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Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
2201
Hollow Brook Wealth Management
New York
$335K – – –
DWA
2202
Delap Wealth Advisory
Oregon
$335K +$344K +1,177 New
PL
2203
Parthenon LLC
Kentucky
$335K – – –
AA
2204
Addison Advisors
Vermont
$334K – – –
PSCM
2205
Per Stirling Capital Management
Texas
$333K +$7.02K +24 +2%
NC
2206
Napatree Capital
Rhode Island
$333K -$8.78K -30 -2%
Callan Family Office
2207
Callan Family Office
Pennsylvania
$332K +$342K +1,169 New
NRG
2208
Nemes Rush Group
Michigan
$332K -$780K -2,664 -70%
FIB
2209
First Interstate Bank
Montana
$331K -$7.32K -25 -2%
SPWG
2210
Syntegra Private Wealth Group
Missouri
$331K -$9.66K -33 -3%
VIM
2211
VELA Investment Management
Ohio
$331K +$340K +1,163 New
OPA
2212
Old Port Advisors
Maine
$330K +$14K +48 +4%
CFO
2213
Capitol Family Office
Oregon
$330K – – –
FCT
2214
First Community Trust
Iowa
$329K – – –
LAM
2215
Lewis Asset Management
California
$329K +$42.4K +145 +14%
EFSCE
2216
Enterprise Financial Services Corp (EFSC)
Missouri
$327K -$128K -437 -28%
PGAM
2217
Princeton Global Asset Management
New Jersey
$327K +$2.93K +10 +0.9%
SSW
2218
Smith Shellnut Wilson
Mississippi
$325K – – –
SOAG
2219
Silver Oak Advisory Group
Oregon
$323K +$293 +1 +0.1%
KCFA
2220
Key Client Fiduciary Advisors
New Jersey
$323K +$50.6K +173 +18%
Conestoga Capital Advisors
2221
Conestoga Capital Advisors
Pennsylvania
$321K – – –
RL
2222
Rogco LP
Oklahoma
$320K -$2.93K -10 -0.9%
WBG
2223
Wharton Business Group
Pennsylvania
$320K – – –
RPGK
2224
Retirement Planning Group (Kansas)
Kansas
$320K -$22.5K -77 -6%
SGC
2225
Slocum, Gordon & Co
Rhode Island
$320K – – –