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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1601
Cahill Financial Advisors
Minnesota
$299K -$4.72K -168 -2%
LA
1602
Lau Associates
Delaware
$299K – – –
EWM
1603
Evermay Wealth Management
Virginia
$298K +$30.9K +1,101 +12%
AB
1604
Atlas Brown
Kentucky
$297K -$44.9K -1,600 -13%
RA
1605
RFG Advisory
Alabama
$296K +$31.3K +1,116 +12%
MFW
1606
Meristem Family Wealth
Minnesota
$295K -$39.9K -1,421 -12%
PWP
1607
Private Wealth Partners
California
$295K -$29.5K -1,050 -9%
DWM
1608
Darwin Wealth Management
Florida
$293K +$287K +10,216 New
RBC
1609
Roble Belko & Company
Pennsylvania
$292K – – –
TCB
1610
Texas Capital Bancshares
Texas
$287K -$19.3K -686 -6%
JWBC
1611
J.W. Burns & Co
New York
$287K – – –
MIP
1612
Marietta Investment Partners
Wisconsin
$287K +$281K +10,000 New
SHGA
1613
Sand Hill Global Advisors
California
$285K – – –
CAM
1614
Concorde Asset Management
Michigan
$285K +$278K +9,896 New
PAA
1615
Peregrine Asset Advisers
Oregon
$284K – – –
CC
1616
Cadinha & Co
Hawaii
$284K +$11.2K +400 +4%
CGL
1617
Clarius Group LLC
Washington
$284K +$277K +9,861 New
EWM
1618
Empirical Wealth Management
Washington
$282K +$2.98K +106 +1%
HHC
1619
Hutchin Hill Capital
New York
$281K -$5.48M -195,200 -95%
BSWMG
1620
Barrington Strategic Wealth Management Group
Illinois
$281K +$1.4K +50 +0.5%
MTC
1621
McDaniel Terry & Co
Texas
$277K +$271K +9,670 New
PI
1622
Pettee Investors
Connecticut
$274K – – –
BOS
1623
Bingham Osborn & Scarborough
California
$272K -$13.3K -473 -5%
HPWM
1624
Highland Private Wealth Management
Washington
$272K +$20.6K +733 +8%
FPB
1625
First PREMIER Bank
South Dakota
$272K +$30.9K +1,100 +13%