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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1201
Foster Dykema Cabot & Co
Massachusetts
$221K -$54.9K -240 -21%
SC
1202
SRB Corp
Massachusetts
$220K +$12.8K +56 +7%
RIG
1203
Renaissance Investment Group
Massachusetts
$220K +$201K +880 New
CL
1204
CPWM LLC
Washington
$217K +$198K +868 New
GHA
1205
GW Henssler & Associates
Georgia
$217K +$199K +869 New
SCA
1206
Secor Capital Advisors
New York
$217K +$199K +869 New
KWM
1207
Kingsview Wealth Management
Oregon
$216K -$159K -697 -45%
WP
1208
WMS Partners
Maryland
$216K +$198K +865 New
WF
1209
Welch & Forbes
Massachusetts
$214K +$196K +858 New
BL
1210
BFSG LLC
California
$213K +$196K +855 New
CCA
1211
Clearwater Capital Advisors
Illinois
$211K +$193K +845 New
BFC
1212
Bedel Financial Consulting
Indiana
$210K +$193K +843 New
SWM
1213
Segment Wealth Management
Texas
$208K +$190K +833 New
PMG
1214
ProVise Management Group
Florida
$206K +$188K +824 New
KFA
1215
Kays Financial Advisory
Georgia
$206K +$189K +826 New
MCM
1216
Maple Capital Management
Vermont
$205K -$17.2K -75 -8%
NCM
1217
Noesis Capital Mangement
Florida
$202K +$185K +808 New
AWA
1218
Arete Wealth Advisors
Illinois
$202K +$185K +809 New
BAM
1219
Boyar Asset Management
New York
$202K +$185K +811 New
GLI
1220
Guardian Life Insurance
New York
$199K +$54.9K +240 +43%
OC
1221
Oakworth Capital
Alabama
$184K – – –
GBT
1222
Grove Bank & Trust
Florida
$179K -$7.32K -32 -4%
RFA
1223
Reilly Financial Advisors
California
$174K – – –
BC
1224
Barnett & Company
Tennessee
$172K -$19.4K -85 -11%
SBL
1225
Sargent Bickham Lagudis
Colorado
$165K +$54.4K +238 +56%