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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1201
Welch & Forbes
Massachusetts
$373K -$173K -1,359 -32%
UAML
1202
US Asset Management LLC
Pennsylvania
$373K – – –
GWP
1203
Gen-Wealth Partners
Michigan
$373K -$45.9K -361 -11%
XF
1204
XML Financial
Maryland
$372K -$19.1K -150 -5%
SCI
1205
Silver Coast Investments
United States
$372K -$51.6K -406 -12%
ClearBridge Investments
1206
ClearBridge Investments
New York
$371K -$2.67K -21 -0.7%
AU
1207
AlphaGrep UK
$370K -$27.3K -215 -7%
CAI
1208
Capital Advisors Inc
Oklahoma
$368K +$3.68K +29 +1%
GLA
1209
Great Lakes Advisors
Illinois
$367K +$40.1K +316 +13%
PVI
1210
Pine Valley Investments
New Jersey
$367K -$180K -1,416 -34%
JEST
1211
JTC Employer Solutions Trustee
Jersey
$366K – – –
TWM
1212
Tortuga Wealth Management
California
$365K +$9.53K +75 +3%
KI
1213
Keystone Investors
Singapore
$365K +$355K +2,796 New
CWMK
1214
Caliber Wealth Management (Kansas)
Kansas
$362K +$7.62K +60 +2%
IP
1215
Indivisible Partners
Florida
$360K +$71.1K +560 +25%
SFWC
1216
Strategic Family Wealth Counselors
New Jersey
$360K +$127 +1 +0%
Members Trust
1217
Members Trust
Florida
$359K -$25.8K -203 -7%
SBFM
1218
S-Bank Fund Management
Finland
$357K +$348K +2,737 New
MFA
1219
Mayflower Financial Advisors
Massachusetts
$357K +$87K +685 +33%
LW
1220
Linscomb Wealth
Texas
$357K -$25.4K -200 -7%
DP
1221
Dearborn Partners
Illinois
$355K +$635 +5 +0.2%
SL
1222
Sentry LLC
Tennessee
$355K – – –
BSTWA
1223
Blake Schutter Theil Wealth Advisors
Ohio
$355K +$4.19K +33 +1%
AO
1224
Advisor OS
Illinois
$354K +$19.8K +156 +6%
OWP
1225
Obermeyer Wealth Partners
Colorado
$353K -$17.8K -140 -5%