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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
1051
Main Street Research
Connecticut
$426K -$79.3K -1,470 -17%
CT
1052
Cambridge Trust
Massachusetts
$421K -$842K -15,610 -69%
LOAMS
1053
Lombard Odier Asset Management (Switzerland)
Switzerland
$421K – – –
FPFS
1054
First Personal Financial Services
North Carolina
$420K -$170K -3,146 -31%
UBWV
1055
United Bank (West Virginia)
West Virginia
$417K -$19.5K -361 -5%
KJHP
1056
K.J. Harrison & Partners
Ontario, Canada
$415K -$2.27K -42 -0.6%
WF
1057
Welch & Forbes
Massachusetts
$409K -$165K -3,054 -31%
BCM
1058
BlueCrest Capital Management
Jersey
$404K +$369K +6,841 New
CASB
1059
Cape Ann Savings Bank
Massachusetts
$403K -$14.8K -275 -4%
BSW
1060
Buckingham Strategic Wealth
Missouri
$401K +$2.43K +45 +0.7%
BHIA
1061
Birch Hill Investment Advisors
Massachusetts
$397K – – –
NDSI
1062
Newman Dignan & Sheerar Inc
Rhode Island
$396K -$113K -2,100 -24%
NMC
1063
Nine Masts Capital
Hong Kong
$389K +$162K +3,000 +83%
KWMG
1064
King Wealth Management Group
Florida
$386K -$9.39K -174 -3%
HL
1065
HeadInvest LLC
Maine
$385K – – –
ACI
1066
Alpha Cubed Investments
California
$382K -$3.83K -71 -1%
SFS
1067
Sowell Financial Services
Arkansas
$382K +$23.9K +443 +7%
NME
1068
Notis-McConarty Edward
$379K -$5.39K -100 -2%
SCI
1069
S&CO Inc
Massachusetts
$378K – – –
WAM
1070
Wallington Asset Management
Indiana
$378K – – –
SC
1071
Saybrook Capital
North Carolina
$377K – – –
HFM
1072
Hartford Financial Management
Connecticut
$376K +$4.1K +76 +1%
WPA
1073
West Paces Advisors
Georgia
$374K -$15.4K -286 -4%
EM
1074
Excalibur Management
Massachusetts
$371K -$3.51K -65 -1%
LNC
1075
Lincoln National Corp
Pennsylvania
$371K -$2.43K -45 -0.7%