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Medpace

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Perigon Wealth Management
California
$575K +$48.3K +85 +9%
VWM
452
Venturi Wealth Management
Texas
$573K -$30.1K -53 -5%
SL
453
Sentinus LLC
Illinois
$568K +$574K +1,011 New
Jones Financial Companies
454
Jones Financial Companies
Missouri
$567K +$137K +242 +32%
ATC
455
Argent Trust Co
Tennessee
$566K -$5.11K -9 -0.9%
IA
456
IFP Advisors
Florida
$566K +$288K +508 +102%
AAM
457
Azzad Asset Management
Virginia
$564K +$570K +1,004 New
FAMI
458
Fideuram Asset Management (Ireland)
$561K +$946K +1,666 New
WMA
459
West Michigan Advisors
Michigan
$553K +$559K +984 New
IPW
460
Impact Partnership Wealth
Georgia
$545K +$551K +971 New
SSW
461
Smith Shellnut Wilson
Mississippi
$541K
Vontobel Holding
462
Vontobel Holding
Switzerland
$537K +$1.14K +2 +0.2%
CIBC Asset Management
463
CIBC Asset Management
Ontario, Canada
$535K
AWM
464
Angeles Wealth Management
California
$534K +$18.2K +32 +3%
JSW
465
Journey Strategic Wealth
New Jersey
$529K +$32.9K +58 +7%
CW
466
CreativeOne Wealth
Kansas
$529K -$50K -88 -9%
BIG
467
Brooklyn Investment Group
New York
$520K +$518K +912 New
LSA
468
Leonteq Securities AG
Switzerland
$514K -$255K -449 -33%
AIP
469
Arrowpoint Investment Partners
Singapore
$510K +$515K +908 New
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$508K +$371K +654 +262%
BCI
471
Blue Capital Inc
Nebraska
$507K +$512K +902 New
CL
472
Choreo LLC
Illinois
$506K -$283K -498 -36%
AFGAS
473
Allegiance Financial Group Advisory Services
Virginia
$504K +$174K +306 +52%
EW
474
Evoke Wealth
California
$503K +$69.3K +122 +16%
RBFC
475
Roman Butler Fullerton & Co
Missouri
$498K +$466K +821 New