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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
Empirical Wealth Management
Washington
$284K +$22.1K +481 +8%
WOC
1702
West Oak Capital
California
$282K – – –
DIP
1703
DT Investment Partners
Pennsylvania
$281K +$21K +457 +8%
AWA
1704
Acorn Wealth Advisors
Michigan
$281K +$280K +6,102 New
HFP
1705
Holistic Financial Partners
Indiana
$281K +$281K +6,115 New
CCM
1706
Carlson Capital Management
Minnesota
$280K +$16.3K +354 +6%
QPWM
1707
Quadrant Private Wealth Management
Pennsylvania
$280K +$280K +6,100 New
PWW
1708
Pettyjohn Wood & White
Virginia
$279K – – –
GHAM
1709
Gilman Hill Asset Management
Connecticut
$276K – – –
SFG
1710
Sather Financial Group
Texas
$276K – – –
AAM
1711
American Asset Management
Florida
$276K +$3.03K +66 +1%
MWM
1712
Marietta Wealth Management
Georgia
$275K -$250K -5,430 -48%
DDPIC
1713
Deroy & Devereaux Private Investment Counsel
Michigan
$275K – – –
GC
1714
Gruss & Co
Florida
$275K – – –
HPIA
1715
Hamilton Point Investment Advisors
North Carolina
$274K – – –
CCB
1716
Cutter & Co Brokerage
Missouri
$269K – – –
NCM
1717
Nelson Capital Management
California
$269K – – –
TC
1718
Trust Company
Kansas
$268K +$12.4K +270 +5%
MGIA
1719
Matthew Goff Investment Advisor
Texas
$268K +$15.1K +328 +6%
SC
1720
Searle & Co
Connecticut
$268K +$15.3K +332 +6%
GC
1721
Gibson Capital
Pennsylvania
$267K – – –
RP
1722
Riverbridge Partners
Minnesota
$266K +$46 +1 +0%
ZF
1723
Zhang Financial
Michigan
$265K -$4.74K -103 -2%
SIC
1724
Sigma Investment Counselors
Michigan
$263K -$90.6K -1,971 -26%
BCA
1725
Berman Capital Advisors
Georgia
$263K +$264K +5,743 New
67 68
69
70 71