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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
776
Roble Belko & Company
Pennsylvania
$356K -$74K -250 -18%
TPWA
777
TRUE Private Wealth Advisors
Oregon
$355K – – –
CPA
778
Capital Planning Advisors
California
$355K +$335K +1,133 New
CS
779
Comerica Securities
Michigan
$353K – – –
GP
780
Girard Partners
Pennsylvania
$352K +$47.4K +160 +17%
IAA
781
Independent Advisor Alliance
North Carolina
$346K +$311K +1,050 New
LOAMS
782
Lombard Odier Asset Management (Switzerland)
Switzerland
$345K – – –
MC
783
Montag & Caldwell
Georgia
$344K – – –
NFG
784
Next Financial Group
Texas
$343K -$135K -455 -31%
RFA
785
Reilly Financial Advisors
California
$342K +$4.74K +16 +1%
OIA
786
Optimum Investment Advisors
Illinois
$341K – – –
GIA
787
GHP Investment Advisors
Colorado
$338K – – –
Bessemer Group
788
Bessemer Group
New Jersey
$331K -$101K -340 -24%
MPI
789
Mairs & Power Inc
Minnesota
$330K – – –
BBI
790
Baxter Bros Inc
Connecticut
$329K – – –
BDF
791
Balasa Dinverno & Foltz
$325K +$12.1K +41 +4%
NG
792
NatWest Group
United Kingdom
$322K -$2.96K -10 -1%
LBC
793
Lowe Brockenbrough & Co
Virginia
$320K – – –
PA
794
Parallel Advisors
California
$319K +$296 +1 +0.1%
WIC
795
Whitegate Investment Counselors
New Hampshire
$318K +$7.4K +25 +3%
HPC
796
HM Payson & Co
Maine
$315K -$25.2K -85 -8%
PCMM
797
Private Capital Management (Minnesota)
Minnesota
$313K -$267K -900 -47%
BC
798
Birchview Capital
Vermont
$313K – – –
DDPIC
799
Deroy & Devereaux Private Investment Counsel
Michigan
$313K – – –
IP
800
Investment Partners
Ohio
$313K – – –