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Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Savant Capital
Illinois
$454K +$24.6K +266 +6%
BCV
377
Banque Cantonale Vaudoise
Switzerland
$451K -$296K -3,200 -39%
HWA
378
HCR Wealth Advisors
California
$444K -$41.7K -450 -8%
DT
379
Diversified Trust
Tennessee
$432K +$443K +4,785 New
LNB
380
Ledyard National Bank
$426K – – –
IIC
381
Ironwood Investment Counsel
Arizona
$420K -$24.3K -262 -5%
EWG
382
Executive Wealth Group
Washington
$408K – – –
RFN
383
RDA Financial Network
Iowa
$407K – – –
DADC
384
D.A. Davidson & Co
Montana
$400K -$463 -5 -0.1%
TIA
385
Trust Investment Advisors
Indiana
$394K +$200K +2,163 +98%
FAM
386
Formidable Asset Management
Ohio
$389K – – –
CGL
387
Clarius Group LLC
Washington
$388K +$7.22K +78 +2%
GT
388
Greenleaf Trust
Michigan
$386K -$6.11K -66 -2%
ICG
389
InterOcean Capital Group
Tennessee
$384K +$393K +4,249 New
AG
390
AIA Group
Hong Kong
$380K +$316K +3,414 +433%
LWA
391
Lowe Wealth Advisors
Maryland
$374K – – –
EWM
392
Empirical Wealth Management
Washington
$373K -$60.7K -656 -14%
OPS
393
Orion Portfolio Solutions
Nebraska
$373K +$80.9K +874 +27%
SW
394
SkyOak Wealth
Michigan
$370K – – –
SS
395
Simplicity Solutions
Minnesota
$370K +$66.6K +720 +21%
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$369K -$293K -3,161 -44%
William Blair & Company
397
William Blair & Company
Illinois
$359K +$19K +205 +5%
APF
398
Alaska Permanent Fund
Alaska
$358K +$214K +2,310 +140%
PWMG
399
Pinnacle Wealth Management Group
Michigan
$357K – – –
UCFA
400
United Capital Financial Advisors
Texas
$354K +$98.6K +1,065 +37%