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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1626
Evermay Wealth Management
Virginia
$333K +$3.26K +106 +1%
HPWM
1627
Highland Private Wealth Management
Washington
$333K +$31.7K +1,029 +11%
NFG
1628
Nadler Financial Group
Illinois
$331K +$215 +7 +0.1%
DWM
1629
Darwin Wealth Management
Florida
$331K +$6.43K +209 +2%
LA
1630
Lau Associates
Delaware
$330K – – –
PAA
1631
Peregrine Asset Advisers
Oregon
$330K +$15.4K +500 +5%
AB
1632
Atlas Brown
Kentucky
$328K -$646 -21 -0.2%
PWP
1633
Private Wealth Partners
California
$327K – – –
ED
1634
Exane Derivatives
France
$324K -$36.1K -1,173 -10%
First Eagle Investment Management
1635
First Eagle Investment Management
New York
$324K -$30.8K -1,000 -9%
MFW
1636
Meristem Family Wealth
Minnesota
$324K -$2.77K -90 -0.9%
RA
1637
RFG Advisory
Alabama
$324K +$92 +3 +0%
CC
1638
Cadinha & Co
Hawaii
$320K +$5.47K +178 +2%
CFS
1639
Commonwealth Financial Services
West Virginia
$320K +$58.3K +1,896 +23%
TCB
1640
Texas Capital Bancshares
Texas
$318K – – –
PI
1641
Pettee Investors
Connecticut
$318K +$15.4K +500 +5%
CAM
1642
Cacti Asset Management
Georgia
$317K -$92.3K -3,000 -23%
JWBC
1643
J.W. Burns & Co
New York
$317K – – –
HCMT
1644
Highland Capital Management (Texas)
Texas
$317K +$308K +10,000 New
LPC
1645
Loeb Partners Corp
New York
$317K +$308K +10,000 New
VIMU
1646
Veritas Investment Management (UK)
United Kingdom
$317K +$308K +10,000 New
WA
1647
Waverly Advisors
Alabama
$314K +$88.3K +2,872 +41%
CSS
1648
Cubist Systematic Strategies
Connecticut
$313K -$8.88M -288,569 -97%
SGK
1649
Steigerwald Gordon & Koch
Virginia
$313K +$17.8K +578 +6%
PWMAG
1650
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$21.7K +705 +8%