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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1626
Empirical Wealth Management
Washington
$1.05M -$385K -2,128 -28%
FVCM
1627
F&V Capital Management
Florida
$1.04M – – –
APP
1628
Avantax Planning Partners
Iowa
$1.03M -$89.1K -493 -9%
AIA
1629
Arcadia Investment Advisors
Idaho
$1.03M +$918K +5,080 +2,540%
AF
1630
Affiance Financial
Minnesota
$1.02M -$664K -3,673 -41%
HCM
1631
Howland Capital Management
Massachusetts
$1.02M +$1.45K +8 +0.2%
RCM
1632
RNC Capital Management
California
$1.01M -$31.6K -175 -3%
VWM
1633
Venturi Wealth Management
Texas
$1M +$427K +2,362 +76%
MIA
1634
MainStreet Investment Advisors
Illinois
$1M -$166K -916 -15%
WI
1635
WrapManager Inc
California
$1M +$91.6K +507 +11%
CCM
1636
Cadence Capital Management
Massachusetts
$999K -$33.3K -184 -3%
JA
1637
JOYN Advisors
Georgia
$997K +$98.7K +546 +12%
FC
1638
Ferris Capital
Massachusetts
$994K -$263K -1,456 -22%
AI
1639
Accredited Investors
Minnesota
$990K -$82.4K -456 -8%
I
1640
INVST
Indiana
$989K -$21.5K -119 -2%
TSW
1641
Thompson Siegel & Walmsley
Virginia
$989K +$578K +3,200 +170%
FFA
1642
Fragasso Financial Advisors
Pennsylvania
$987K +$1.26K +7 +0.1%
SBWM
1643
Sunflower Bank Wealth Management
Arizona
$986K – – –
BO
1644
BRR OpCo
Ohio
$984K -$256K -1,416 -22%
PWW
1645
Pettyjohn Wood & White
Virginia
$981K +$342K +1,895 +60%
WMSA
1646
Weiss Multi-Strategy Advisers
New York
$972K -$271K -1,500 -23%
CA
1647
Claar Advisors
New York
$972K +$904K +5,000 New
ATFA
1648
All Terrain Financial Advisors
Minnesota
$971K +$903K +4,999 New
PT
1649
Plimoth Trust
Massachusetts
$970K -$352K -1,950 -28%
CCM
1650
Catawba Capital Management
Virginia
$967K +$18.1K +100 +2%
64 65
66
67 68