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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Empirical Wealth Management
Washington
$225K -$3.15K -44 -1%
HI
827
Harbour Investments
Wisconsin
$223K -$788 -11 -0.3%
FWIA
828
Fort Washington Investment Advisors
Ohio
$223K – – –
WFI
829
West Family Investments
California
$223K +$5.95K +83 +3%
HA
830
Herold Advisors
New York
$222K +$229K +3,200 New
HPC
831
HM Payson & Co
Maine
$221K – – –
GIM
832
Greylin Investment Management
Virginia
$220K -$5.73K -80 -2%
CA
833
Calton & Associates
Florida
$220K +$502 +7 +0.2%
TAM
834
Townsend Asset Management
North Carolina
$219K – – –
BW
835
Bison Wealth
Georgia
$217K -$32.2K -449 -13%
SFA
836
Sequoia Financial Advisors
Ohio
$216K -$278K -3,878 -56%
PCA
837
Pallas Capital Advisors
Massachusetts
$216K -$9.24K -129 -4%
BPWM
838
Badgley Phelps Wealth Managers
Washington
$216K +$222K +3,098 New
DIP
839
DT Investment Partners
Pennsylvania
$215K +$221K +3,090 New
TCWM
840
Total Clarity Wealth Management
Illinois
$215K +$222K +3,092 New
FIM
841
Fruth Investment Management
Texas
$214K – – –
MC
842
Moors & Cabot
Massachusetts
$214K – – –
AF
843
Advisornet Financial
Minnesota
$212K +$198K +2,768 +1,033%
IWC
844
Integrated Wealth Concepts
Massachusetts
$212K +$218K +3,044 New
AWA
845
Aaron Wealth Advisors
Illinois
$210K – – –
TBA
846
Tower Bridge Advisors
Pennsylvania
$209K – – –
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$209K -$43K -600 -17%
BFM
848
Boston Financial Management
Massachusetts
$209K – – –
WTC
849
WhitTier Trust Company
Nevada
$209K – – –
FIA
850
Foundations Investment Advisors
Arizona
$209K +$214K +2,984 New
32 33
34
35 36