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Name Holding Trade Value Shares
Change
Change in
Stake
SW
851
SVB Wealth
Massachusetts
$351K -$107K -334 -23%
LOAMS
852
Lombard Odier Asset Management (Switzerland)
Switzerland
$351K
MC
853
Montag & Caldwell
Georgia
$350K
OIA
854
Optimum Investment Advisors
Illinois
$347K
Bessemer Group
855
Bessemer Group
New Jersey
$347K +$10.6K +33 +3%
CA
856
Cetera Advisors
Colorado
$336K +$30.8K +96 +10%
BWM
857
Buckley Wealth Management
Nevada
$336K +$338K +1,054 New
BBI
858
Baxter Bros Inc
Connecticut
$335K
PA
859
Parallel Advisors
California
$335K +$14.1K +44 +4%
DFIG
860
Dragon Financial & Investment Group
California
$334K +$336K +1,047 New
RFA
861
Reilly Financial Advisors
California
$332K -$15.7K -49 -4%
MPI
862
Mairs & Power Inc
Minnesota
$327K -$8.98K -28 -3%
WIC
863
Whitegate Investment Counselors
New Hampshire
$327K +$3.21K +10 +1%
GCA
864
Gideon Capital Advisors
New York
$326K -$199K -619 -38%
LBC
865
Lowe Brockenbrough & Co
Virginia
$325K
CF
866
Copperwynd Financial
Arizona
$324K +$326K +1,017 New
CCM
867
Compton Capital Management
Rhode Island
$321K +$323K +1,008 New
BC
868
Birchview Capital
Vermont
$319K
DDPIC
869
Deroy & Devereaux Private Investment Counsel
Michigan
$319K
IP
870
Investment Partners
Ohio
$319K
PWP
871
Private Wealth Partners
California
$319K
SPC
872
Sigma Planning Corp
Michigan
$317K +$75.1K +234 +31%
AWA
873
ARS Wealth Advisors
Florida
$315K +$42K +131 +15%
CCM
874
Coldstream Capital Management
Washington
$314K +$72.2K +225 +30%
EIA
875
Edgemoor Investment Advisors
Maryland
$313K +$64.2K +200 +28%