Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1751
Empirical Wealth Management
Washington
$333K -$51.6K -2,882 -14%
AC
1752
Apella Capital
Connecticut
$332K +$102K +5,686 +46%
JSL
1753
JT Stratford LLC
Georgia
$331K +$65.2K +3,645 +25%
Credit Agricole
1754
Credit Agricole
France
$330K -$479K -26,772 -60%
IIC
1755
Integrated Investment Consultants
Michigan
$330K +$60.3K +3,366 +23%
OHWP
1756
Oak Harbor Wealth Partners
North Carolina
$330K +$143 +8 +0%
YWP
1757
YorkBridge Wealth Partners
New York
$330K -$37.9K -2,117 -11%
WC
1758
Woodstock Corp
Massachusetts
$330K -$255K -14,272 -44%
SCM
1759
Sterneck Capital Management
Missouri
$329K +$320K +17,888 New
PSCM
1760
Per Stirling Capital Management
Texas
$329K +$320K +17,858 New
PA
1761
PSI Advisors
Florida
$328K -$11.3K -630 -3%
LD
1762
Lipe & Dalton
New York
$327K +$13.6K +757 +4%
FBFS
1763
First Business Financial Services
Wisconsin
$327K +$38K +2,125 +14%
MWM
1764
Massachusetts Wealth Management
Massachusetts
$326K +$286K +16,002 New
RC
1765
Roundview Capital
New Jersey
$325K -$20.6K -1,153 -6%
PA
1766
Prossimo Advisors
California
$324K +$315K +17,606 New
RRA
1767
Round Rock Advisors
Connecticut
$324K +$39.4K +2,199 +14%
AF
1768
Aldebaran Financial
$324K +$15.7K +875 +5%
1WM
1769
1900 Wealth Management
Texas
$323K – – –
STA
1770
Summit Trail Advisors
New York
$322K +$52.2K +2,914 +20%
CWM
1771
Cahaba Wealth Management
Georgia
$322K -$39.8K -2,221 -11%
CNC
1772
Citizens & Northern Corp
Pennsylvania
$321K -$9.41K -526 -3%
PFM
1773
Parsec Financial Management
North Carolina
$321K -$70.1K -3,917 -18%
CFS
1774
CRA Financial Services
New Jersey
$321K -$144K -8,048 -32%
PTC
1775
Petrus Trust Company
Texas
$320K +$312K +17,408 New