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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$274K +$274K +2,621 New
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$273K +$44.2K +423 +19%
BHIA
603
Birch Hill Investment Advisors
Massachusetts
$272K -$29.3K -281 -10%
NERM
604
New England Research & Management
Illinois
$272K – – –
KS
605
Karpas Strategies
Connecticut
$271K +$418 +4 +0.2%
CHC
606
City Holding Co
West Virginia
$270K -$5.22K -50 -2%
MG
607
Meritage Group
California
$268K +$267K +2,558 New
DWP
608
Daymark Wealth Partners
Ohio
$268K +$27.6K +264 +12%
LF
609
Lantz Financial
Illinois
$266K -$14.7K -141 -5%
SFA
610
Seneca Financial Advisors
New York
$266K – – –
GIA
611
Guyasuta Investment Advisors
Pennsylvania
$263K – – –
VIA
612
Vident Investment Advisory
Georgia
$261K +$261K +2,496 New
DAM
613
Delta Asset Management
Tennessee
$260K -$522 -5 -0.2%
CAM
614
Cresset Asset Management
Illinois
$256K -$342K -3,272 -57%
KWM
615
Kingsview Wealth Management
Oregon
$255K -$73.2K -701 -22%
EIP
616
Ellis Investment Partners
Pennsylvania
$253K +$835 +8 +0.3%
LIM
617
Leavell Investment Management
Alabama
$251K – – –
WI
618
Wahed Invest
New York
$246K +$6.16K +59 +3%
CCC
619
Chelsea Counsel Company
California
$246K – – –
BWM
620
Blossom Wealth Management
California
$245K +$245K +2,342 New
FWM
621
FFT Wealth Management
Pennsylvania
$244K +$4.59K +44 +2%
NFGCM
622
Norman Fields Gottscho Capital Management
New York
$244K – – –
AWM
623
Angeles Wealth Management
California
$243K -$51.2K -490 -17%
CC
624
Courier Capital
New York
$242K +$241K +2,311 New
AIP
625
Ameritas Investment Partners
Nebraska
$241K – – –