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Name Holding Trade Value Shares
Change
Change in
Stake
GBA
1226
Garrison Bradford & Associates
New York
$836K +$7.68K +45 +1%
HHGA
1227
Halbert Hargrove Global Advisors
California
$833K +$25.6K +150 +4%
WF
1228
Welch & Forbes
Massachusetts
$830K +$13.8K +81 +2%
MHR
1229
Matthew Hamilton Rosenberg
$829K
CSIC
1230
Clifford Swan Investment Counsel
California
$827K -$26.1K -153 -4%
GEA
1231
Glen Eagle Advisors
New Jersey
$826K +$57.9K +339 +11%
CFFP
1232
Center for Financial Planning
Michigan
$822K +$5.12K +30 +0.9%
KFP
1233
KMG Fiduciary Partners
Ohio
$821K +$49.1K +288 +9%
DOA
1234
D'Orazio & Associates
Virginia
$820K -$376K -2,202 -39%
SIG
1235
Sargent Investment Group
Maryland
$819K -$22K -129 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1236
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$819K +$202K +1,185 +52%
SPAS
1237
Spectrum Planning & Advisory Services
California
$819K +$594K +3,480 New
FMTC
1238
Farmers & Merchants Trust Company
California
$816K +$22.5K +132 +4%
UR
1239
USCA RIA
Texas
$815K -$102K -600 -15%
FC
1240
Ferris Capital
Massachusetts
$814K -$132K -771 -18%
VCM
1241
Versant Capital Management
Arizona
$814K +$58.9K +345 +11%
LCC
1242
Lincoln Capital Corp
Rhode Island
$812K
RDWM
1243
Red Door Wealth Management
Tennessee
$811K -$3.07K -18 -0.5%
BA
1244
Bridge Advisory
California
$808K +$586K +3,435 New
CC
1245
Chicago Capital
Illinois
$807K -$36.3K -213 -6%
TS
1246
Tamar Securities
California
$804K -$37.9K -222 -6%
TFS
1247
Thoroughbred Financial Services
Tennessee
$800K -$58.9K -345 -9%
PFM
1248
Parsec Financial Management
North Carolina
$800K -$18.4K -108 -3%
WP
1249
WMS Partners
Maryland
$798K +$2.05K +12 +0.4%
WG
1250
Watchman Group
Texas
$797K +$12.8K +75 +2%