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Name Holding Trade Value Shares
Change
Change in
Stake
DT
376
Diversified Trust
Tennessee
$432K +$443K +4,785 New
LNB
377
Ledyard National Bank
$426K
IIC
378
Ironwood Investment Counsel
Arizona
$420K -$24.3K -262 -5%
EWG
379
Executive Wealth Group
Washington
$408K
RFN
380
RDA Financial Network
Iowa
$407K
DADC
381
D.A. Davidson & Co
Montana
$400K -$463 -5 -0.1%
TIA
382
Trust Investment Advisors
Indiana
$394K +$200K +2,163 +98%
FAM
383
Formidable Asset Management
Ohio
$389K
CGL
384
Clarius Group LLC
Washington
$388K +$7.22K +78 +2%
GT
385
Greenleaf Trust
Michigan
$386K -$6.11K -66 -2%
ICG
386
InterOcean Capital Group
Tennessee
$384K +$393K +4,249 New
AG
387
AIA Group
Hong Kong
$380K +$316K +3,414 +433%
LWA
388
Lowe Wealth Advisors
Maryland
$374K
EWM
389
Empirical Wealth Management
Washington
$373K -$60.7K -656 -14%
OPS
390
Orion Portfolio Solutions
Nebraska
$373K +$80.9K +874 +27%
SW
391
SkyOak Wealth
Michigan
$370K
SS
392
Simplicity Solutions
Minnesota
$370K +$66.6K +720 +21%
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$369K -$293K -3,161 -44%
William Blair & Company
394
William Blair & Company
Illinois
$359K +$19K +205 +5%
APF
395
Alaska Permanent Fund
Alaska
$358K +$214K +2,310 +140%
PWMG
396
Pinnacle Wealth Management Group
Michigan
$357K
UCFA
397
United Capital Financial Advisors
Texas
$354K +$98.6K +1,065 +37%
OIA
398
OneDigital Investment Advisors
Kansas
$352K +$93 +1 +0%
MGP
399
Metis Global Partners
California
$348K -$20.7K -224 -5%
SBH
400
Segall Bryant & Hamill
Illinois
$347K +$6.02K +65 +2%