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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
Lau Associates
Delaware
$299K – – –
EWM
1602
Evermay Wealth Management
Virginia
$298K +$30.9K +1,101 +12%
AB
1603
Atlas Brown
Kentucky
$297K -$44.9K -1,600 -13%
RA
1604
RFG Advisory
Alabama
$296K +$31.3K +1,116 +12%
MFW
1605
Meristem Family Wealth
Minnesota
$295K -$39.9K -1,421 -12%
PWP
1606
Private Wealth Partners
California
$295K -$29.5K -1,050 -9%
DWM
1607
Darwin Wealth Management
Florida
$293K +$287K +10,216 New
RBC
1608
Roble Belko & Company
Pennsylvania
$292K – – –
TCB
1609
Texas Capital Bancshares
Texas
$287K -$19.3K -686 -6%
JWBC
1610
J.W. Burns & Co
New York
$287K – – –
MIP
1611
Marietta Investment Partners
Wisconsin
$287K +$281K +10,000 New
SHGA
1612
Sand Hill Global Advisors
California
$285K – – –
CAM
1613
Concorde Asset Management
Michigan
$285K +$278K +9,896 New
PAA
1614
Peregrine Asset Advisers
Oregon
$284K – – –
CC
1615
Cadinha & Co
Hawaii
$284K +$11.2K +400 +4%
CGL
1616
Clarius Group LLC
Washington
$284K +$277K +9,861 New
EWM
1617
Empirical Wealth Management
Washington
$282K +$2.98K +106 +1%
HHC
1618
Hutchin Hill Capital
New York
$281K -$5.48M -195,200 -95%
BSWMG
1619
Barrington Strategic Wealth Management Group
Illinois
$281K +$1.4K +50 +0.5%
MTC
1620
McDaniel Terry & Co
Texas
$277K +$271K +9,670 New
PI
1621
Pettee Investors
Connecticut
$274K – – –
BOS
1622
Bingham Osborn & Scarborough
California
$272K -$13.3K -473 -5%
HPWM
1623
Highland Private Wealth Management
Washington
$272K +$20.6K +733 +8%
FPB
1624
First PREMIER Bank
South Dakota
$272K +$30.9K +1,100 +13%
PAG
1625
Pinnacle Advisory Group
Maryland
$271K -$13.1K -465 -5%
63 64
65
66 67