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Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
1251
Donaldson Capital Management
Indiana
$517K -$452K -1,043 -48%
Independent Financial Group
1252
Independent Financial Group
California
$516K +$2.17K +5 +0.5%
Vise Technologies
1253
Vise Technologies
New York
$516K +$19.5K +45 +4%
Choreo LLC
1254
Choreo LLC
Illinois
$516K +$29.9K +69 +7%
BIC
1255
Beach Investment Counsel
Pennsylvania
$513K – – –
WMA
1256
Wealth Management Associates
New Jersey
$513K -$35.5K -82 -7%
OA
1257
Oracle Alpha
Ontario, Canada
$512K -$10.8K -25 -2%
Benjamin Edwards Inc
1258
Benjamin Edwards Inc
Missouri
$512K +$121K +279 +34%
Crestwood Advisors Group
1259
Crestwood Advisors Group
Massachusetts
$512K +$70.1K +162 +17%
Clifford Swan Investment Counsel
1260
Clifford Swan Investment Counsel
California
$510K -$7.79K -18 -2%
IC
1261
Inscription Capital
Texas
$509K +$93.1K +215 +24%
Plancorp LLC
1262
Plancorp LLC
Missouri
$508K +$31.2K +72 +7%
MCCP
1263
Mission Creek Capital Partners
California
$508K -$8.66K -20 -2%
MWA
1264
Midland Wealth Advisors
Illinois
$508K -$100K -231 -17%
CA
1265
Cullinan Associates
Kentucky
$506K -$3.1M -7,155 -87%
LTAS
1266
Linden Thomas Advisory Services
North Carolina
$505K +$45K +104 +11%
VC
1267
Vicus Capital
Pennsylvania
$504K +$470K +1,086 New
PWAM
1268
Pinnacle West Asset Management
Wyoming
$503K – – –
IFWM
1269
Institute for Wealth Management
Colorado
$502K +$41.1K +95 +10%
TIA
1270
Tiemann Investment Advisors
California
$502K -$19.5K -45 -4%
IFAM
1271
Institutional & Family Asset Management
Colorado
$500K – – –
SCI
1272
Silver Coast Investments
United States
$500K +$64.1K +148 +16%
SOW
1273
State of Wyoming
Wyoming
$498K +$423K +977 +1,018%
AIIMS
1274
Analyst IMS Investment Management Services
Israel
$497K – – –
KFGK
1275
Keystone Financial Group (Kentucky)
Kentucky
$496K – – –