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Name Holding Trade Value Shares
Change
Change in
Stake
GEM
1326
Global Endowment Management
North Carolina
$385K +$385K +3,330 New
SLA
1327
Silver Lake Advisory
Utah
$384K
DIA
1328
Davidson Investment Advisors
Montana
$384K +$176K +1,525 +85%
RWA
1329
River Wealth Advisors
Pennsylvania
$382K +$9.14K +79 +2%
EFSCE
1330
Enterprise Financial Services Corp (EFSC)
Missouri
$381K +$5.44K +47 +1%
FMWA
1331
Forvis Mazars Wealth Advisors
Missouri
$381K +$20.2K +175 +6%
KPF
1332
K2 Principal Fund
Ontario, Canada
$381K +$382K +3,300 New
VCM
1333
Vigilant Capital Management
Maine
$380K +$34.7K +300 +10%
ACM
1334
Argentus Capital Management
Texas
$380K +$380K +3,288 New
LA
1335
LVW Advisors
New York
$375K +$46K +398 +14%
CCM
1336
Compass Capital Management
Minnesota
$373K
PCM
1337
Perritt Capital Management
Illinois
$370K -$8.68K -75 -2%
DDC
1338
DF Dent & Co
Maryland
$369K +$2.2K +19 +0.6%
TFF
1339
The Family Firm
Maryland
$368K -$1.5K -13 -0.4%
FM
1340
Family Management
New York
$367K
ZCA
1341
Zeke Capital Advisors
Pennsylvania
$366K -$13.2K -114 -3%
SWM
1342
SVA Wealth Management
Wisconsin
$366K +$13.9K +120 +4%
CWA
1343
Cypress Wealth Advisors
California
$366K +$152K +1,317 +71%
MCMT
1344
Moon Capital Management (Tennessee)
Tennessee
$365K
PWAP
1345
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$365K -$3.01K -26 -0.8%
PL
1346
Plancorp LLC
Missouri
$364K +$364K +3,150 New
WSTAM
1347
Wilbanks Smith & Thomas Asset Management
Virginia
$362K -$19.7K -170 -5%
CL
1348
Choreo LLC
Illinois
$360K +$42.7K +369 +13%
RC
1349
Reik & Co
New York
$355K
PAI
1350
Pittenger & Anderson Inc
Nebraska
$353K +$20.2K +175 +6%