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Name Holding Trade Value Shares
Change
Change in
Stake
GHA
626
GW Henssler & Associates
Georgia
$246K +$239K +3,254 New
1SB
627
1ST Source Bank
Indiana
$245K – – –
BC
628
Burleson & Co
California
$244K +$587 +8 +0.3%
P
629
Pitcairn
Pennsylvania
$243K -$6.02K -82 -2%
HCM
630
Howland Capital Management
Massachusetts
$242K -$1.76K -24 -0.7%
SA
631
SRH Advisors
Kansas
$242K – – –
SI
632
Stephens Inc
Arkansas
$239K -$10.7K -146 -4%
PG
633
Patten Group
Tennessee
$239K – – –
IFWM
634
Institute for Wealth Management
Colorado
$239K +$147 +2 +0.1%
BDF
635
Balasa Dinverno & Foltz
$239K +$231K +3,152 New
WF
636
Welch & Forbes
Massachusetts
$237K – – –
ECM
637
Evergreen Capital Management
Washington
$236K +$5.28K +72 +2%
LNC
638
Lincoln National Corp
Pennsylvania
$233K -$148K -2,012 -40%
IWM
639
IHT Wealth Management
Illinois
$231K -$74.5K -1,016 -25%
SCM
640
SOL Capital Management
Maryland
$230K +$223K +3,038 New
Schroder Investment Management Group
641
Schroder Investment Management Group
United Kingdom
$229K -$189K -2,570 -46%
CCC
642
Chelsea Counsel Company
California
$228K – – –
BCWM
643
Bartlett & Co Wealth Management
Ohio
$227K – – –
JFL
644
Jarislowsky, Fraser Ltd
Quebec, Canada
$227K -$73.4K -1,000 -25%
BB
645
Busey Bank
Illinois
$227K – – –
IGGA
646
Iron Gate Global Advisors
Utah
$227K – – –
MA
647
Montag & Associates
Georgia
$225K – – –
WSTAM
648
Wilbanks Smith & Thomas Asset Management
Virginia
$224K – – –
TSS
649
Two Sigma Securities
New York
$221K +$214K +2,918 New
PWAP
650
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$220K – – –