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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
776
TRUE Private Wealth Advisors
Oregon
$355K
CPA
777
Capital Planning Advisors
California
$355K +$335K +1,133 New
CS
778
Comerica Securities
Michigan
$353K
GP
779
Girard Partners
Pennsylvania
$352K +$47.4K +160 +17%
IAA
780
Independent Advisor Alliance
North Carolina
$346K +$311K +1,050 New
LOAMS
781
Lombard Odier Asset Management (Switzerland)
Switzerland
$345K
MC
782
Montag & Caldwell
Georgia
$344K
NFG
783
Next Financial Group
Texas
$343K -$135K -455 -31%
RFA
784
Reilly Financial Advisors
California
$342K +$4.74K +16 +1%
OIA
785
Optimum Investment Advisors
Illinois
$341K
GIA
786
GHP Investment Advisors
Colorado
$338K
Bessemer Group
787
Bessemer Group
New Jersey
$331K -$101K -340 -24%
MPI
788
Mairs & Power Inc
Minnesota
$330K
BBI
789
Baxter Bros Inc
Connecticut
$329K
BDF
790
Balasa Dinverno & Foltz
$325K +$12.1K +41 +4%
NG
791
NatWest Group
United Kingdom
$322K -$2.96K -10 -1%
LBC
792
Lowe Brockenbrough & Co
Virginia
$320K
PA
793
Parallel Advisors
California
$319K +$296 +1 +0.1%
WIC
794
Whitegate Investment Counselors
New Hampshire
$318K +$7.4K +25 +3%
HPC
795
HM Payson & Co
Maine
$315K -$25.2K -85 -8%
PCMM
796
Private Capital Management (Minnesota)
Minnesota
$313K -$267K -900 -47%
BC
797
Birchview Capital
Vermont
$313K
DDPIC
798
Deroy & Devereaux Private Investment Counsel
Michigan
$313K
IP
799
Investment Partners
Ohio
$313K
PWP
800
Private Wealth Partners
California
$313K