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Name Holding Trade Value Shares
Change
Change in
Stake
WF
876
Welch & Forbes
Massachusetts
$223K -$27.5K -223 -11%
MSR
877
Main Street Research
Connecticut
$223K +$22.4K +182 +11%
ClearBridge Investments
878
ClearBridge Investments
New York
$221K -$27.1K -220 -11%
RWP
879
RWA Wealth Partners
Massachusetts
$220K -$1.48K -12 -0.6%
HFM
880
Hartford Financial Management
Connecticut
$218K
AB
881
Atlas Brown
Kentucky
$218K +$1.11K +9 +0.5%
MWA
882
Meridian Wealth Advisors
Texas
$218K +$226K +1,837 New
RFM
883
Royal Fund Management
Florida
$217K +$123 +1 +0.1%
PFWA
884
Paces Ferry Wealth Advisors
Georgia
$215K -$6.65K -54 -3%
GHA
885
GW Henssler & Associates
Georgia
$215K
MWM
886
Mission Wealth Management
California
$215K +$6.16K +50 +3%
CNB
887
Camden National Bank
Maine
$213K -$14.8K -120 -6%
AssetMark Inc
888
AssetMark Inc
California
$213K +$98.2K +797 +80%
PPW
889
Pinnacle Private Wealth
Massachusetts
$212K +$220K +1,788 New
IFG
890
Independent Financial Group
California
$212K -$21.1K -171 -9%
WP
891
WealthPLAN Partners
Nebraska
$211K +$123 +1 +0.1%
WIM
892
WealthPlan Investment Management
Nebraska
$211K +$223K +1,806 New
SPP
893
Single Point Partners
Massachusetts
$210K -$16.4K -133 -7%
PFS
894
Prospera Financial Services
Texas
$208K -$202K -1,638 -48%
B
895
Bailard
California
$208K
AA
896
Advisory Alpha
Michigan
$208K +$216K +1,753 New
SAM
897
SignalPoint Asset Management
Missouri
$207K
HIA
898
Harbor Investment Advisory
Maryland
$205K -$8.13K -66 -4%
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$205K
PRS
900
Pinkerton Retirement Specialists
Idaho
$205K