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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3001
Evermay Wealth Management
Virginia
$236K -$10.2K -470 -5%
CWM
3002
Campbell Wealth Management
Virginia
$236K +$184K +8,510 New
AWM
3003
Abound Wealth Management
Tennessee
$236K +$67.5K +3,120 +58%
AAM
3004
Aureus Asset Management
Massachusetts
$236K +$184K +8,490 New
JSAM
3005
J. Safra Asset Management
New York
$236K – – –
EAM
3006
Empirical Asset Management
Massachusetts
$235K +$183K +8,470 New
CWMGP
3007
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$235K -$188K -8,700 -51%
MSA
3008
Marino Stram & Associates
Massachusetts
$234K +$182K +8,430 New
GAM
3009
GEM Asset Management
Michigan
$234K +$182K +8,420 New
OA
3010
Operose Advisors
Wisconsin
$233K – – –
WDA
3011
Wendell David Associates
New Hampshire
$233K +$182K +8,390 New
MAWA
3012
Moss Adams Wealth Advisors
Washington
$233K +$181K +8,380 New
CPW
3013
Crestmont Private Wealth
Texas
$233K +$181K +8,380 New
HKIMG
3014
Hutchens & Kramer Investment Management Group
Indiana
$229K -$134K -6,180 -43%
PRS
3015
Pinkerton Retirement Specialists
Idaho
$229K +$179K +8,250 New
BDS
3016
Banco de Sabadell
Florida
$229K +$57.4K +2,650 +46%
BFP
3017
Beacon Financial Planning
Massachusetts
$229K +$178K +8,240 New
MCWS
3018
McKinley Carter Wealth Services
West Virginia
$228K +$177K +8,200 New
GG
3019
Greenwood Gearhart
Arkansas
$228K +$177K +8,200 New
SAM
3020
Seelaus Asset Management
New Jersey
$227K +$177K +8,200 New
MA
3021
MKT Advisors
California
$227K +$182K +8,430 New
PPW
3022
Pasadena Private Wealth
California
$226K +$176K +8,150 New
WFAG
3023
Wescott Financial Advisory Group
Pennsylvania
$226K +$176K +8,130 New
WA
3024
WBH Advisory
Maryland
$226K +$176K +8,130 New
Laird Norton Wetherby Trust Company
3025
Laird Norton Wetherby Trust Company
Washington
$226K +$176K +8,130 New