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Name Holding Trade Value Shares
Change
Change in
Stake
NSUP
1001
NLB Skladi upravljanje premozenja
$342K – – –
BAM
1002
Belpointe Asset Management
Nevada
$342K -$38.2K -221 -10%
OWM
1003
Orgel Wealth Management
Wisconsin
$340K – – –
VWMG
1004
Virginia Wealth Management Group
Virginia
$340K – – –
SAM
1005
Strategy Asset Managers
California
$338K +$11.2K +65 +3%
RCA
1006
Resonant Capital Advisors
Wisconsin
$337K -$91.1K -527 -21%
AIM
1007
Advyzon Investment Management
Illinois
$337K +$61.2K +354 +22%
CGA
1008
Crescent Grove Advisors
Illinois
$336K – – –
SW
1009
Simplicity Wealth
New Jersey
$336K +$88.7K +513 +35%
TWIM
1010
TIAA Wealth Investment Management
New York
$336K +$135K +783 +66%
MWM
1011
Maridea Wealth Management
New York
$333K +$339K +1,961 New
Bank Julius Baer & Co
1012
Bank Julius Baer & Co
Switzerland
$333K – – –
CCA
1013
Childress Capital Advisors
Texas
$330K -$31.5K -182 -9%
PFA
1014
Pure Financial Advisors
California
$329K +$10.4K +60 +3%
WSFS
1015
Wilmington Savings Fund Society
Delaware
$328K +$692 +4 +0.2%
RFA
1016
Resurgent Financial Advisors
Georgia
$328K -$51.9K -300 -13%
NSAM
1017
North Star Asset Management
Wisconsin
$327K – – –
BC
1018
Burney Company
Virginia
$327K +$332K +1,920 New
CIG
1019
Cairn Investment Group
Washington
$326K – – –
PFG
1020
PAX Financial Group
Texas
$325K -$187K -1,080 -36%
AFP
1021
Ausdal Financial Partners
Iowa
$323K -$23.9K -138 -7%
BA
1022
Ballast Advisors
Minnesota
$320K -$38K -220 -10%
WDA
1023
Wendell David Associates
New Hampshire
$318K -$51.9K -300 -14%
MWM
1024
Meridian Wealth Management
Kentucky
$317K -$259K -1,497 -45%
VAG
1025
VisionPoint Advisory Group
Texas
$316K -$21.8K -126 -6%