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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1076
Welch & Forbes
Massachusetts
$336K +$137K +543 +63%
PAM
1077
Palisade Asset Management
Minnesota
$334K
EFS
1078
Essex Financial Services
Connecticut
$332K -$7.08K -28 -2%
S
1079
SignatureFD
Georgia
$332K +$86.7K +343 +33%
OFW
1080
Omnia Family Wealth
Florida
$332K +$88.5K +350 +34%
Verition Fund Management
1081
Verition Fund Management
Connecticut
$329K -$476K -1,881 -58%
OIA
1082
OneDigital Investment Advisors
Kansas
$329K -$20.2K -80 -6%
MWM
1083
Mission Wealth Management
California
$329K
FPFS
1084
First Personal Financial Services
North Carolina
$326K -$40.2K -159 -10%
NED
1085
Nancy E. Dempze
$326K
QPWM
1086
Quadrant Private Wealth Management
Pennsylvania
$325K +$112K +442 +48%
MIS
1087
Morningstar Investment Services
Illinois
$324K -$407K -1,608 -54%
MCA
1088
Mercer Capital Advisers
New Jersey
$324K -$12.4K -49 -4%
HL
1089
HeadInvest LLC
Maine
$324K -$6.32K -25 -2%
CCA
1090
Catalyst Capital Advisors
New York
$324K
TAM
1091
Taurus Asset Management
New York
$324K
WSC
1092
Wellington Shields & Co
New York
$324K
MSAM
1093
Moloney Securities Asset Management
Missouri
$322K -$868K -3,433 -72%
PL
1094
Plancorp LLC
Missouri
$318K -$24.8K -98 -7%
CT
1095
Coastline Trust
Rhode Island
$318K -$17.7K -70 -5%
GFPC
1096
Global Financial Private Capital
Florida
$316K -$3.4M -13,460 -91%
SFSG
1097
Stearns Financial Services Group
North Carolina
$314K -$15.2K -60 -4%
NG
1098
Northstar Group
New York
$314K
SFM
1099
Systematic Financial Management
New Jersey
$313K
CW
1100
Cabot-Wellington
Massachusetts
$312K -$50.6K -200 -13%