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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Empirical Wealth Management
Washington
$444K +$110K +530 +35%
SMC
1302
Smith, Moore & Co
Missouri
$443K -$125K -599 -23%
FVWA
1303
Foster Victor Wealth Advisors
South Carolina
$443K +$427K +2,052 New
BPCA
1304
Bank Pictet & Cie (Asia)
Singapore
$441K -$1.73M -8,325 -34%
BW
1305
Bison Wealth
Georgia
$441K +$3.33K +16 +0.8%
IIC
1306
Integrated Investment Consultants
Michigan
$440K +$3.12K +15 +0.7%
HH
1307
Hilltop Holdings
Texas
$440K +$147K +705 +53%
WEC
1308
Winslow Evans & Crocker
Massachusetts
$438K -$32.3K -155 -7%
CFSG
1309
Community Financial Services Group
Vermont
$438K +$423K +2,031 New
VCA
1310
Verdence Capital Advisors
Maryland
$436K -$41.4K -199 -9%
ACWM
1311
Adams Chetwood Wealth Management
North Carolina
$434K – – –
CSA
1312
Cottage Street Advisors
Massachusetts
$431K – – –
JI
1313
Jeereddi Investments
California
$431K – – –
EHC
1314
Everett Harris & Co
California
$429K – – –
HKAM
1315
Horizon Kinetics Asset Management
New York
$428K +$28.7K +138 +7%
RDWM
1316
Red Door Wealth Management
Tennessee
$426K -$23.1K -111 -5%
FFG
1317
Fortem Financial Group
California
$423K -$237K -1,138 -37%
MWM
1318
Mission Wealth Management
California
$423K +$22.7K +109 +6%
BAM
1319
Bellevue Asset Management
Washington
$420K – – –
RCG
1320
Ruane, Cunniff & Goldfarb
New York
$420K – – –
PHIMC
1321
Private Harbour Investment Management & Counsel
Ohio
$417K -$1.67K -8 -0.4%
PCM
1322
Princeton Capital Management
New Jersey
$415K -$5.21K -25 -1%
WA
1323
WBH Advisory
Maryland
$413K -$5.62K -27 -1%
PJSIMP
1324
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K +$399K +1,916 New
TIA
1325
Traphagen Investment Advisors
New Jersey
$412K -$54.4K -261 -12%
51 52
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