Name Holding Trade Value Shares
Change
Change in
Stake
DPI
1276
Diversified Portfolios Inc
Michigan
$327K – – –
MPI
1277
Mairs & Power Inc
Minnesota
$326K -$18.7K -250 -5%
9WM
1278
9258 Wealth Management
Ohio
$326K +$329K +4,396 New
WIM
1279
Westside Investment Management
California
$325K -$5.76K -77 -2%
LBD
1280
Landsberg Bennett & Dubbaneh
Florida
$325K +$328K +4,382 New
ACI
1281
Alpha Cubed Investments
California
$324K -$1.5K -20 -0.5%
CA
1282
Calton & Associates
Florida
$319K +$141K +1,891 +79%
CPA
1283
Clear Perspective Advisors
Illinois
$317K +$32.9K +440 +11%
NL
1284
NKCFO LLC
Illinois
$316K +$318K +4,257 New
MWP
1285
MYCIO Wealth Partners
Pennsylvania
$314K +$31.8K +425 +15%
MOS
1286
MGO One Seven
Ohio
$312K -$156K -2,087 -33%
CA
1287
Cornerstone Advisory
Maryland
$309K – – –
AAM
1288
Advisors Asset Management
Colorado
$309K +$31.3K +418 +11%
MA
1289
MCF Advisors
Kentucky
$308K -$22.1K -295 -7%
SIG
1290
Sargent Investment Group
Maryland
$305K +$308K +4,119 New
BCWM
1291
Blue Chip Wealth Management
Florida
$303K +$374 +5 +0.1%
TA
1292
TMD & Associates
Arizona
$300K -$10.4K -139 -3%
CPO
1293
Cerity Partners OCIO
New York
$299K -$23.7K -317 -7%
AI
1294
Accredited Investors
Minnesota
$299K – – –
GSIS
1295
Global Strategic Investment Solutions
Arizona
$299K +$302K +4,035 New
RGIA
1296
Rainier Group Investment Advisory
Washington
$298K +$45.9K +614 +18%
LOAMS
1297
Lombard Odier Asset Management (Switzerland)
Switzerland
$297K -$263K -3,519 -47%
GHAM
1298
Gilman Hill Asset Management
Connecticut
$297K – – –
ZCM
1299
Zebra Capital Management
Connecticut
$296K +$59.1K +790 +25%
HTHT
1300
Hemenway Trust Hemenway Trust
New Hampshire
$295K +$3.74K +50 +1%