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Name Holding Trade Value Shares
Change
Change in
Stake
WF
551
Welch & Forbes
Massachusetts
$796K
EAM
552
Erste Asset Management
Austria
$794K +$20.8K +115 +3%
KFS
553
Kurt F. Somerville
$793K -$54.3K -300 -7%
AWE
554
Avidian Wealth Enterprises
Texas
$787K +$5.79K +32 +0.8%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$787K +$652K +3,600 +773%
GTCM
556
Gyon Technologies Capital Management
New Jersey
$786K -$1.09M -6,025 -60%
FAM
557
Formidable Asset Management
Ohio
$781K -$2.17K -12 -0.3%
CAPTRUST Financial Advisors
558
CAPTRUST Financial Advisors
North Carolina
$776K +$94K +519 +15%
GFA
559
Gifford Fong Associates
California
$774K
MAM
560
Marquette Asset Management
Minnesota
$774K
PWS
561
Private Wealth Strategies
Ohio
$774K
DI
562
Diligent Investors
California
$769K -$36.2K -200 -5%
VFIC
563
Valley Forge Investment Consultants
Pennsylvania
$768K -$2.72K -15 -0.4%
BS
564
Boenning & Scattergood
Pennsylvania
$759K +$181 +1 +0%
TRIA
565
Trail Ridge Investment Advisors
Colorado
$759K +$710K +3,923 New
FCB
566
First Command Bank
Texas
$756K
LWAC
567
Laurel Wealth Advisors (California)
California
$752K +$703K +3,885 New
KRSITF
568
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$739K +$6.88K +38 +1%
NAMP
569
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$735K
IA
570
Insight Advisors
Pennsylvania
$733K
CCM
571
Cribstone Capital Management
Maine
$731K +$22.1K +122 +3%
HL
572
HeadInvest LLC
Maine
$730K
BCWM
573
Bartlett & Co Wealth Management
Ohio
$724K
BC
574
Bartlett & Co
Ohio
$724K
ZIMP
575
Zimmermann Investment Management & Planning
Pennsylvania
$724K +$677K +3,741 New