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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
551
Summit Global Investments
Utah
$735K -$314K -7,584 -29%
IFWM
552
Institute for Wealth Management
Colorado
$723K -$2.81K -68 -0.4%
SW
553
SVB Wealth
Massachusetts
$721K -$207 -5 -0%
TFA
554
Transamerica Financial Advisors
Florida
$720K -$52.2K -1,261 -7%
BWA
555
BDO Wealth Advisors
Florida
$719K +$97.2K +2,347 +15%
CPA
556
Clear Perspective Advisors
Illinois
$716K +$13.6K +328 +2%
Flossbach Von Storch
557
Flossbach Von Storch
Germany
$696K -$17.6M -425,000 -96%
IA
558
IFP Advisors
Florida
$690K – – –
PFM
559
Parsec Financial Management
North Carolina
$681K -$215K -5,188 -23%
DSC
560
Duncker Streett & Co
Missouri
$674K – – –
1SB
561
1ST Source Bank
Indiana
$658K -$33.5K -809 -5%
CIBC World Market
562
CIBC World Market
Ontario, Canada
$655K -$371K -8,963 -36%
WA1
563
Wimmer Associates 1
California
$655K -$3.1K -75 -0.5%
OMCS
564
Old Mutual Customised Solutions
South Africa
$654K – – –
P
565
Pitcairn
Pennsylvania
$632K -$10.7K -258 -2%
SNT
566
Security National Trust
West Virginia
$627K +$31.7K +765 +5%
NIM
567
NuWave Investment Management
New Jersey
$625K +$631K +15,236 +6,070%
GT
568
Greenleaf Trust
Michigan
$614K +$26.9K +649 +4%
IR
569
Invictus RG
Bermuda
$612K +$629K +15,199 New
BDWM
570
Brewin Dolphin Wealth Management
Ireland
$607K +$103K +2,500 +20%
PTC
571
Private Trust Company
Ohio
$606K -$3.31K -80 -0.5%
CIA
572
Choate Investment Advisors
Massachusetts
$603K -$86.8K -2,098 -12%
AT
573
Arden Trust
Delaware
$603K -$25K -603 -4%
MIH
574
Madison Investment Holdings
Wisconsin
$602K +$32.2K +778 +5%
FFC
575
First Financial Corp
Indiana
$598K -$111K -2,674 -15%