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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1026
Orgel Wealth Management
Wisconsin
$411K – – –
VWMG
1027
Virginia Wealth Management Group
Virginia
$411K – – –
CGA
1028
Crescent Grove Advisors
Illinois
$406K – – –
NSAM
1029
North Star Asset Management
Wisconsin
$405K -$6.17K -31 -2%
WDA
1030
Wendell David Associates
New Hampshire
$404K – – –
SOW
1031
State of Wyoming
Wyoming
$404K +$28.5K +143 +8%
CPIG
1032
Chicago Partners Investment Group
Illinois
$403K +$113K +569 +44%
CA
1033
Commerzbank Aktiengesellschaft
Germany
$402K – – –
WDG
1034
Wealth Dimensions Group
Ohio
$401K +$389K +1,951 New
TA
1035
TFB Advisors
Kansas
$399K -$6.37K -32 -2%
PWPS
1036
Pinnacle Wealth Planning Services
Ohio
$394K +$5.98K +30 +2%
UAG
1037
United Advisor Group
Ohio
$390K -$3.79K -19 -1%
CAS
1038
Coppell Advisory Solutions
Texas
$388K -$84.1K -422 -19%
GWAM
1039
Guardian Wealth Advisors (Minnesota)
Minnesota
$385K +$26.1K +131 +8%
IBOK
1040
Independence Bank of Kentucky
Kentucky
$384K – – –
VVP
1041
Venture Visionary Partners
Ohio
$384K +$398 +2 +0.1%
MP
1042
Moment Partners
California
$382K -$5.98K -30 -2%
SAM
1043
Strategy Asset Managers
California
$382K -$31.9K -160 -8%
SYBT
1044
Stock Yards Bank & Trust
Kentucky
$378K -$30.7K -154 -8%
Flossbach Von Storch
1045
Flossbach Von Storch
Germany
$378K +$367K +1,840 New
TFF
1046
The Family Firm
Maryland
$378K +$398 +2 +0.1%
SEA
1047
Stegent Equity Advisors
Texas
$377K +$54.6K +274 +18%
QWP
1048
Quotient Wealth Partners
Texas
$375K +$2.19K +11 +0.6%
BTWM
1049
Brass Tax Wealth Management
Ohio
$373K – – –
WG
1050
Wealth Group
North Carolina
$373K -$16.9K -85 -4%