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Name Holding Trade Value Shares
Change
Change in
Stake
OE
1601
OFS Enterprise
Nebraska
$231K +$243K +430 New
SA
1602
Sovran Advisors
California
$231K +$195K +344 New
KFA
1603
Kelleher Financial Advisors
New York
$229K – – –
VWA
1604
Visionary Wealth Advisors
Illinois
$229K – – –
GAB
1605
German American Bancorp
Indiana
$229K – – –
DAM
1606
Directional Asset Management
Illinois
$228K -$621K -1,098 -72%
Aspiriant LLC
1607
Aspiriant LLC
California
$228K +$240K +424 New
MIC
1608
Means Investment Company
Maine
$228K +$566 +1 +0.2%
WF
1609
WealthPoint Financial
North Carolina
$228K +$239K +423 New
BAG
1610
Bridgewealth Advisory Group
California
$227K +$566 +1 +0.2%
Mesirow Financial Investment Management
1611
Mesirow Financial Investment Management
Illinois
$227K -$5.66K -10 -2%
MF
1612
Manchester Financial
California
$227K -$5.09K -9 -2%
WDA
1613
Wendell David Associates
New Hampshire
$227K – – –
MAM
1614
Mainsail Asset Management
Alabama
$227K +$238K +421 New
CFS
1615
Commonwealth Financial Services
West Virginia
$226K +$3.96K +7 +2%
RPWA
1616
Regent Peak Wealth Advisors
Georgia
$226K +$6.79K +12 +3%
GWP
1617
Gen-Wealth Partners
Michigan
$225K -$1.7K -3 -0.7%
TFA
1618
Toth Financial Advisory
Virginia
$224K – – –
LWM
1619
LightSquare Wealth Management
Michigan
$224K +$235K +415 New
AWM
1620
Ariadne Wealth Management
California
$223K +$11.3K +20 +5%
FWP
1621
Flatrock Wealth Partners
California
$223K +$6.22K +11 +3%
FM
1622
Family Management
New York
$223K +$234K +414 New
AIA
1623
Allied Investment Advisors
Montana
$222K – – –
5NPW
1624
55 North Private Wealth
Florida
$222K +$233K +412 New
GFP
1625
Gryphon Financial Partners
Ohio
$222K +$233K +412 New