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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1351
Empirical Wealth Management
Washington
$771K +$298K +1,766 +84%
CWM
1352
Calamos Wealth Management
Illinois
$770K -$662K -3,921 -50%
SIG
1353
Sky Investment Group
Connecticut
$769K -$151K -894 -19%
HAG
1354
HF Advisory Group
Maryland
$768K -$7.43K -44 -1%
PCM
1355
Pinnbrook Capital Management
New York
$768K +$649K +3,843 New
AC
1356
Avory & Company
Florida
$767K +$67.4K +399 +12%
GDP
1357
Great Diamond Partners
Maine
$763K +$179K +1,059 +38%
FFN
1358
Focus Financial Network
Minnesota
$762K -$12.7K -75 -2%
CBTWT
1359
Community Bank & Trust (Waco, Texas)
Texas
$762K -$8.95K -53 -1%
SP
1360
Symmetry Partners
Connecticut
$761K – – –
VBCG
1361
Valley Brook Capital Group
Pennsylvania
$759K +$17.6K +104 +3%
GEA
1362
Glen Eagle Advisors
New Jersey
$758K +$18.6K +110 +3%
RTC
1363
Riverview Trust Company
Washington
$755K -$32.4K -192 -5%
FC
1364
Fulcrum Capital
Washington
$753K +$284K +1,680 +80%
CFGS
1365
Concourse Financial Group Securities
Alabama
$751K -$234K -1,387 -27%
CFMC
1366
Curbstone Financial Management Corp
New Hampshire
$750K – – –
RWA
1367
Ropes Wealth Advisors
Massachusetts
$742K +$4.56K +27 +0.7%
PI
1368
PFG Investments
New York
$741K +$626K +3,709 New
AI
1369
Atom Investors
Texas
$740K +$626K +3,706 New
TPA
1370
Trivium Point Advisory
Connecticut
$740K +$1.52K +9 +0.2%
CQS
1371
Credential Qtrade Securities
$737K -$153K -906 -20%
SGA
1372
Seaport Global Advisors
Massachusetts
$734K +$15.2K +90 +3%
ESCM
1373
Echo Street Capital Management
New York
$733K -$2.68M -15,840 -81%
CBT
1374
Central Bank & Trust
Kentucky
$733K +$14.7K +87 +2%
BWA
1375
Bordeaux Wealth Advisors
California
$733K +$27.7K +164 +5%
53 54
55
56 57