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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1251
SmartHarvest Portfolios
Washington
$400K +$29.4K +81 +7%
FWP
1252
Falcon Wealth Planning
California
$400K -$60.7K -167 -12%
PWPS
1253
Pinnacle Wealth Planning Services
Ohio
$400K -$13.8K -38 -3%
WF
1254
Welch & Forbes
Massachusetts
$398K +$219K +604 +91%
VCM
1255
Versant Capital Management
Arizona
$397K +$136K +373 +42%
MAM
1256
Mainsail Asset Management
Alabama
$397K +$136K +374 +42%
PIA
1257
Perennial Investment Advisors
California
$396K +$4.36K +12 +1%
EFG
1258
Everhart Financial Group
Ohio
$394K -$77.4K -213 -14%
RPC
1259
Rossmore Private Capital
Connecticut
$394K +$455K +1,252 New
CAU
1260
Caxton Associates (UK)
$393K +$123K +338 +37%
GD
1261
Grandfield & Dodd
New York
$393K -$134K -369 -23%
ST
1262
Somerset Trust
Pennsylvania
$391K +$4K +11 +0.9%
S
1263
Steadtrust
Texas
$390K – – –
BFA
1264
Bill Few Associates
Pennsylvania
$389K +$72.7K +200 +19%
GF
1265
Gabelli Funds
New York
$389K +$49.8K +137 +12%
AFP
1266
Ausdal Financial Partners
Iowa
$387K -$363 -1 -0.1%
MA
1267
MONECO Advisors
Connecticut
$386K +$26.5K +73 +6%
OIS
1268
Okabena Investment Services
Minnesota
$385K – – –
SIC
1269
SJS Investment Consulting
Ohio
$385K +$363 +1 +0.1%
LCAM
1270
London & Capital Asset Management
United Kingdom
$385K +$447K +1,230 New
CL
1271
CVFG LLC
Indiana
$384K +$4K +11 +0.9%
WA
1272
WBH Advisory
Maryland
$384K +$164K +450 +58%
3IP
1273
3Chopt Investment Partners
Virginia
$384K +$12.7K +35 +3%
EP
1274
Edgestream Partners
New Jersey
$383K +$211K +581 +90%
VST
1275
Van Strum & Towne
California
$383K -$12K -33 -3%