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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
2101
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$10.7K -160 -3%
ST
2102
Smithfield Trust
Pennsylvania
$359K +$6.69K +100 +2%
FFG
2103
Frisch Financial Group
New York
$359K +$84.3K +1,260 +33%
GFWA
2104
Grey Fox Wealth Advisors
Delaware
$359K -$130K -1,940 -28%
SW
2105
Signify Wealth
Missouri
$359K +$338K +5,060 New
WWS
2106
Wellington Wealth Strategies
Indiana
$358K -$114K -1,710 -27%
YCG
2107
Yeomans Consulting Group
Georgia
$357K +$107K +1,600 +47%
BBA
2108
Braun-Bostich & Associates
Pennsylvania
$357K +$6.02K +90 +2%
SWM
2109
Sagace Wealth Management
Florida
$357K +$334K +5,000 New
LAM
2110
Lifestyle Asset Management
Texas
$356K +$32.8K +490 +11%
ABWM
2111
Alpine Bank Wealth Management
Colorado
$355K +$335K +5,010 New
WI
2112
Wintrust Investments
Illinois
$355K -$2.96M -44,240 -90%
CBTWT
2113
Community Bank & Trust (Waco, Texas)
Texas
$355K – – –
RFM
2114
Royal Fund Management
Florida
$355K -$234K -3,500 -41%
HA
2115
Harbor Advisors
Florida
$355K – – –
HI
2116
Harper Investing
California
$355K – – –
VF
2117
Vawter Financial
Ohio
$355K – – –
SFA
2118
Source Financial Advisors
New York
$355K +$1.34K +20 +0.4%
CWA
2119
Canvas Wealth Advisors
Kansas
$355K +$39.5K +590 +13%
GCM
2120
Glaxis Capital Management
Florida
$355K +$334K +5,000 New
ICM
2121
Ionic Capital Management
New York
$355K +$334K +5,000 New
MSF
2122
Mustard Seed Financial
Arkansas
$354K – – –
CAM
2123
Cidel Asset Management
Ontario, Canada
$353K – – –
CCM
2124
Crew Capital Management
Ohio
$353K +$333K +4,980 New
W
2125
Wealthquest
Ohio
$353K +$334K +5,000 New
83 84
85
86 87