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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1926
McGlone Suttner Wealth Management
Wisconsin
$836K +$49.6K +1,015 +7%
CIM
1927
CIM Investment Management
Pennsylvania
$836K +$38.2K +783 +5%
EA
1928
Emerald Advisors
Washington
$835K -$37.5K -767 -5%
CWM
1929
Curi Wealth Management
North Carolina
$832K -$117K -2,392 -13%
GG
1930
Greenwood Gearhart
Arkansas
$830K -$149K -3,043 -16%
HCP
1931
Holt Capital Partners
Texas
$830K – – –
GCM
1932
Gallacher Capital Management
Colorado
$830K +$96.8K +1,983 +14%
EWA
1933
Encompass Wealth Advisors
Oregon
$824K -$21.1K -432 -3%
IP
1934
Ignite Planners
California
$823K +$48.6K +995 +7%
AFC
1935
AFT Forsyth & Company
Florida
$823K – – –
CAS
1936
Coppell Advisory Solutions
Texas
$821K +$113K +2,321 +17%
CASC
1937
Coppell Advisory Solutions Corp
Texas
$821K +$113K +2,321 +17%
BFG
1938
Berger Financial Group
Minnesota
$821K -$21K -430 -3%
WBCM
1939
Wilson & Boucher Capital Management
California
$819K -$1.12K -23 -0.1%
NL
1940
Navalign LLC
California
$818K +$23.4K +480 +3%
AIM
1941
Athena Investment Management
California
$818K +$14K +287 +2%
KCM
1942
KRS Capital Management
Michigan
$817K +$1.61K +33 +0.2%
EFSCE
1943
Enterprise Financial Services Corp (EFSC)
Missouri
$816K -$43.6K -892 -5%
EFG
1944
Everhart Financial Group
Ohio
$815K +$77.8K +1,594 +11%
MFWP
1945
Mosaic Family Wealth Partners
Missouri
$815K +$537 +11 +0.1%
MWM
1946
Madison Wealth Management
Ohio
$815K -$2.29K -47 -0.3%
AWM
1947
Avior Wealth Management
Nebraska
$814K +$292K +5,981 +62%
MCM
1948
Maple Capital Management
Vermont
$813K -$36.5K -747 -5%
WB
1949
West Bancorporation
Iowa
$812K +$25.2K +516 +3%
MF
1950
Meridian Financial
Massachusetts
$811K -$96.7K -1,981 -11%
76 77
78
79 80