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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2551
CVA Family Office
Colorado
$326K +$825 +3 +0.2%
MC
2552
Montag & Caldwell
Georgia
$325K +$23.1K +84 +7%
IP
2553
Interval Partners
New York
$324K -$957K -3,480 -74%
HSWM
2554
Hubbell Strickland Wealth Management
Louisiana
$324K -$54.7K -199 -14%
PWS
2555
Peloton Wealth Strategists
Indiana
$324K +$101K +368 +43%
1WM
2556
1900 Wealth Management
Texas
$324K +$335K +1,218 New
BCM
2557
Bienville Capital Management
New York
$323K – – –
LD
2558
Lipe & Dalton
New York
$323K – – –
OWP
2559
Obermeyer Wealth Partners
Colorado
$322K +$1.65K +6 +0.5%
JBA
2560
Johnson Bixby & Associates
Washington
$322K +$334K +1,214 New
UCI
2561
Uncommon Cents Investing
Wisconsin
$320K – – –
CCA
2562
Conestoga Capital Advisors
Pennsylvania
$319K – – –
SIA
2563
Soltis Investment Advisors
Utah
$319K +$37.1K +135 +13%
WFA
2564
Wellspring Financial Advisors
Ohio
$318K -$50.3K -183 -13%
V
2565
VeraBank
Texas
$318K – – –
NWM
2566
Northwest Wealth Management
Iowa
$317K +$550 +2 +0.2%
SGI
2567
Summit Global Investments
Utah
$316K +$73.9K +269 +29%
LS
2568
Leelyn Smith
Illinois
$315K -$81.1K -295 -20%
JIP
2569
JBJ Investment Partners
South Carolina
$315K +$99.5K +362 +44%
FNBSF
2570
First National Bank Sioux Falls
South Dakota
$313K – – –
RTC
2571
Riverview Trust Company
Washington
$313K – – –
RA
2572
Reby Advisors
Connecticut
$313K +$324K +1,179 New
CAN
2573
Claraphi Advisory Network
United States
$312K -$3.85K -14 -1%
DW
2574
Domani Wealth
Pennsylvania
$312K – – –
HFA
2575
Hoover Financial Advisors
Pennsylvania
$312K +$35.5K +129 +12%
101 102
103
104 105