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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
726
Michael J. Puzo
$265K – – –
WG
727
Welch Group
Alabama
$263K +$258K +3,380 New
BHWM
728
Bar Harbor Wealth Management
New Hampshire
$262K -$6.4K -84 -2%
NFG
729
Next Financial Group
Texas
$260K -$12.5K -164 -5%
AssetMark Inc
730
AssetMark Inc
California
$260K -$11.4K -149 -4%
GC
731
Grimes & Company
Massachusetts
$258K – – –
DWA
732
Douglass Winthrop Advisors
New York
$253K -$256K -3,361 -51%
BAC
733
Boys Arnold & Co
North Carolina
$251K -$6.71K -88 -3%
ZCA
734
Zeke Capital Advisors
Pennsylvania
$251K – – –
MCM
735
Murphy Capital Management
New Jersey
$249K – – –
LWCFA
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K +$11.1K +145 +5%
GT
737
Greenleaf Trust
Michigan
$246K +$28K +367 +13%
RMCM
738
Reynders McVeigh Capital Management
Massachusetts
$245K – – –
MRCM
739
M&R Capital Management
New Jersey
$240K -$7.62K -100 -3%
BC
740
Bartlett & Co
Ohio
$240K – – –
RCM
741
RB Capital Management
Nevada
$239K +$1.45K +19 +0.6%
CAM
742
Columbia Asset Management
Michigan
$235K -$40K -525 -15%
CM
743
Capital Management
Virginia
$233K – – –
SCA
744
STALEY CAPITAL ADVISERS
Pennsylvania
$233K – – –
IWM
745
IHT Wealth Management
Illinois
$230K -$6.55K -86 -21%
CCA
746
Checchi Capital Advisers
California
$227K -$13K -170 -6%
GAM
747
Gemmer Asset Management
California
$226K – – –
FC
748
Ferris Capital
Massachusetts
$226K +$222K +2,909 New
WP
749
WealthSource Partners
California
$226K +$222K +2,910 New
SSG
750
Summit Securities Group
New York
$225K -$93.4K -1,226 -30%