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Vertex Pharmaceuticals

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
726
United Capital Financial Advisors
Texas
$330K +$9.33K +48 +3%
OSAM
727
O'Shaughnessy Asset Management
Connecticut
$330K +$96.8K +498 +50%
LIM
728
Loudon Investment Management
New Hampshire
$330K +$293K +1,505 New
CL
729
CSS LLC
Illinois
$329K -$9.25M -47,560 -97%
KFS
730
Kurt F. Somerville
$329K – – –
TWMP
731
Taylor Wealth Management Partners
Massachusetts
$323K -$48.6K -250 -15%
HLOC
732
H.L. Ormond & Company
North Carolina
$323K +$261K +1,342 New
LSA
733
Lion Street Advisors
Texas
$322K +$6.22K +32 +2%
EP
734
Edgestream Partners
New Jersey
$320K -$676K -3,475 -70%
FCH
735
Freestone Capital Holdings
Washington
$320K +$283K +1,456 New
TCWM
736
Total Clarity Wealth Management
Illinois
$316K -$7.78K -40 -3%
HTHT
737
Hemenway Trust Hemenway Trust
New Hampshire
$312K – – –
QCG
738
Quadrant Capital Group
Ohio
$312K +$44.7K +230 +19%
WH
739
Willner & Heller
California
$310K +$332K +1,708 New
JWCA
740
J.W. Cole Advisors
Florida
$308K -$36.4K -187 -12%
KMWM
741
Keudell/Morrison Wealth Management
Oregon
$304K -$58.9K -303 -18%
FHA
742
Flagship Harbor Advisors
Massachusetts
$289K +$41.6K +214 +19%
FSA
743
Fort Sheridan Advisors
Illinois
$286K +$253K +1,301 New
BOTW
744
Bank of the West
California
$285K -$52.3K -269 -17%
Brown Advisory
745
Brown Advisory
Maryland
$282K -$45.7K -235 -15%
FTDI
746
First Trust Direct Indexing
Massachusetts
$280K +$8.56K +44 +4%
MFW
747
Meristem Family Wealth
Minnesota
$279K – – –
LNC
748
Lincoln National Corp
Pennsylvania
$278K -$194 -1 -0.1%
IWC
749
Integrated Wealth Concepts
Massachusetts
$275K -$22.2K -114 -8%
VCG
750
Vantage Consulting Group
Virginia
$275K -$7.78K -40 -3%