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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1726
McKinley Carter Wealth Services
West Virginia
$273K +$487 +8 +0.2%
LAIC
1727
Lederer & Associates Investment Counsel
California
$272K +$19.8K +325 +8%
VWA
1728
V Wealth Advisors
Kansas
$271K -$152K -2,498 -36%
EWM
1729
Empirical Wealth Management
Washington
$271K +$25.3K +416 +10%
KA
1730
Klingman & Associates
New York
$269K -$1.76K -29 -0.7%
HCA
1731
Horan Capital Advisors
Ohio
$268K -$4.32K -71 -2%
FHB
1732
First Hawaiian Bank
Hawaii
$268K -$3.23K -53 -1%
TI
1733
Truepoint Inc
Ohio
$268K +$365 +6 +0.1%
CHJWM
1734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$268K +$267K +4,391 New
BMM
1735
Buffington Mohr McNeal
Idaho
$267K +$266K +4,368 New
ECM
1736
Evergreen Capital Management
Washington
$265K +$264K +4,333 New
PAG
1737
Pinnacle Advisory Group
Maryland
$263K +$5.42K +89 +2%
CP
1738
Camelot Portfolios
Ohio
$262K -$235K -3,867 -47%
BFM
1739
Boothbay Fund Management
New York
$262K -$21.5K -354 -8%
CW
1740
Cobiz Wealth
Colorado
$261K -$15K -247 -5%
AWM
1741
AllSquare Wealth Management
New York
$261K -$12.7K -209 -5%
SMH
1742
Sanders Morris Harris
Texas
$261K -$9.56K -157 -4%
BWA
1743
Burt Wealth Advisors
Maryland
$261K +$85.3K +1,401 +49%
JCM
1744
Jacobi Capital Management
Pennsylvania
$260K -$6.45K -106 -2%
FA
1745
FCG Advisors
New Jersey
$259K +$258K +4,242 New
UBG
1746
United Bank (Georgia)
Georgia
$258K -$34K -559 -12%
PCM
1747
Pointe Capital Management
Michigan
$257K -$12K -197 -4%
BFPW
1748
BOK Financial Private Wealth
Colorado
$256K -$158K -2,597 -38%
TG
1749
TLP Group
Illinois
$256K -$115K -1,887 -31%
JDR
1750
Jay D. Rosenbaum
$256K – – –