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Name Holding Trade Value Shares
Change
Change in
Stake
LW
801
Linscomb Wealth
Texas
$320K +$50.1K +169 +18%
TPWA
802
TRUE Private Wealth Advisors
Oregon
$319K
MC
803
Montag & Caldwell
Georgia
$312K
MIS
804
Morningstar Investment Services
Illinois
$305K -$1.35M -4,562 -81%
RMCM
805
Reynders McVeigh Capital Management
Massachusetts
$305K -$3.85K -13 -1%
RFA
806
Reilly Financial Advisors
California
$305K +$47.4K +160 +17%
HPC
807
HM Payson & Co
Maine
$304K -$37.1K -125 -10%
LBC
808
Lowe Brockenbrough & Co
Virginia
$304K
SFG
809
SevenBridge Financial Group
Pennsylvania
$304K
BWM
810
Baystate Wealth Management
Massachusetts
$300K
IP
811
Intellectus Partners
California
$297K +$310K +1,046 New
BDF
812
Balasa Dinverno & Foltz
$294K +$47.4K +160 +18%
ZCA
813
Zeke Capital Advisors
Pennsylvania
$294K +$307K +1,036 New
MPI
814
Mairs & Power Inc
Minnesota
$291K
PFS
815
Prospera Financial Services
Texas
$291K +$31.1K +105 +12%
ONB
816
Old National Bancorp
Indiana
$290K -$32.6K -110 -10%
WIC
817
Whitegate Investment Counselors
New Hampshire
$288K
FANJ
818
Financial Architects (New Jersey)
New Jersey
$287K -$16.9K -57 -5%
RMDI
819
R.M. Davis Inc
Maine
$285K -$59.3K -200 -17%
PCMM
820
Private Capital Management (Minnesota)
Minnesota
$284K -$133K -450 -31%
DLA
821
Douglas Lane & Associates
New York
$284K -$88.9K -300 -23%
FMLI
822
Fukoku Mutual Life Insurance
Japan
$284K -$29.6K -100 -9%
IP
823
Investment Partners
Ohio
$284K -$19.6K -66 -6%
BC
824
Birchview Capital
Vermont
$284K
DDPIC
825
Deroy & Devereaux Private Investment Counsel
Michigan
$284K