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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2251
Wealth Dimensions Group
Ohio
$898K +$31.8K +208 +3%
III
2252
Independent Investors Inc
New York
$897K – – –
WAS
2253
Winch Advisory Services
Wisconsin
$896K +$92K +601 +11%
CWM
2254
CCG Wealth Management
California
$896K +$2.3K +15 +0.2%
BWP
2255
Barlow Wealth Partners
Kentucky
$896K +$50.4K +329 +6%
CFA
2256
CWS Financial Advisors
Michigan
$893K +$167K +1,093 +22%
SAIG
2257
Semper Augustus Investments Group
Colorado
$893K – – –
CSB
2258
City State Bank
Iowa
$893K -$8.42K -55 -0.9%
JMFC
2259
J.M. Forbes & Co
Massachusetts
$891K -$306 -2 -0%
WCM
2260
Winthrop Capital Management
Indiana
$891K +$953K +6,227 New
FC
2261
Fjell Capital
North Dakota
$890K +$941K +6,145 New
SW
2262
Simplicity Wealth
New Jersey
$888K -$931K -6,084 -50%
CIA
2263
Compass Ion Advisors
Pennsylvania
$887K +$29.1K +190 +3%
CHA
2264
Cooper/Haims Advisors
New York
$885K +$153 +1 +0%
V
2265
ViaWealth
Kansas
$884K -$55.4K -362 -6%
MCM
2266
Mattern Capital Management
Colorado
$883K +$85.6K +559 +10%
IAA
2267
Ironsides Asset Advisors
North Carolina
$882K – – –
CWA
2268
Consilium Wealth Advisory
Texas
$882K +$113K +739 +14%
PCH
2269
PGIM Custom Harvest
New Jersey
$881K +$99.2K +648 +12%
MCM
2270
Manchester Capital Management
Vermont
$879K -$24.6K -161 -3%
CCG
2271
Coastwise Capital Group
California
$879K -$38K -248 -4%
AIFAIM
2272
American Institute for Advanced Investment Management
Arizona
$879K -$48.2K -315 -5%
SA
2273
SAM Advisors
California
$878K +$1.07K +7 +0.1%
WCA
2274
Westover Capital Advisors
Delaware
$878K – – –
SFA
2275
Semmax Financial Advisors
North Carolina
$876K +$41.9K +274 +5%
89 90
91
92 93