K +$17.1K +82 +5%
FA
870
FDx Advisors
Illinois
$304K +$130K +621 +63%
ISL
871
Ingalls & Snyder LLC
New York
$303K +$129K +620 +64%
IWM
872
IHT Wealth Management
Illinois
$303K +$333K +1,595 New
DBIA
873
Dumont & Blake Investment Advisors
New Jersey
$302K +$332K +1,590 New
BS
874
Boenning & Scattergood
Pennsylvania
$294K +$31.3K +150 +11%
MAM
875
Meeder Asset Management
Ohio
$294K +$323K +1,550 New