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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1926
McGlone Suttner Wealth Management
Wisconsin
$849K +$20.5K +416 +3%
NAS
1927
Nicolet Advisory Services
Wisconsin
$849K -$94K -1,912 -10%
HCM
1928
Howland Capital Management
Massachusetts
$846K -$3.35K -68 -0.4%
TWD
1929
True Wealth Design
Ohio
$845K -$6.49K -132 -0.8%
WB
1930
West Bancorporation
Iowa
$844K +$37.9K +770 +5%
CGA
1931
Crescent Grove Advisors
Illinois
$843K -$19.1K -389 -2%
SCA
1932
Sippican Capital Advisors
Massachusetts
$838K -$124K -2,521 -13%
AIM
1933
Athena Investment Management
California
$836K +$24.7K +503 +3%
CPC
1934
Cookson Peirce & Co
Pennsylvania
$834K -$22.2K -452 -3%
EFSCE
1935
Enterprise Financial Services Corp (EFSC)
Missouri
$833K +$24.3K +494 +3%
SW
1936
SkyOak Wealth
Michigan
$833K -$110K -2,237 -12%
FWP
1937
FAS Wealth Partners
Kansas
$832K -$4.67K -95 -0.6%
LOIP
1938
Live Oak Investment Partners
Texas
$832K – – –
CIM
1939
CIM Investment Management
Pennsylvania
$830K +$1.92K +39 +0.2%
BWM
1940
Baystate Wealth Management
Massachusetts
$829K +$101K +2,044 +15%
DAC
1941
Dividend Assets Capital
South Carolina
$826K -$10.5K -214 -1%
ADMI
1942
Albert D. Mason Inc
Massachusetts
$826K +$72.8K +1,480 +10%
SBF
1943
Sara-Bay Financial
Florida
$825K -$27K -548 -3%
AFC
1944
AFT Forsyth & Company
Florida
$825K +$9.84K +200 +1%
FPB
1945
First PREMIER Bank
South Dakota
$824K -$84.6K -1,720 -10%
SGK
1946
Steigerwald Gordon & Koch
Virginia
$821K -$97.2K -1,976 -11%
HCP
1947
Holt Capital Partners
Texas
$821K – – –
EFG
1948
Everhart Financial Group
Ohio
$820K +$12.1K +246 +2%
GG
1949
Greenwood Gearhart
Arkansas
$819K -$2.66K -54 -0.3%
CGFA
1950
Colton Groome Financial Advisors
North Carolina
$818K +$94.6K +1,923 +14%
76 77
78
79 80