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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2026
MONECO Advisors
Connecticut
$392K +$56.9K +1,004 +18%
VFP
2027
Verus Financial Partners
Virginia
$390K -$63.5K -1,122 -15%
AWM
2028
Aries Wealth Management
Maine
$388K +$49.6K +875 +15%
GAB
2029
German American Bancorp
Indiana
$385K +$19.3K +340 +6%
KP
2030
Keel Point
Alabama
$385K +$37.8K +668 +11%
WAS
2031
Winch Advisory Services
Wisconsin
$383K +$44.5K +785 +14%
AFA
2032
American Financial Advisors
Georgia
$382K -$2.04K -36 -0.6%
SFS
2033
Summit Financial Strategies
Ohio
$382K – – –
GAM
2034
Gemmer Asset Management
California
$380K +$15.9K +281 +5%
KF
2035
Krilogy Financial
Missouri
$380K +$364K +6,435 New
CG
2036
CFO4Life Group
Texas
$378K -$22.7K -401 -6%
AIA
2037
AIMZ Investment Advisors
California
$378K -$5.66K -100 -2%
ECG
2038
Edge Capital Group
Georgia
$378K +$4.53K +80 +1%
PAG
2039
Pinnacle Advisory Group
Maryland
$378K +$11.3K +200 +3%
FNBSF
2040
First National Bank Sioux Falls
South Dakota
$377K – – –
IMOV
2041
Investment Management of Virginia
Virginia
$376K +$16.9K +298 +5%
JF
2042
JSF Financial
California
$375K -$11.3K -200 -3%
BCA
2043
Berman Capital Advisors
Georgia
$374K +$51.3K +906 +17%
BCM
2044
Beck Capital Management
Texas
$373K -$41.1K -726 -10%
ANTB
2045
AMG National Trust Bank
Colorado
$369K +$60.4K +1,066 +21%
TW
2046
Towerpoint Wealth
California
$369K +$353K +6,235 New
PP
2047
PDS Planning
Ohio
$368K +$7.82K +138 +2%
CAGAS
2048
Capital Advisory Group Advisory Services
Minnesota
$368K +$40.8K +720 +13%
CG
2049
Cutler Group
California
$368K +$347K +6,127 +6,127%
WIS
2050
Wright Investors Service
Connecticut
$365K -$1.03M -18,193 -75%
80 81
82
83 84