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Name Holding Trade Value Shares
Change
Change in
Stake
WF
676
Welch & Forbes
Massachusetts
$298K +$13.5K +490 +5%
CCS
677
Crosspoint Capital Strategies
California
$297K +$25.5K +922 +21%
FIM
678
Fernwood Investment Management
Massachusetts
$296K
PNAA
679
Pictet North America Advisors
Switzerland
$296K
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$292K +$294K +10,642 New
YL
681
YCG LLC
Texas
$289K -$295K -10,692 -50%
AIA
682
AIMZ Investment Advisors
California
$287K
PCA
683
Peddock Capital Advisors
Massachusetts
$286K +$26.4K +957 +10%
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$284K -$215K -7,787 -43%
QCI
685
Quaker Capital Investments
Pennsylvania
$282K -$46.9K -1,700 -14%
SIM
686
Strategic Investment Management
Virginia
$281K -$7.4K -268 -3%
KM
687
Kalos Management
Georgia
$281K +$282K +10,228 New
LWM
688
LBA Wealth Management
Florida
$279K +$110K +3,975 +64%
CFG
689
Citizens Financial Group
Rhode Island
$278K +$279K +10,114 New
RHBC
690
R.H. Bluestein & Co
Michigan
$276K +$277K +10,049 New
SHA
691
Smith Hayes Advisers
Nebraska
$275K
CIA
692
Choate Investment Advisors
Massachusetts
$271K -$127K -4,593 -49%
CBT
693
Central Bank & Trust
Kentucky
$267K -$581K -21,028 -68%
SSA
694
South Street Advisors
New York
$267K
TU
695
TDAM USA
Ontario, Canada
$264K -$30.6K -1,107 -10%
Fayez Sarofim & Co
696
Fayez Sarofim & Co
Texas
$262K
DWM
697
Destination Wealth Management
California
$262K +$263K +9,540 New
GF
698
Gerstein Fisher
New York
$261K -$9.97K -361 -4%
CCA
699
Checchi Capital Advisers
California
$258K -$11.7K -425 -4%
RIM
700
Regent Investment Management
Kentucky
$257K