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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Empirical Wealth Management
Washington
$388K +$3.75K +25 +1%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$387K -$33.7K -225 -8%
CT
703
Coastline Trust
Rhode Island
$385K
CCG
704
Cypress Capital Group
Florida
$382K +$30K +200 +9%
SC
705
Savant Capital
Illinois
$382K +$76.9K +513 +27%
MYIA
706
Mount Yale Investment Advisors
Colorado
$381K -$16.3K -109 -4%
CAM
707
Cresset Asset Management
Illinois
$380K +$360K +2,402 New
PBC
708
Pavion Blue Capital
California
$380K
HPC
709
HM Payson & Co
Maine
$379K
BSB
710
Bangor Savings Bank
Maine
$378K
HBT
711
Hills Bank & Trust
Iowa
$377K -$4.05K -27 -1%
AR
712
Apeiron RIA
Texas
$375K -$7.2K -48 -2%
CANY
713
Caxton Associates (New York)
New York
$373K +$354K +2,359 New
PCA
714
Pallas Capital Advisors
Massachusetts
$373K
TSS
715
Two Sigma Securities
New York
$373K -$97.5K -650 -22%
TA
716
TrueWealth Advisors
Alabama
$372K +$300 +2 +0.1%
APP
717
Avantax Planning Partners
Iowa
$371K
SWM
718
Spire Wealth Management
Virginia
$368K -$2.85K -19 -0.8%
GIA
719
Guyasuta Investment Advisors
Pennsylvania
$368K
PMFA
720
Plante Moran Financial Advisors
Michigan
$366K +$150 +1 +0%
FPCP
721
Fort Point Capital Partners
California
$365K +$346K +2,306 New
CMI
722
Clare Market Investments
Texas
$362K -$13K -87 -4%
GWM
723
Geneos Wealth Management
Colorado
$361K -$22.6K -151 -6%
CPWA
724
Cerro Pacific Wealth Advisors
California
$361K +$27.6K +184 +9%
VFA
725
Valeo Financial Advisors
Indiana
$361K -$11.2K -75 -3%