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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
Brickley Wealth Management
California
$106M +$3.39M +12,634 +3%
AHSSHC
727
Adventist Health System Sunbelt Healthcare Corp
Florida
$105M +$104M +388,000 New
CM
728
Castleark Management
Illinois
$105M +$1.88M +7,020 +2%
SWM
729
Spire Wealth Management
Virginia
$105M +$683K +2,543 +0.7%
WI
730
Wahed Invest
New York
$104M -$3.59M -13,385 -3%
FNBOO
731
First National Bank of Omaha
Nebraska
$104M +$35.5M +132,188 +53%
KRSITF
732
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$104M -$26.8K -100 -0%
WIM
733
WealthPlan Investment Management
Nebraska
$104M -$1.13M -4,207 -1%
IAS
734
Insigneo Advisory Services
Florida
$103M -$8.49M -31,621 -8%
VVP
735
Venture Visionary Partners
Ohio
$103M +$1.98M +7,389 +2%
SW
736
SVB Wealth
Massachusetts
$103M -$22.3M -82,951 -18%
SEIA
737
Signature Estate & Investment Advisors
California
$103M -$2.08M -7,742 -2%
BWP
738
Baldwin Wealth Partners
Massachusetts
$103M -$2.91M -10,840 -3%
BP
739
Ballentine Partners
Massachusetts
$103M +$1.39M +5,178 +1%
CB
740
Community Bank
New York
$102M -$1.18M -4,398 -1%
NSUP
741
NLB Skladi upravljanje premozenja
$102M +$101M +376,164 New
WG
742
Welch Group
Alabama
$102M -$601K -2,238 -0.6%
MAS
743
Meeder Advisory Services
Ohio
$102M +$5.62M +20,931 +6%
OWM
744
Opes Wealth Management
California
$102M -$2.71M -10,103 -3%
FTWA
745
Fifth Third Wealth Advisors
Ohio
$102M +$1.41M +5,242 +1%
DAS
746
Dynamic Advisor Solutions
Arizona
$102M -$18.4M -68,473 -15%
UF
747
Univest Financial
Pennsylvania
$101M -$405K -1,507 -0.4%
PWP
748
Principle Wealth Partners
Connecticut
$101M -$797K -2,970 -0.8%
GA
749
GuoLine Advisory
Singapore
$101M – – –
USCWA
750
U.S. Capital Wealth Advisors
Texas
$101M -$8.73M -32,521 -8%
28 29
30
31 32