Name Holding Trade Value Shares
Change
Change in
Stake
SSC
2126
Syverson Strege & Co
Iowa
$533K -$33.2K -716 -6%
IWN
2127
Independent Wealth Network
Iowa
$533K -$47.5K -1,025 -9%
IAG
2128
Investment Advisory Group
Massachusetts
$532K +$2.18K +47 +0.4%
CFG
2129
Cooper Financial Group
California
$532K +$60.6K +1,307 +14%
MEG
2130
Millstone Evans Group
Colorado
$531K -$33.8K -730 -6%
VCM
2131
Voleon Capital Management
California
$531K -$7.21M -155,638 -94%
IWA
2132
Invera Wealth Advisors
Oregon
$530K +$1.95K +42 +0.4%
BCG
2133
Bravias Capital Group
New Jersey
$529K -$1.3K -28 -0.3%
BHIA
2134
Birch Hill Investment Advisors
Massachusetts
$528K – – –
SWP
2135
Summit Wealth Partners
Florida
$527K +$137K +2,952 +39%
MAM
2136
MMA Asset Management
Pennsylvania
$526K +$203K +4,385 +72%
SMA
2137
Seven Mile Advisory
New Jersey
$526K -$168K -3,625 -26%
GAB
2138
German American Bancorp
Indiana
$525K +$245K +5,284 +102%
SFG
2139
SageGuard Financial Group
Tennessee
$525K +$93.9K +2,026 +24%
AWA
2140
ARQ Wealth Advisors
Arizona
$524K +$484K +10,445 New
SFG
2141
Seamount Financial Group
Colorado
$524K +$17.4K +375 +4%
EWA
2142
Encompass Wealth Advisors
Oregon
$524K +$13.1K +283 +3%
RSA
2143
River Street Advisors
Illinois
$522K +$482K +10,408 New
6F
2144
626 Financial
Michigan
$522K +$18.4K +397 +4%
WWA
2145
Wingate Wealth Advisors
Massachusetts
$522K +$1.16K +25 +0.2%
HFM
2146
Harvest Fund Management
China
$522K +$328K +7,079 +213%
SKK
2147
Shepherd Kaplan Krochuk
Massachusetts
$519K -$11.4K -247 -2%
KFA
2148
Krane Funds Advisors
New York
$519K +$77.3K +1,667 +19%
VBCG
2149
Valley Brook Capital Group
Pennsylvania
$519K -$33.5K -723 -7%
HWA
2150
Heritage Wealth Advisors
Virginia
$517K – – –