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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1451
Empirical Wealth Management
Washington
$305K -$1.06K -20 -0.3%
CS
1452
Credential Securities
$305K +$156K +2,945 +83%
W
1453
Wealthquest
Ohio
$304K -$38.9K -733 -10%
GAAM
1454
Guinness Atkinson Asset Management
California
$301K +$35.6K +670 +12%
MPIA
1455
Mountain Pacific Investment Advisers
Idaho
$300K – – –
PFS
1456
Prospera Financial Services
Texas
$300K +$99.4K +1,872 +36%
KWMG
1457
King Wealth Management Group
Florida
$299K +$1.38K +26 +0.4%
AR
1458
Advisory Research
Illinois
$298K -$478 -9 -0.1%
V
1459
ValueWorks
New York
$297K -$3.08K -58 -0.9%
DAC
1460
Dividend Assets Capital
South Carolina
$296K – – –
TAM
1461
Taurus Asset Management
New York
$296K – – –
DCM
1462
Donaldson Capital Management
Indiana
$296K +$12.5K +236 +4%
KIG
1463
Kovitz Investment Group
Illinois
$295K -$9.3K -175 -3%
CCM
1464
Cohen Capital Management
California
$295K – – –
FCE
1465
Fiera Capital (Europe)
Cayman Islands
$295K – – –
SRC
1466
Stone Run Capital
New York
$293K -$16.7K -314 -5%
SAM
1467
SignalPoint Asset Management
Missouri
$292K +$44.2K +832 +16%
HKIM
1468
Hayek Kallen Investment Management
Alabama
$292K +$329K +6,186 New
RA
1469
RFG Advisory
Alabama
$291K -$58.4K -1,099 -15%
QC
1470
Quadrature Capital
United Kingdom
$291K +$328K +6,183 New
TC
1471
Trust Company
Kansas
$290K +$11.4K +215 +4%
GAM
1472
Gotham Asset Management
New York
$289K +$325K +6,125 New
CL
1473
Croft-Leominster
Maryland
$288K – – –
NEPWA
1474
New England Private Wealth Advisors
Massachusetts
$288K +$744 +14 +0.2%
ST
1475
Sentinel Trust
Texas
$287K -$3.88K -73 -1%