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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Empirical Wealth Management
Washington
$239K -$62.5K -326 -20%
FMLI
652
Fukoku Mutual Life Insurance
Japan
$239K – – –
WPW
653
Waldron Private Wealth
Pennsylvania
$237K -$89K -464 -26%
MAS
654
Meeder Advisory Services
Ohio
$237K +$250K +1,305 New
HNB
655
Huntington National Bank
Ohio
$236K +$15K +78 +6%
SIC
656
Salem Investment Counselors
North Carolina
$234K +$8.82K +46 +4%
SPC
657
Sigma Planning Corp
Michigan
$232K +$29.1K +152 +13%
NP
658
NorthRock Partners
Minnesota
$230K +$15.9K +83 +7%
FTWA
659
Fifth Third Wealth Advisors
Ohio
$229K +$2.49K +13 +1%
SC
660
Syon Capital
California
$229K +$242K +1,261 New
HSA
661
HBK Sorce Advisory
Pennsylvania
$226K +$6.71K +35 +3%
P
662
Pitcairn
Pennsylvania
$224K +$237K +1,236 New
KCP
663
Kera Capital Partners
California
$224K -$29.1K -152 -11%
IAA
664
Independent Advisor Alliance
North Carolina
$223K -$20.9K -109 -8%
SIG
665
Sky Investment Group
Connecticut
$222K +$14.4K +75 +7%
OF
666
Optimize Financial
California
$222K -$10.7K -56 -4%
GL
667
Graypoint LLC
New York
$221K +$17.8K +93 +8%
GDP
668
Great Diamond Partners
Maine
$217K -$15.9K -83 -6%
PMSA
669
Patrick M. Sweeney & Associates
Illinois
$217K – – –
BJL
670
Brighton Jones LLC
Washington
$214K +$226K +1,181 New
GF
671
Gries Financial
Ohio
$213K -$5.94K -31 -3%
FA
672
Fedenia Advisers
Wisconsin
$212K -$244K -1,273 -52%
BBPWM
673
Blue Bell Private Wealth Management
Pennsylvania
$211K +$223K +1,163 New
CCA
674
Checchi Capital Advisers
California
$211K +$1.34K +7 +0.6%
MOS
675
MGO One Seven
Ohio
$209K +$221K +1,150 New