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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
976
Independent Solutions Wealth Management
New York
$3.55M +$203K +393 +7%
DLCIG
977
D.L. Carlson Investment Group
New Hampshire
$3.55M -$101K -195 -3%
HIM
978
HawsGoodwin Investment Management
Tennessee
$3.55M -$111K -216 -3%
HZ
979
Hixon Zuercher
Ohio
$3.54M -$872K -1,692 -22%
TH
980
TCTC Holdings
Texas
$3.54M +$23.2K +45 +0.8%
HA
981
Harbor Advisors
Florida
$3.51M
TAM
982
Telemark Asset Management
Massachusetts
$3.51M +$3.09M +6,000 New
NFG
983
Next Financial Group
Texas
$3.5M +$207K +401 +7%
GAM
984
Grandview Asset Management
Pennsylvania
$3.5M +$316K +613 +11%
BIP
985
Bouvel Investment Partners
Pennsylvania
$3.47M +$9.79K +19 +0.3%
GVAG
986
Great Valley Advisor Group
Delaware
$3.46M +$1.61M +3,129 +108%
PAI
987
Pittenger & Anderson Inc
Nebraska
$3.46M -$20.1K -39 -0.7%
FPS
988
Fieldpoint Private Securities
Connecticut
$3.44M -$22.2K -43 -0.8%
MIP
989
Marietta Investment Partners
Wisconsin
$3.43M -$46.4K -90 -2%
MWM
990
Midwest Wealth Management
Indiana
$3.43M +$71.7K +139 +2%
HCM
991
HMS Capital Management
Tennessee
$3.4M +$91.2K +177 +3%
SC
992
Slow Capital
California
$3.4M +$350K +679 +13%
PFO
993
Pathstone Family Office
New Jersey
$3.39M +$603K +1,169 +25%
WCM
994
Wunderlich Capital Managemnt
Tennessee
$3.39M -$17K -33 -0.6%
Wealth Enhancement Advisory Services
995
Wealth Enhancement Advisory Services
Minnesota
$3.37M +$2.87M +5,563 New
GGI
996
GPM Growth Investors
Michigan
$3.37M +$885K +1,716 +42%
ACM
997
Alamar Capital Management
California
$3.37M +$79.9K +155 +3%
LNC
998
Lincoln National Corp
Pennsylvania
$3.36M -$192K -373 -6%
CGL
999
Clarius Group LLC
Washington
$3.36M +$31.4K +61 +1%
BFIC
1000
Bedell Frazier Investment Counselling
California
$3.35M -$3.37M -6,537 -53%