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Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1326
High Point Bank & Trust
North Carolina
$389K +$57.8K +500 +17%
CHAM
1327
Clear Harbor Asset Management
Connecticut
$386K – – –
MGIA
1328
Moneta Group Investment Advisors
Missouri
$386K +$387K +3,342 New
FIG
1329
FundX Investment Group
California
$385K – – –
GEM
1330
Global Endowment Management
North Carolina
$385K +$385K +3,330 New
SLA
1331
Silver Lake Advisory
Utah
$384K – – –
DIA
1332
Davidson Investment Advisors
Montana
$384K +$176K +1,525 +85%
RWA
1333
River Wealth Advisors
Pennsylvania
$382K +$9.14K +79 +2%
EFSCE
1334
Enterprise Financial Services Corp (EFSC)
Missouri
$381K +$5.44K +47 +1%
FMWA
1335
Forvis Mazars Wealth Advisors
Missouri
$381K +$20.2K +175 +6%
KPF
1336
K2 Principal Fund
Ontario, Canada
$381K +$382K +3,300 New
VCM
1337
Vigilant Capital Management
Maine
$380K +$34.7K +300 +10%
ACM
1338
Argentus Capital Management
Texas
$380K +$380K +3,288 New
LA
1339
LVW Advisors
New York
$375K +$46K +398 +14%
CCM
1340
Compass Capital Management
Minnesota
$373K – – –
PCM
1341
Perritt Capital Management
Illinois
$370K -$8.68K -75 -2%
DDC
1342
DF Dent & Co
Maryland
$369K +$2.2K +19 +0.6%
TFF
1343
The Family Firm
Maryland
$368K -$1.5K -13 -0.4%
FM
1344
Family Management
New York
$367K – – –
ZCA
1345
Zeke Capital Advisors
Pennsylvania
$366K -$13.2K -114 -3%
SWM
1346
SVA Wealth Management
Wisconsin
$366K +$13.9K +120 +4%
CWA
1347
Cypress Wealth Advisors
California
$366K +$152K +1,317 +71%
MCMT
1348
Moon Capital Management (Tennessee)
Tennessee
$365K – – –
PWAP
1349
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$365K -$3.01K -26 -0.8%
PL
1350
Plancorp LLC
Missouri
$364K +$364K +3,150 New
52 53
54
55 56