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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1576
Steffes Financial
Kansas
$446K – – –
VIM
1577
VELA Investment Management
Ohio
$446K – – –
CP
1578
Canopy Partners
Ohio
$446K +$1.52K +3 +0.4%
SIC
1579
Samalin Investment Counsel
New York
$445K -$19.8K -39 -4%
WFA
1580
Wellspring Financial Advisors
Ohio
$444K +$16.2K +32 +4%
DWM
1581
Drive Wealth Management
Utah
$444K +$153K +303 +55%
CWM
1582
C2C Wealth Management
Arizona
$444K – – –
QFA
1583
Quantum Financial Advisors
California
$444K -$8.61K -17 -2%
EFSCE
1584
Enterprise Financial Services Corp (EFSC)
Missouri
$443K +$96.2K +190 +29%
RWPA
1585
Richard W. Paul & Associates
Michigan
$442K -$6.08K -12 -1%
GFA
1586
Gallagher Fiduciary Advisors
Illinois
$442K -$13.7K -27 -3%
FAG
1587
Fortitude Advisory Group
Washington
$442K +$25.3K +50 +6%
MP
1588
Moment Partners
California
$439K +$13.2K +26 +3%
KFC
1589
Klingenstein Fields & Co
New York
$439K -$15.2K -30 -3%
TWM
1590
Tradition Wealth Management
Minnesota
$438K +$60.8K +120 +17%
CP
1591
Creekside Partners
California
$436K – – –
THCM
1592
Taylor Hoffman Capital Management
Virginia
$435K – – –
NRC
1593
New Republic Capital
North Carolina
$431K +$6.08K +12 +1%
TFA
1594
Transamerica Financial Advisors
Florida
$431K +$25.3K +50 +6%
LC
1595
Landaas & Company
Wisconsin
$430K – – –
IAG
1596
Investment Advisory Group
Massachusetts
$429K +$21.3K +42 +5%
FG
1597
Foster Group
Iowa
$427K +$49.1K +97 +13%
MWM
1598
Maripau Wealth Management
Indiana
$426K +$2.53K +5 +0.6%
DBG
1599
De Burlo Group
Massachusetts
$426K – – –
PPWM
1600
Paragon Private Wealth Management
Kentucky
$425K +$20.3K +40 +5%
62 63
64
65 66