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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$203K -$345K -30,121 -61%
STA
1002
Summit Trail Advisors
New York
$203K -$600K -52,458 -73%
DCM
1003
Donaldson Capital Management
Indiana
$202K +$219K +19,148 New
KWM
1004
Keebeck Wealth Management
Illinois
$202K -$3.15K -275 -1%
CGL
1005
Clarius Group LLC
Washington
$202K -$39.2K -3,425 -15%
Legacy Financial Group (Iowa)
1006
Legacy Financial Group (Iowa)
Iowa
$201K +$16K +1,401 +8%
WMA
1007
West Michigan Advisors
Michigan
$200K +$7.07K +618 +3%
CAC
1008
Certified Advisory Corp
Florida
$200K +$15.7K +1,373 +8%
ACP
1009
Aveo Capital Partners
Colorado
$199K -$22.3K -1,945 -9%
TNBTD
1010
Trustmark National Bank Trust Department
Mississippi
$199K -$256K -22,333 -54%
PPP
1011
Private Portfolio Partners
New Jersey
$199K +$216K +18,863 New
SIM
1012
Sentry Investment Management
Wisconsin
$199K
JAFL
1013
Jay A. Fishman Ltd
Michigan
$198K -$247K -21,570 -53%
BJL
1014
Brighton Jones LLC
Washington
$197K -$93.4K -8,164 -30%
CBA
1015
Coastal Bridge Advisors
Connecticut
$195K +$481 +42 +0.2%
LCM
1016
Liberty Capital Management
Michigan
$194K
WAS
1017
Winch Advisory Services
Wisconsin
$194K +$12.4K +1,080 +6%
FMLI
1018
Fukoku Mutual Life Insurance
Japan
$194K -$54.3K -4,746 -21%
KMWM
1019
Keudell/Morrison Wealth Management
Oregon
$193K -$6.35K -555 -3%
EGA
1020
E&G Advisors
Texas
$193K -$22.8K -1,994 -10%
WSFS
1021
Wilmington Savings Fund Society
Delaware
$192K +$208K +18,187 New
ARG
1022
Advisory Resource Group
Oklahoma
$192K +$927 +81 +0.4%
ATFA
1023
All Terrain Financial Advisors
Minnesota
$192K
KFGK
1024
Keystone Financial Group (Kentucky)
Kentucky
$192K -$125K -10,882 -37%
MM
1025
MQS Management
New York
$191K +$207K +18,122 New