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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1151
Empirical Wealth Management
Washington
$537K -$12.5K -74 -2%
BO
1152
BRR OpCo
Ohio
$533K +$540K +3,196 New
LJAC
1153
L.J. Altfest & Co
New York
$532K -$1.35K -8 -0.3%
Kovitz Investment Group Partners
1154
Kovitz Investment Group Partners
Illinois
$531K +$5.75K +34 +1%
ATIA
1155
American Trust Investment Advisors
New Hampshire
$530K +$52.4K +310 +11%
AFP
1156
Ausdal Financial Partners
Iowa
$527K +$10.3K +61 +2%
OCG
1157
Opus Capital Group
Ohio
$527K +$534K +3,160 New
ADL
1158
Asset Dedication LLC
California
$526K +$59.4K +351 +13%
FMWA
1159
Forvis Mazars Wealth Advisors
Missouri
$519K +$63.9K +378 +14%
NL
1160
NWAM LLC
Washington
$516K +$26.4K +156 +5%
ACM
1161
Argentus Capital Management
Texas
$515K -$78.3K -463 -13%
SCM
1162
SOL Capital Management
Maryland
$515K
EDRIA
1163
Edmonds Duncan Registered Investment Advisors
Kansas
$514K -$16.9K -100 -3%
MBTD
1164
Mechanics Bank - Trust Department
California
$514K
OBWP
1165
O'Brien Wealth Partners
Massachusetts
$513K
SC
1166
Savant Capital
Illinois
$513K +$1.69K +10 +0.3%
PC
1167
Palo Capital
California
$511K -$666K -3,936 -56%
FPFS
1168
First Personal Financial Services
North Carolina
$511K +$6.93K +41 +1%
BFM
1169
Boothbay Fund Management
New York
$508K +$245K +1,448 +91%
NIM
1170
Northeast Investment Management
Massachusetts
$507K +$180K +1,067 +54%
ACM
1171
Armbruster Capital Management
New York
$505K
HFA
1172
High Falls Advisors
New York
$504K +$51.2K +303 +11%
FNBTCON
1173
First National Bank & Trust Co of Newtown
Pennsylvania
$500K -$4.23K -25 -0.8%
S
1174
SignatureFD
Georgia
$495K +$111K +654 +28%
JFA
1175
JNBA Financial Advisors
Minnesota
$495K +$335K +1,982 +202%