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Name Holding Trade Value Shares
Change
Change in
Stake
ABC
1026
Associated Banc-Corp
Wisconsin
$459K – – –
CSPIA
1027
Cary Street Partners Investment Advisory
Virginia
$458K +$57K +265 +15%
FBFS
1028
First Business Financial Services
Wisconsin
$457K -$2.58K -12 -0.6%
HW
1029
HORAN Wealth
Ohio
$456K +$441K +2,048 New
WDA
1030
Wendell David Associates
New Hampshire
$455K +$16.1K +75 +4%
BW
1031
Blalock Williams
Alabama
$454K +$5.17K +24 +1%
CT
1032
Caldwell Trust
Florida
$454K – – –
IP
1033
Ignite Planners
California
$453K +$11K +51 +3%
MFIM
1034
Mesirow Financial Investment Management
Illinois
$453K -$198K -920 -31%
QWP
1035
Quotient Wealth Partners
Texas
$452K +$43.5K +202 +11%
WB
1036
WesBanco Bank
West Virginia
$452K +$79.2K +368 +22%
GKFF
1037
George Kaiser Family Foundation
Oklahoma
$451K +$135K +628 +45%
AI
1038
Auour Investments
Massachusetts
$450K – – –
BRWA
1039
B. Riley Wealth Advisors
Florida
$448K -$59.2K -275 -12%
Dodge & Cox
1040
Dodge & Cox
California
$446K – – –
ICCON
1041
Investment Counsel Company of Nevada
Nevada
$446K – – –
OWM
1042
Orgel Wealth Management
Wisconsin
$446K – – –
VWMG
1043
Virginia Wealth Management Group
Virginia
$446K – – –
CGA
1044
Crescent Grove Advisors
Illinois
$440K – – –
CAS
1045
Coppell Advisory Solutions
Texas
$439K +$28.4K +132 +7%
GA
1046
GoalVest Advisory
New York
$438K +$151K +700 +55%
MAM
1047
Meeder Asset Management
Ohio
$438K -$3.26M -15,136 -89%
SB
1048
SIG Brokerage
New York
$437K +$422K +1,961 New
CA
1049
Commerzbank Aktiengesellschaft
Germany
$436K – – –
NSAM
1050
North Star Asset Management
Wisconsin
$428K -$10.8K -50 -3%