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Name Holding Trade Value Shares
Change 		Change in
Stake
BCC
1826
Baines Creek Capital
Texas
$694K -$671K -13,820 -52%
AP
1827
Arlington Partners
Alabama
$694K -$582K -11,981 -48%
CPA
1828
Clear Perspective Advisors
Illinois
$693K +$97.2K +2,000 +19%
AF
1829
Allworth Financial
California
$691K +$9.38K +193 +2%
HWMG
1830
Hurlow Wealth Management Group
Indiana
$690K – – –
NFG
1831
Next Financial Group
Texas
$689K -$1.19M -24,505 -66%
NFH
1832
NEXT Financial Holdings
Texas
$689K +$619K +12,750 New
LP
1833
LGL Partners
Pennsylvania
$689K +$621K +12,771 New
CHJWM
1834
Carlton Hofferkamp & Jenks Wealth Management
Texas
$687K +$162K +3,331 +35%
GLI
1835
Guardian Life Insurance
New York
$685K -$12.3K -253 -2%
FEM
1836
Fulcrum Equity Management
Texas
$684K -$14K -289 -2%
HJMC
1837
Hellman Jordan Management Company
Massachusetts
$678K -$194K -3,995 -24%
CPC
1838
Congress Park Capital
New York
$674K – – –
GAM
1839
Garrison Asset Management
Arkansas
$672K -$10.3K -211 -2%
GC
1840
Garde Capital
Washington
$671K -$7.68K -158 -1%
SHGA
1841
Sand Hill Global Advisors
California
$671K +$4.66K +96 +0.8%
DOA
1842
D'Orazio & Associates
Virginia
$668K +$505K +10,385 +524%
NBG
1843
Nancy B. Gardiner
$665K – – –
PWPCM
1844
Perella Weinberg Partners Capital Management
New York
$664K -$342K -7,032 -36%
MHIM
1845
MacNealy Hoover Investment Management
Ohio
$661K -$34K -700 -5%
CAM
1846
Cypress Asset Management
Texas
$660K +$23.1K +475 +4%
PV
1847
Private Vista
Illinois
$658K -$6.95K -143 -1%
MFW
1848
Meristem Family Wealth
Minnesota
$655K – – –
LWM
1849
Liberty Wealth Management
California
$652K -$86.1K -1,772 -13%
VIM
1850
Vista Investment Management
Pennsylvania
$652K -$3.06K -63 -0.5%
72 73
74
75 76