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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2226
Beacon Financial Advisory
Ohio
$470K +$27.4K +219 +6%
ACM
2227
Ategra Capital Management
Virginia
$469K +$2K +16 +0.4%
SFWA
2228
Summit Financial Wealth Advisors
Louisiana
$465K -$40K -320 -8%
IC
2229
Investment Counsel
Michigan
$464K -$2.52M -20,194 -84%
EFSCE
2230
Enterprise Financial Services Corp (EFSC)
Missouri
$463K -$1.25K -10 -0.3%
TC
2231
Truvestments Capital
Florida
$462K +$49.2K +394 +12%
NWP
2232
Northstar Wealth Partners
Connecticut
$461K -$242K -1,933 -34%
MC
2233
Miramar Capital
Illinois
$460K -$23.5K -188 -5%
MPIA
2234
Mountain Pacific Investment Advisers
Idaho
$460K – – –
CWG
2235
Cornerstone Wealth Group
North Carolina
$459K -$18.9K -151 -4%
MW
2236
Marcum Wealth
Ohio
$457K -$69K -552 -13%
CFFP
2237
Center for Financial Planning
Michigan
$457K +$7.5K +60 +2%
SQA
2238
Simon Quick Advisors
New Jersey
$457K +$147K +1,175 +47%
SAM
2239
SP Asset Management
California
$454K – – –
SFS
2240
Summit Financial Strategies
Ohio
$453K +$14.3K +114 +3%
RP
2241
Riverbridge Partners
Minnesota
$450K – – –
ACA
2242
Ackerman Capital Advisors
Texas
$449K +$175K +1,400 +63%
TFM
2243
TFC Financial Management
Massachusetts
$449K +$452K +3,616 New
WA
2244
Waverly Advisors
Alabama
$447K -$1.88K -15 -0.4%
BCM
2245
Brookmont Capital Management
Texas
$447K – – –
PA
2246
Probity Advisors
Texas
$446K +$26.4K +211 +6%
LPIC
2247
LeJeune Puetz Investment Counsel
Michigan
$445K – – –
GAM
2248
Gemmer Asset Management
California
$445K +$30.2K +242 +7%
MIG
2249
McGuire Investment Group
Rhode Island
$443K +$31.6K +253 +8%
MF
2250
Manchester Financial
California
$442K -$20.2K -162 -4%
88 89
90
91 92