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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2401
Empirical Asset Management
Massachusetts
$603K -$492K -5,584 -47%
4A
2402
4Wealth Advisors
Illinois
$603K +$188K +2,139 +49%
HR
2403
Howe & Rusling
New York
$602K -$39.5K -448 -7%
MTIC
2404
Missouri Trust & Investment Company
Missouri
$601K -$17.6K -200 -3%
BOJHT
2405
Bank of Jackson Hole Trust
Wyoming
$601K +$13.7K +156 +3%
NNPTE
2406
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$599K – – –
PWM
2407
Prentice Wealth Management
New York
$599K +$22.7K +258 +4%
OWMIAS
2408
One Wealth Management Investment & Advisory Services
Florida
$599K -$21.2K -241 -4%
CCM
2409
Canal Capital Management
Virginia
$594K +$140K +1,590 +35%
CAM
2410
Concorde Asset Management
Michigan
$593K -$361K -4,092 -40%
BA
2411
Ballast Advisors
Minnesota
$593K -$176 -2 -0%
SA
2412
SFI Advisors
New Jersey
$591K – – –
WPP
2413
Whalerock Point Partners
Rhode Island
$591K – – –
MCM
2414
Militia Capital Management
Texas
$590K +$540K +6,134 New
TNA
2415
True North Advisors
Texas
$589K +$91K +1,033 +20%
IWS
2416
Insight Wealth Strategies
California
$589K +$41.9K +475 +8%
MPW
2417
Magnolia Private Wealth
Pennsylvania
$588K +$79.3K +900 +17%
PAS
2418
PKS Advisory Services
New York
$587K +$66.9K +759 +14%
FFG
2419
Frisch Financial Group
New York
$586K +$153K +1,742 +40%
MSWM
2420
McGlone Suttner Wealth Management
Wisconsin
$585K +$6.43K +73 +1%
OWP
2421
Obermeyer Wealth Partners
Colorado
$585K – – –
FPL
2422
Fortress Private Ledger
North Carolina
$584K -$17.8K -202 -3%
IASG
2423
Investment Advisory Services Group
Florida
$584K +$94.5K +1,073 +21%
LOIP
2424
Live Oak Investment Partners
Texas
$584K -$1.14M -12,910 -68%
NDBT
2425
North Dallas Bank & Trust
Texas
$584K +$208K +2,360 +64%
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