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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Empirical Wealth Management
Washington
$660K -$86.5K -489 -12%
EB
1252
Eastern Bank
Massachusetts
$659K -$192K -1,087 -23%
CWM
1253
Circle Wealth Management
New Jersey
$659K -$7.08K -40 -1%
CT
1254
Cambridge Trust
Massachusetts
$656K -$28.8K -163 -4%
CA
1255
Cynosure Advisors
Utah
$654K
HCM
1256
Hollencrest Capital Management
California
$653K -$69.7K -394 -10%
WAM
1257
Weatherly Asset Management
California
$653K -$6.19K -35 -1%
BP
1258
Ballentine Partners
Massachusetts
$651K +$32.4K +183 +5%
OA
1259
Outfitter Advisors
Virginia
$647K +$42.5K +240 +7%
FMLI
1260
Fukoku Mutual Life Insurance
Japan
$646K
FA
1261
FMA Advisory
Pennsylvania
$643K +$2.48K +14 +0.4%
NFG
1262
Next Financial Group
Texas
$642K -$62.6K -354 -9%
RM
1263
Resource Management
Louisiana
$640K
TPWA
1264
TRUE Private Wealth Advisors
Oregon
$640K +$119K +671 +24%
ACP
1265
Aveo Capital Partners
Colorado
$639K -$39.3K -222 -6%
SFFS
1266
Stonehage Fleming Financial Services
Jersey
$637K +$203K +1,150 +50%
IA
1267
Independence Advisors
Pennsylvania
$631K +$6.9K +39 +1%
NCMW
1268
Northern Capital Management (Wisconsin)
Wisconsin
$630K +$2.65K +15 +0.4%
ST
1269
Smithfield Trust
Pennsylvania
$627K -$37.1K -210 -6%
PWA
1270
Providence Wealth Advisors
Illinois
$627K +$9.73K +55 +2%
HH
1271
Hilltop Holdings
Texas
$625K +$96.9K +548 +19%
EA
1272
Edge Advisors
Georgia
$620K
CAG
1273
Crestwood Advisors Group
Massachusetts
$615K -$13.3K -75 -2%
CBB
1274
Citizens Business Bank
California
$615K +$17.9K +101 +3%
JIC
1275
Joel Isaacson & Co
New York
$613K -$88.4K -500 -13%