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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1951
Sippican Capital Advisors
Massachusetts
$875K +$4.69K +87 +0.5%
LIM
1952
Longfellow Investment Management
Massachusetts
$875K -$303K -5,620 -26%
V
1953
ViaWealth
Kansas
$874K -$30.9K -573 -3%
AIM
1954
Athena Investment Management
California
$874K +$5.39K +100 +0.6%
EFSCE
1955
Enterprise Financial Services Corp (EFSC)
Missouri
$874K +$7.88K +146 +0.9%
PCP
1956
Proficio Capital Partners
Massachusetts
$870K +$37.3K +691 +4%
SPA
1957
Sherbrooke Park Advisers
New York
$868K +$871K +16,150 New
RB
1958
Renasant Bank
Mississippi
$866K -$42K -778 -5%
SW
1959
SkyOak Wealth
Michigan
$866K
GG
1960
Greenwood Gearhart
Arkansas
$866K +$14.6K +270 +2%
BAM
1961
Bosun Asset Management
Illinois
$861K -$147K -2,725 -15%
ATWA
1962
Arbor Trust Wealth Advisors
Michigan
$860K -$26.4K -490 -3%
ADMI
1963
Albert D. Mason Inc
Massachusetts
$859K
SCP
1964
Syntal Capital Partners
Texas
$856K -$371K -6,868 -30%
SGK
1965
Steigerwald Gordon & Koch
Virginia
$853K -$108 -2 -0%
OWA
1966
Opal Wealth Advisors
New York
$853K +$23.3K +431 +3%
IWN
1967
Independent Wealth Network
Iowa
$851K -$155K -2,881 -15%
JWM
1968
Janiczek Wealth Management
Colorado
$849K +$61K +1,131 +8%
RP
1969
Rice Partnership
Hawaii
$846K -$255K -4,724 -23%
AFC
1970
AFT Forsyth & Company
Florida
$846K -$10.8K -200 -1%
SAA
1971
Southeast Asset Advisors
Georgia
$845K +$357K +6,615 +73%
SFA
1972
Souders Financial Advisors
Ohio
$845K +$496K +9,202 +141%
SBF
1973
Sara-Bay Financial
Florida
$844K -$13.4K -249 -2%
GAAM
1974
Guinness Atkinson Asset Management
California
$843K +$57.8K +1,072 +7%
CWM
1975
Connecticut Wealth Management
Connecticut
$843K +$425K +7,870 +101%