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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1651
Empirical Wealth Management
Washington
$310K -$2.28K -74 -0.8%
MTC
1652
McDaniel Terry & Co
Texas
$307K – – –
DWM
1653
Destination Wealth Management
California
$306K +$296K +9,631 New
CGL
1654
Clarius Group LLC
Washington
$297K -$15.7K -509 -5%
ZAM
1655
Zevin Asset Management
Massachusetts
$296K -$108K -3,500 -27%
WCM
1656
Westend Capital Management
California
$295K +$19.8K +645 +7%
PAG
1657
Pinnacle Advisory Group
Maryland
$292K +$5.78K +188 +2%
RHBC
1658
R.H. Bluestein & Co
Michigan
$292K +$35.1K +1,140 +14%
SAA
1659
Southeast Asset Advisors
Georgia
$291K -$6.83K -222 -2%
VWM
1660
Vector Wealth Management
Minnesota
$290K +$9.54K +310 +4%
NAMP
1661
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$289K – – –
NB
1662
Nicolet Bankshares
Wisconsin
$288K -$48.1K -1,565 -15%
SHGA
1663
Sand Hill Global Advisors
California
$287K -$26.5K -863 -9%
IWA
1664
Intercontinental Wealth Advisors
Texas
$287K -$1.97K -64 -0.7%
PCM
1665
Perritt Capital Management
Illinois
$287K – – –
OAM
1666
Occidental Asset Management
California
$285K +$6.98K +227 +3%
DAM
1667
Doheny Asset Management
California
$283K +$275K +8,925 New
RBC
1668
Roble Belko & Company
Pennsylvania
$282K -$39.7K -1,290 -13%
RVPG
1669
Relative Value Partners Group
$279K – – –
HIM
1670
Hillsdale Investment Management
Ontario, Canada
$273K -$76.9K -2,500 -23%
BOS
1671
Bingham Osborn & Scarborough
California
$273K -$27K -877 -9%
BCM
1672
Brown Capital Management
Maryland
$271K – – –
ERIM
1673
Eagle Ridge Investment Management
Connecticut
$270K -$21.8K -710 -8%
WCM
1674
Weatherstone Capital Management
Colorado
$270K – – –
VSWA
1675
Vontobel Swiss Wealth Advisors
Switzerland
$269K +$10.4K +339 +4%
65 66
67
68 69