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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1076
Holderness Investments Company
North Carolina
$336K +$333K +6,029 New
UR
1077
USCA RIA
Texas
$335K +$332K +6,017 New
SBSB
1078
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K
EWM
1079
Empirical Wealth Management
Washington
$330K
PHS
1080
Pekin Hardy Strauss
Illinois
$330K
PP
1081
Palladium Partners
Virginia
$329K -$6.41K -116 -2%
FBA
1082
Front Barnett Associates
Illinois
$327K
MCM
1083
Mengis Capital Management
Oregon
$327K
RIA
1084
RPG Investment Advisory
California
$324K -$15.4K -279 -5%
CCP
1085
Corient Capital Partners
California
$323K -$34.4K -622 -10%
FMLI
1086
Fukoku Mutual Life Insurance
Japan
$323K
AssetMark Inc
1087
AssetMark Inc
California
$321K -$115K -2,079 -27%
JFA
1088
JNBA Financial Advisors
Minnesota
$320K
LDB
1089
Lee, Danner & Bass
Tennessee
$315K +$9.34K +169 +3%
BMM
1090
Buffington Mohr McNeal
Idaho
$312K
Financial Engines Advisors
1091
Financial Engines Advisors
California
$312K +$244K +4,412 +372%
SFS
1092
Sowell Financial Services
Arkansas
$311K +$43.5K +788 +15%
SPWA
1093
SteelBridge Private Wealth Advisors
Florida
$309K -$254K -4,600 -45%
AA
1094
Apriem Advisors
California
$309K +$5.53K +100 +2%
PNAA
1095
Pictet North America Advisors
Switzerland
$307K +$71.8K +1,300 +31%
MCM
1096
Monarch Capital Management
Indiana
$306K +$4.14K +75 +1%
TIA
1097
Tiemann Investment Advisors
California
$302K
WA1
1098
Wimmer Associates 1
California
$302K +$6.63K +120 +2%
Lido Advisors
1099
Lido Advisors
California
$301K +$127K +2,303 +71%
LC
1100
Lourd Capital
California
$299K +$296K +5,362 New