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Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
1901
Wolf Group Capital Advisors
Virginia
$577K +$510K +2,917 New
MWP
1902
Meridian Wealth Partners
Pennsylvania
$577K +$9.96K +57 +2%
EFMC
1903
Empire Financial Management Company
New York
$577K +$509K +2,915 New
SOW
1904
State of Wyoming
Wyoming
$576K -$38.1K -218 -7%
EDRIA
1905
Edmonds Duncan Registered Investment Advisors
Kansas
$576K +$524 +3 +0.1%
VFA
1906
Voya Financial Advisors
Connecticut
$576K +$510K +2,916 New
LL
1907
LPWM LLC
Minnesota
$575K +$59.4K +340 +18%
PPW
1908
Parcion Private Wealth
Washington
$574K -$22.7K -130 -4%
SWRP
1909
Summit Wealth & Retirement Planning
California
$573K -$12.9K -74 -2%
WAM
1910
WNY Asset Management
New York
$573K -$6.64K -38 -1%
WC
1911
Whitney & Co
New York
$572K +$6.29K +36 +1%
WCFA
1912
Walkner Condon Financial Advisors
Wisconsin
$572K -$67.1K -384 -12%
GAB
1913
German American Bancorp
Indiana
$570K +$289K +1,656 +135%
BG
1914
Bahl & Gaynor
Ohio
$570K -$54.4K -311 -10%
GD
1915
Grandfield & Dodd
New York
$569K -$28.3K -162 -5%
FCB
1916
First County Bank
Connecticut
$569K -$43.7K -250 -8%
SSWM
1917
Smith Salley Wealth Management
North Carolina
$569K -$10.1K -58 -2%
BAM
1918
Bellevue Asset Management
Washington
$568K +$7.87K +45 +2%
CFO
1919
Custos Family Office
Texas
$567K +$501K +2,867 New
RIA
1920
Retirement Investment Advisors
Oklahoma
$566K +$499K +2,858 New
IFAM
1921
Institutional & Family Asset Management
Colorado
$565K +$22.4K +128 +5%
AGAM
1922
Audent Global Asset Management
California
$565K -$155K -887 -24%
AFM
1923
Abbot Financial Management
Massachusetts
$565K +$56.1K +321 +13%
BBNB
1924
Baker Boyer National Bank
Washington
$565K +$33.6K +192 +7%
NCM
1925
Novare Capital Management
North Carolina
$564K -$188K -1,077 -27%