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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Beaird Harris Wealth Management
Texas
$20K +$20K +222 New
KFP
652
KB Financial Partners
New Jersey
$20K +$20K +222 New
EWM
653
Endurance Wealth Management
Rhode Island
$18K – – –
ZB
654
Zions Bancorporation
Utah
$18K +$5.68K +63 +47%
GAM
655
Gemmer Asset Management
California
$17K – – –
DAM
656
Delta Asset Management
Tennessee
$16K – – –
TFO
657
Tarbox Family Office
California
$16K – – –
LC
658
Lindbrook Capital
California
$15K +$7.21K +80 +92%
BWM
659
BerganKDV Wealth Management
Minnesota
$14K – – –
GWS
660
Glassman Wealth Services
Virginia
$14K +$3.52K +39 +34%
VCM
661
Versant Capital Management
Arizona
$13K -$360 -4 -3%
BIA
662
Bell Investment Advisors
California
$13K +$1.08K +12 +9%
AWM
663
Accel Wealth Management
Iowa
$13K +$4.14K +46 +46%
MWM
664
Mascoma Wealth Management
New Hampshire
$13K +$12.6K +140 New
EARNEST Partners
665
EARNEST Partners
Georgia
$12K – – –
SMG
666
Spectrum Management Group
Indiana
$12K – – –
EWA
667
EverSource Wealth Advisors
Alabama
$12K +$11.6K +129 New
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
APP
669
Alpha Paradigm Partners
Illinois
$11K +$11K +122 New
RWM
670
Raffa Wealth Management
District of Columbia
$10K – – –
SSC
671
Syverson Strege & Co
Iowa
$10K -$3.79K -42 -27%
ADL
672
Asset Dedication LLC
California
$10K – – –
SN
673
Sittner & Nelson
Oregon
$10K – – –
WWM
674
Wolff Wiese Magana
California
$10K +$180 +2 +2%
APF
675
Alaska Permanent Fund
Alaska
$10K +$9.73K +108 New