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Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
3926
Echo Street Capital Management
New York
$1.15M +$1.27M +8,880 New
W
3927
WorthPointe
California
$1.15M +$102K +712 +9%
SFG
3928
Steward Financial Group
Texas
$1.15M -$21.6K -151 -2%
SRC
3929
Stone Run Capital
New York
$1.15M -$272K -1,900 -18%
SAS
3930
Stelac Advisory Services
New York
$1.15M -$7.76M -54,317 -86%
AFP
3931
Alpha Financial Partners
Kentucky
$1.15M +$1.26M +8,818 New
BSAM
3932
Blue Square Asset Management
New York
$1.13M -$366K -2,561 -23%
FWM
3933
ForthRight Wealth Management
Georgia
$1.13M -$5.72K -40 -0.5%
WA
3934
Waterford Advisors
New York
$1.13M +$1.24M +8,661 New
OLA
3935
Oliver Luxxe Assets
New Jersey
$1.12M -$37K -259 -3%
JHP
3936
James Hambro & Partners
United Kingdom
$1.12M -$587K -4,108 -32%
OPWM
3937
Oakwell Private Wealth Management
Texas
$1.12M -$26.9K -188 -2%
LAM
3938
Lifestyle Asset Management
Texas
$1.12M +$1.23M +8,601 New
WMWM
3939
Whitaker-Myers Wealth Managers
Ohio
$1.12M +$1.23M +8,582 New
RAM
3940
Rempart Asset Management
Canada
$1.11M -$35.7K -250 -3%
VP
3941
Verum Partners
North Carolina
$1.11M +$1.22M +8,568 New
AWA
3942
ARQ Wealth Advisors
Arizona
$1.11M +$16.4K +115 +1%
CA
3943
Crane Advisory
California
$1.11M +$14.3K +100 +1%
TB
3944
Treynor Bancshares
Iowa
$1.11M -$6.29K -44 -0.5%
ACA
3945
Ascension Capital Advisors
Texas
$1.11M -$73.2K -512 -6%
WSWA
3946
Warren Street Wealth Advisors
California
$1.1M -$736K -5,153 -38%
CP
3947
Coho Partners
Pennsylvania
$1.1M -$61.5K -430 -5%
EFIC
3948
Eliot Finkel Investment Counsel
California
$1.1M -$133K -929 -10%
BA
3949
Bennicas & Associates
California
$1.1M -$21.4K -150 -2%
CIA
3950
Capital Impact Advisors
Massachusetts
$1.1M +$499K +3,495 +71%
156 157
158
159 160