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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1376
Empirical Wealth Management
Washington
$702K -$40.6K -935 -6%
CNB
1377
Camden National Bank
Maine
$702K -$12.3K -283 -2%
AP
1378
Appleton Partners
Massachusetts
$688K +$12.3K +282 +2%
CA
1379
Claro Advisors
Massachusetts
$686K -$17K -391 -3%
SMC
1380
Smith, Moore & Co
Missouri
$684K -$7.3K -168 -1%
EWA
1381
Exencial Wealth Advisors
Oklahoma
$683K +$129K +2,969 +25%
LC
1382
Lavaca Capital
Texas
$681K +$274K +6,300 +75%
JSL
1383
JT Stratford LLC
Georgia
$678K -$73K -1,679 -10%
MPPLM
1384
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K +$45.2K +1,039 +8%
MGWM
1385
Marks Group Wealth Management
Minnesota
$672K +$5.39K +124 +0.9%
CFA
1386
Camarda Financial Advisors
Florida
$667K -$24K -553 -4%
CPO
1387
Cerity Partners OCIO
New York
$667K +$51.6K +1,188 +9%
RA
1388
RFG Advisory
Alabama
$664K -$25.8K -593 -4%
TNBTD
1389
Trustmark National Bank Trust Department
Mississippi
$664K -$14.6K -335 -2%
FC
1390
Forte Capital
New York
$663K +$35.4K +815 +6%
AF
1391
Advisornet Financial
Minnesota
$663K +$126K +2,897 +25%
GD
1392
Grandfield & Dodd
New York
$660K +$4.35K +100 +0.7%
MIC
1393
Means Investment Company
Maine
$657K -$13.1K -302 -2%
WCM
1394
Whitener Capital Management
North Carolina
$655K – – –
Members Trust
1395
Members Trust
Florida
$655K +$60.2K +1,385 +11%
SB
1396
Simmons Bank
Arkansas
$654K -$5.09K -117 -0.8%
MFG
1397
Magnus Financial Group
New York
$653K -$62.9K -1,446 -9%
GAM
1398
Griffin Asset Management
New York
$652K -$90.8K -2,089 -13%
SW
1399
SkyOak Wealth
Michigan
$649K -$78.2K -1,798 -11%
KWM
1400
Keebeck Wealth Management
Illinois
$644K – – –