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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1201
Financial Gravity Asset Management
Texas
$591K +$545K +10,750 New
ASBI
1202
American State Bank (Iowa)
Iowa
$590K +$554K +10,920 New
ACM
1203
Allred Capital Management
Texas
$589K -$29.4K -580 -5%
LWM
1204
Loveless Wealth Management
Montana
$587K -$10.1K -200 -2%
TCM
1205
Tanaka Capital Management
New York
$587K – – –
EFSCE
1206
Enterprise Financial Services Corp (EFSC)
Missouri
$586K -$5.07K -100 -0.9%
CRC
1207
Curi RMB Capital
Illinois
$579K -$126K -2,490 -19%
1IA
1208
1834 Investment Advisors
Wisconsin
$579K +$173K +3,420 +47%
FNBOH
1209
First National Bank of Hutchinson
Kansas
$575K +$9.63K +190 +2%
RPWA
1210
Regent Peak Wealth Advisors
Georgia
$574K +$36.5K +720 +7%
PWP
1211
Private Wealth Partners
California
$568K – – –
DC
1212
Davenport & Co
Virginia
$568K +$20.8K +410 +4%
BFS
1213
Bickling Financial Services
Massachusetts
$568K +$533K +10,510 New
IHL
1214
Investment House LLC
California
$567K – – –
RWB
1215
RMR Wealth Builders
New Jersey
$565K -$463K -9,130 -47%
ST
1216
Smithfield Trust
Pennsylvania
$565K +$40.1K +790 +8%
NB
1217
Northwest Bancshares
Pennsylvania
$563K -$84.7K -1,670 -14%
BAAM
1218
Baker Avenue Asset Management
California
$562K +$85.7K +1,690 +19%
EA
1219
Emerald Advisors
Washington
$562K +$88.7K +1,750 +20%
LHC
1220
Little House Capital
Massachusetts
$561K +$26.9K +530 +5%
RWM
1221
Ritholtz Wealth Management
New York
$559K +$33.5K +660 +7%
PIM
1222
Profit Investment Management
Maryland
$558K +$22.8K +450 +5%
CA
1223
Calton & Associates
Florida
$557K -$34K -670 -6%
PFO
1224
Pathstone Family Office
New Jersey
$555K +$295K +5,820 +131%
EP
1225
Eudaimonia Partners
Tennessee
$554K -$13.7K -270 -3%
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