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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Empirical Wealth Management
Washington
$524K -$4.58K -48 -0.9%
WI
1102
Wintrust Investments
Illinois
$524K +$481K +5,042 New
WPP
1103
Whalerock Point Partners
Rhode Island
$523K – – –
VFA
1104
Values First Advisors
Tennessee
$523K +$122K +1,277 +34%
DWP
1105
Daymark Wealth Partners
Ohio
$523K +$8.11K +85 +2%
GIA
1106
Guyasuta Investment Advisors
Pennsylvania
$522K – – –
CA
1107
Carson Advisory
Georgia
$522K +$4.1K +43 +0.9%
AAM
1108
AR Asset Management
California
$521K – – –
QFA
1109
Quattro Financial Advisors
Texas
$520K -$467K -4,896 -98%
BG
1110
Bollard Group
Massachusetts
$520K – – –
SYBT
1111
Stock Yards Bank & Trust
Kentucky
$520K -$263K -2,755 -36%
BAM
1112
BOCHK Asset Management
Hong Kong
$518K +$476K +4,986 New
JWCA
1113
J.W. Cole Advisors
Florida
$515K -$227K -2,377 -32%
AAM
1114
Aureus Asset Management
Massachusetts
$512K +$44.8K +470 +11%
DA
1115
Dover Advisors
Virginia
$510K +$466K +4,882 New
Boston Partners
1116
Boston Partners
Massachusetts
$506K +$1.74M +18,290 New
BWM
1117
Baron Wealth Management
Michigan
$504K +$50.7K +532 +12%
MC
1118
Merlin Capital
Rhode Island
$502K -$5.15K -54 -1%
MG
1119
Mather Group
Illinois
$501K +$9.15K +96 +2%
ACA
1120
Atlas Capital Advisors
Wyoming
$501K -$13.4K -141 -3%
WC
1121
Wynn Capital
Georgia
$498K +$456K +4,785 New
GC
1122
GFG Capital
Florida
$495K – – –
CSIC
1123
Clifford Swan Investment Counsel
California
$494K -$26.8K -281 -6%
X
1124
Xponance
Pennsylvania
$485K +$148K +1,557 +50%
NCM
1125
Narwhal Capital Management
Georgia
$481K – – –