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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1526
Kelleher Financial Advisors
New York
$233K +$138K +381 +105%
RSA
1527
River Street Advisors
Illinois
$233K – – –
FAM
1528
Formidable Asset Management
Ohio
$232K +$237K +652 New
AGC
1529
Aspen Grove Capital
Colorado
$232K +$363 +1 +0.1%
VFG
1530
Victory Financial Group
Texas
$231K +$42.5K +117 +19%
EA
1531
Everpar Advisors
Oklahoma
$230K -$15.6K -43 -6%
PCG
1532
Prosperity Consulting Group
Maryland
$230K +$267K +735 New
QFA
1533
Quantum Financial Advisors
California
$229K -$9.81K -27 -4%
TPCM
1534
Templeton & Phillips Capital Management
Tennessee
$229K – – –
EFSCE
1535
Enterprise Financial Services Corp (EFSC)
Missouri
$228K -$55.2K -152 -17%
ICP
1536
Interchange Capital Partners
Pennsylvania
$228K +$265K +728 New
GFG
1537
Goldstone Financial Group
Illinois
$228K +$264K +727 New
HFRG
1538
Houlihan Financial Resource Group
Virginia
$227K – – –
SC
1539
Skylands Capital
Wisconsin
$227K – – –
LCM
1540
Lazari Capital Management
California
$227K +$2.18K +6 +0.8%
CC
1541
Corsicana & Co
Texas
$226K +$4K +11 +2%
CAL
1542
Capital Advisors Ltd
Ohio
$226K -$109K -300 -29%
RAG
1543
RIA Advisory Group
Iowa
$226K -$184K -507 -41%
SIP
1544
Snowwater Investment Partners
Connecticut
$226K – – –
DPW
1545
DiNuzzo Private Wealth
Pennsylvania
$225K – – –
GVCM
1546
Global View Capital Management
Wisconsin
$225K +$1.45K +4 +0.6%
PCM
1547
Permanent Capital Management
Illinois
$225K +$260K +715 New
CCM
1548
Cinctive Capital Management
New York
$225K +$261K +717 New
GAA
1549
Global Assets Advisory
Florida
$224K +$137K +378 +114%
HAFS
1550
Hapanowicz & Associates Financial Services
Pennsylvania
$223K – – –
60 61
62
63 64