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Medpace

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
AllSquare Wealth Management
New York
$20.2K
GIA
552
GHP Investment Advisors
Colorado
$20.2K
WT
553
Whittier Trust
California
$20.2K
FIM
554
Fernwood Investment Management
Massachusetts
$19.8K +$17.2K +49 New
CPG
555
Cornerstone Planning Group
New Jersey
$19.2K -$2.11K -6 -11%
SIC
556
SJS Investment Consulting
Ohio
$17.8K +$12K +34 +340%
VWM
557
Venturi Wealth Management
Texas
$17.8K
PCMC
558
Planning Capital Management Corporation
Pennsylvania
$17K -$6.68K -19 -31%
VAG
559
VisionPoint Advisory Group
Texas
$16.2K -$703 -2 -5%
CB
560
Community Bank
New York
$16.2K
EWA
561
EverSource Wealth Advisors
Alabama
$14.4K +$3.87K +11 +42%
MA
562
MCF Advisors
Kentucky
$10.5K +$2.46K +7 +37%
EBA
563
Eagle Bay Advisors
New York
$10.5K +$9.14K +26 New
BIA
564
Bell Investment Advisors
California
$10.1K +$352 +1 +4%
LSA
565
Leonteq Securities AG
Switzerland
$9.29K +$1.41K +4 +21%
JWA
566
JFS Wealth Advisors
Pennsylvania
$8.89K
AF
567
Allworth Financial
California
$6.87K
Mitsubishi UFJ Asset Management
568
Mitsubishi UFJ Asset Management
Japan
$5.66K
SWM
569
Spire Wealth Management
Virginia
$5.66K
FG
570
Fairman Group
Pennsylvania
$5.25K
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$4.04K
CA
572
Crewe Advisors
Utah
$3.64K +$3.16K +9 New
OC
573
Oakworth Capital
Alabama
$3.64K
AS
574
Altshuler Shaham
Israel
$3.64K +$3.16K +9 New
AFWM
575
Abich Financial Wealth Management
Virginia
$3.23K