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Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
2551
Dumont & Blake Investment Advisors
New Jersey
$327K +$4.4K +16 +1%
CBFP
2552
Cedar Brook Financial Partners
Ohio
$326K -$459K -1,669 -58%
CFO
2553
CVA Family Office
Colorado
$326K +$825 +3 +0.2%
MC
2554
Montag & Caldwell
Georgia
$325K +$23.1K +84 +7%
IP
2555
Interval Partners
New York
$324K -$957K -3,480 -74%
HSWM
2556
Hubbell Strickland Wealth Management
Louisiana
$324K -$54.7K -199 -14%
PWS
2557
Peloton Wealth Strategists
Indiana
$324K +$101K +368 +43%
1WM
2558
1900 Wealth Management
Texas
$324K +$335K +1,218 New
BCM
2559
Bienville Capital Management
New York
$323K – – –
LD
2560
Lipe & Dalton
New York
$323K – – –
Obermeyer Wealth Partners
2561
Obermeyer Wealth Partners
Colorado
$322K +$1.65K +6 +0.5%
JBA
2562
Johnson Bixby & Associates
Washington
$322K +$334K +1,214 New
UCI
2563
Uncommon Cents Investing
Wisconsin
$320K – – –
Conestoga Capital Advisors
2564
Conestoga Capital Advisors
Pennsylvania
$319K – – –
SIA
2565
Soltis Investment Advisors
Utah
$319K +$37.1K +135 +13%
WFA
2566
Wellspring Financial Advisors
Ohio
$318K -$50.3K -183 -13%
V
2567
VeraBank
Texas
$318K – – –
NWM
2568
Northwest Wealth Management
Iowa
$317K +$550 +2 +0.2%
SGI
2569
Summit Global Investments
Utah
$316K +$73.9K +269 +29%
LS
2570
Leelyn Smith
Illinois
$315K -$81.1K -295 -20%
JIP
2571
JBJ Investment Partners
South Carolina
$315K +$99.5K +362 +44%
FNBSF
2572
First National Bank Sioux Falls
South Dakota
$313K – – –
RTC
2573
Riverview Trust Company
Washington
$313K – – –
RA
2574
Reby Advisors
Connecticut
$313K +$324K +1,179 New
CAN
2575
Claraphi Advisory Network
United States
$312K -$3.85K -14 -1%