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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
3251
Evergreen Private Wealth
Colorado
$4.37M +$497K +2,735 +12%
DTL
3252
Dynamic Technology Lab
Singapore
$4.37M +$2.18M +11,993 +89%
EWS
3253
Evergreen Wealth Solutions
Pennsylvania
$4.37M -$331K -1,821 -7%
AWM
3254
Affinity Wealth Management
Delaware
$4.37M -$107K -586 -2%
EWM
3255
Elmwood Wealth Management
California
$4.36M +$926K +5,092 +25%
DCM
3256
Dimension Capital Management
Florida
$4.36M +$162K +893 +4%
NAMNJ
3257
NorthStar Asset Management (New Jersey)
New Jersey
$4.36M +$144K +794 +3%
VAF
3258
Values Added Financial
District of Columbia
$4.35M -$411K -2,258 -8%
IPW
3259
IronBridge Private Wealth
Texas
$4.34M +$290K +1,594 +7%
VIA
3260
Vickerman Investment Advisors
Washington
$4.34M +$22.9K +126 +0.5%
CS
3261
Crescent Sterling
Louisiana
$4.34M -$228K -1,254 -5%
WPA
3262
West Paces Advisors
Georgia
$4.34M +$43.3K +238 +1%
AWM
3263
Activest Wealth Management
Florida
$4.34M +$780K +4,289 +20%
KCG
3264
Kinsale Capital Group
Virginia
$4.32M +$811K +4,461 +22%
CPA
3265
Court Place Advisors
Maryland
$4.31M -$94K -517 -2%
KIA
3266
Kraematon Investment Advisors
Massachusetts
$4.31M -$85.1K -468 -2%
SA
3267
Skyline Advisors
Washington
$4.31M -$159K -876 -3%
ABP
3268
Arthur B. Page
$4.3M -$255K -1,404 -5%
RWI
3269
Red Wave Investments
Pennsylvania
$4.3M +$374K +2,057 +9%
S
3270
Sunpointe
Missouri
$4.29M +$36.4K +200 +0.8%
CAM
3271
Creekmur Asset Management
Illinois
$4.29M +$129K +711 +3%
RF
3272
Robbins Farley
New Hampshire
$4.29M +$993K +5,463 +28%
DAM
3273
Deltec Asset Management
New York
$4.29M +$705K +3,875 +18%
AOI
3274
Auto-Owners Insurance
Michigan
$4.29M – – –
AAP
3275
Ardsley Advisory Partners
Connecticut
$4.29M +$4.55M +25,000 New
129 130
131
132 133