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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
BerganKDV Wealth Management
Minnesota
$437K +$4.01K +136 +1%
SF
702
Synovus Financial
Georgia
$436K -$51.2K -1,738 -11%
9WM
703
9258 Wealth Management
Ohio
$434K +$1K +34 +0.3%
SW
704
SVB Wealth
Massachusetts
$433K -$214K -7,256 -35%
CCM
705
Check Capital Management
California
$433K – – –
BWP
706
Baldwin Wealth Partners
Massachusetts
$429K -$35.4K -1,200 -8%
VCA
707
Verdence Capital Advisors
Maryland
$428K +$33.2K +1,126 +9%
DMBA
708
Deseret Mutual Benefit Administrators
Utah
$427K -$42.5K -1,440 -10%
EFM
709
E Fund Management
China
$427K -$12.3K -416 -3%
WG
710
Winton Group
United Kingdom
$425K +$391K +13,256 New
BFG
711
Berger Financial Group
Minnesota
$423K +$15.6K +528 +4%
HSA
712
HBK Sorce Advisory
Pennsylvania
$422K -$39K -1,322 -9%
BIA
713
BHK Investment Advisors
Alabama
$422K -$884 -30 -0.2%
SS
714
Simplicity Solutions
Minnesota
$418K +$385K +13,068 New
BPA
715
Beacon Pointe Advisors
California
$415K -$3.18M -107,840 -89%
SM
716
Sciencast Management
New Jersey
$413K -$3.48M -117,926 -90%
MFW
717
Meristem Family Wealth
Minnesota
$411K – – –
SBH
718
Segall Bryant & Hamill
Illinois
$411K – – –
RC
719
RegentAtlantic Capital
New Jersey
$411K +$50.6K +1,716 +15%
PA
720
Parallel Advisors
California
$409K +$52.4K +1,776 +16%
DZ Bank
721
DZ Bank
Germany
$409K +$378K +12,808 New
IAN
722
Integrated Advisors Network
Texas
$408K -$3.36K -114 -0.9%
FEM
723
Fulcrum Equity Management
Texas
$405K -$7.9K -268 -2%
AWA
724
Arete Wealth Advisors
Illinois
$404K +$22.9K +776 +6%
BST
725
Bath Savings Trust
Maine
$404K +$23.6K +800 +7%