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Medpace

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Continuum Advisory
Idaho
$2.88K – – –
DPW
602
DiNuzzo Private Wealth
Pennsylvania
$2.88K +$396 +1 +17%
BHWM
603
Beaird Harris Wealth Management
Texas
$2.47K +$2.38K +6 New
FPF
604
First Pacific Financial
Washington
$2.47K +$2.38K +6 New
PTC
605
Private Trust Company
Ohio
$2.06K – – –
WCM
606
Winthrop Capital Management
Indiana
$2K – – –
AWM
607
Abound Wealth Management
Tennessee
$1.65K – – –
AWM
608
Atticus Wealth Management
Florida
$1.65K – – –
HI
609
Horizon Investments
North Carolina
$1.24K – – –
RFG
610
RFP Financial Group
Georgia
$1.24K – – –
VCM
611
Versant Capital Management
Arizona
$1.24K – – –
CFO
612
CVA Family Office
Colorado
$1.24K +$1.19K +3 New
CAL
613
Capital Advisors Ltd
Ohio
$1K +$396 +1 +50%
MA
614
Montag & Associates
Georgia
$991 – – –
IFAM
615
Institutional & Family Asset Management
Colorado
$824 – – –
OWA
616
Opal Wealth Advisors
New York
$824 +$792 +2 New
CWC
617
Carolinas Wealth Consulting
North Carolina
$787 – – –
S
618
Sachetta
Massachusetts
$757 +$792 +2 New
JWM
619
Janiczek Wealth Management
Colorado
$412 – – –
TFM
620
TFC Financial Management
Massachusetts
$412 – – –
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$412 +$396 +1 New
TWD
622
True Wealth Design
Ohio
$412 +$396 +1 New
CCM
623
Channing Capital Management
Illinois
– -$44.8M -110,897 Closed
Marshall Wace
624
Marshall Wace
United Kingdom
– -$26.4M -65,253 Closed
AIG
625
American International Group
New York
– -$12.6M -31,064 Closed