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Enterprise Financial Services Corp

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
251
Keating Financial Advisory Services
Kansas
$725 – – –
JWA
252
JFS Wealth Advisors
Pennsylvania
$659 – – –
APFP
253
Action Point Financial Planning
Michigan
$462 +$421 +7 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$461 – – –
CA
255
Clearstead Advisors
Ohio
$396 +$361 +6 New
SIC
256
SJS Investment Consulting
Ohio
$330 +$120 +2 +67%
FFO
257
Fortitude Family Office
Arizona
$329 – – –
CCMI
258
Creative Capital Management Investments
California
$329 +$301 +5 New
SGFG
259
Silver Grove Financial Group
New York
$264 +$241 +4 New
CA
260
CoreCap Advisors
Michigan
$198 +$60 +1 +50%
RWM
261
Rialto Wealth Management
New York
$198 +$120 +2 +200%
HIA
262
HFM Investment Advisors
New Jersey
$132 +$60 +1 +100%
LI
263
LRI Investments
Florida
$66 -$6.55K -109 -99%
CIAM
264
Caitong International Asset Management
Hong Kong
$66 – – –
OCM
265
Orion Capital Management
California
$66 – – –
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
– -$25.5M -471,145 Closed
MOACM
267
Mutual of America Capital Management
New York
– -$6.99M -129,103 Closed
Jane Street
268
Jane Street
New York
– -$6.5M -120,129 Closed
Point72 Asset Management
269
Point72 Asset Management
Connecticut
– -$3.59M -66,270 Closed
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
– -$1.63M -30,199 Closed
Lazard Asset Management
271
Lazard Asset Management
New York
– -$1.37M -25,327 Closed
William Blair Investment Management
272
William Blair Investment Management
Illinois
– -$1.24M -22,933 Closed
SPS
273
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.16M -21,483 Closed
Connor, Clark & Lunn Investment Management (CC&L)
274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$776K -14,340 Closed
CFG
275
Clayton Financial Group
Missouri
– -$541K -10,000 Closed