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Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
701
North Berkeley Wealth Management
California
$272K – – –
EWM
702
Empirical Wealth Management
Washington
$270K +$295K +2,602 New
VA
703
Valmark Advisers
Ohio
$266K -$1.13K -10 -0.4%
AOWM
704
Alpha Omega Wealth Management
Virginia
$266K +$291K +2,566 New
NA
705
Nautilus Advisors
California
$264K -$794 -7 -0.3%
CC
706
Cadinha & Co
Hawaii
$264K – – –
HBT
707
Hills Bank & Trust
Iowa
$263K – – –
WT
708
Whittier Trust
California
$262K -$53.5K -472 -16%
CHJWM
709
Carlton Hofferkamp & Jenks Wealth Management
Texas
$261K – – –
PIM
710
Penobscot Investment Management
Massachusetts
$260K -$32.9K -290 -10%
OCM
711
One Capital Management
California
$259K – – –
MWM
712
Meridian Wealth Management
Kentucky
$254K -$28.7K -253 -9%
AFG
713
Atomi Financial Group
New York
$254K +$37.2K +328 +15%
AIM
714
Aspen Investment Management
Michigan
$254K – – –
MM
715
MQS Management
New York
$253K +$276K +2,437 New
BPWM
716
Badgley Phelps Wealth Managers
Washington
$252K +$276K +2,434 New
CA
717
CoreCap Advisors
Michigan
$251K +$8.05K +71 +3%
GAM
718
Groupama Asset Management
France
$251K -$162K -1,425 -37%
CCM
719
Chiron Capital Management
Florida
$249K +$272K +2,401 New
AC
720
Apella Capital
Connecticut
$248K +$269K +2,376 New
SCM
721
Stevens Capital Management
Pennsylvania
$248K +$1.59K +14 +0.6%
SWA
722
SFMG Wealth Advisors
Texas
$248K +$227 +2 +0.1%
MWM
723
Mattern Wealth Management
Kansas
$248K – – –
CAMG
724
CWA Asset Management Group
Florida
$247K -$2.72K -24 -1%
KA
725
Kovack Advisors
Florida
$246K +$41.6K +367 +18%
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