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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1176
Empirical Wealth Management
Washington
$222K +$222K +1,706 New
WPW
1177
Waldron Private Wealth
Pennsylvania
$222K +$224K +1,716 New
CMANY
1178
Capital Management Associates (New York)
New York
$221K -$78.2K -600 -26%
CCM
1179
CrestPoint Capital Management
Missouri
$221K
MCM
1180
Mengis Capital Management
Oregon
$221K
RP
1181
Riverbridge Partners
Minnesota
$221K
CG
1182
Caprock Group
Idaho
$220K
AB
1183
Atlas Brown
Kentucky
$220K +$221K +1,694 New
GIA
1184
GHP Investment Advisors
Colorado
$219K
NB
1185
Nicolet Bankshares
Wisconsin
$218K -$60.6K -465 -22%
CA
1186
Capital Advantage
California
$218K -$58.9K -452 -21%
LIM
1187
Loudon Investment Management
New Hampshire
$218K +$219K +1,680 New
UFA
1188
US Financial Advisors
Massachusetts
$217K +$3.26K +25 +1%
CHP
1189
Cable Hill Partners
Oregon
$217K +$22.4K +172 +12%
BFS
1190
Baskin Financial Services
Ontario, Canada
$215K -$7.17K -55 -3%
TFF
1191
The Family Firm
Maryland
$213K +$261 +2 +0.1%
Lido Advisors
1192
Lido Advisors
California
$212K +$212K +1,630 New
GP
1193
Geneva Partners
Wisconsin
$211K +$139K +1,065 New
EA
1194
Elm Advisors
California
$210K
SAMC
1195
Shinko Asset Management Company
Japan
$209K -$7.04K -54 -3%
SIM
1196
SSI Investment Management
California
$209K +$3K +23 +1%
MWM
1197
Mission Wealth Management
California
$208K +$209K +1,602 New
ACM
1198
Argentus Capital Management
Texas
$207K -$238K -1,826 -53%
DAS
1199
Dynamic Advisor Solutions
Arizona
$207K -$22.3K -171 -10%
ST
1200
Spinnaker Trust
Maine
$207K