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Name Holding Trade Value Shares
Change
Change in
Stake
WG
726
Welch Group
Alabama
$263K +$258K +3,380 New
BHWM
727
Bar Harbor Wealth Management
New Hampshire
$262K -$6.4K -84 -2%
NFG
728
Next Financial Group
Texas
$260K -$12.5K -164 -5%
AssetMark Inc
729
AssetMark Inc
California
$260K -$11.4K -149 -4%
GC
730
Grimes & Company
Massachusetts
$258K
DWA
731
Douglass Winthrop Advisors
New York
$253K -$256K -3,361 -51%
BAC
732
Boys Arnold & Co
North Carolina
$251K -$6.71K -88 -3%
ZCA
733
Zeke Capital Advisors
Pennsylvania
$251K
MCM
734
Murphy Capital Management
New Jersey
$249K
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K +$11.1K +145 +5%
GT
736
Greenleaf Trust
Michigan
$246K +$28K +367 +13%
RMCM
737
Reynders McVeigh Capital Management
Massachusetts
$245K
MRCM
738
M&R Capital Management
New Jersey
$240K -$7.62K -100 -3%
BC
739
Bartlett & Co
Ohio
$240K
RCM
740
RB Capital Management
Nevada
$239K +$1.45K +19 +0.6%
CAM
741
Columbia Asset Management
Michigan
$235K -$40K -525 -15%
CM
742
Capital Management
Virginia
$233K
SCA
743
STALEY CAPITAL ADVISERS
Pennsylvania
$233K
CCA
744
Checchi Capital Advisers
California
$227K -$13K -170 -6%
GAM
745
Gemmer Asset Management
California
$226K
FC
746
Ferris Capital
Massachusetts
$226K +$222K +2,909 New
WP
747
WealthSource Partners
California
$226K +$222K +2,910 New
SSG
748
Summit Securities Group
New York
$225K -$93.4K -1,226 -30%
YWP
749
YorkBridge Wealth Partners
New York
$225K -$22.9K -300 -9%
ACM
750
AUA Capital Management
Pennsylvania
$224K +$171K +2,250 +360%