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Medpace

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
676
Cornerstone Financial Management
Massachusetts
$1.59K – – –
DF
677
DecisionPoint Financial
Arizona
$1.09K +$462 +1 +100%
MAFA
678
MJT & Associates Financial Advisory
Minnesota
$1.06K – – –
PWA
679
Physician Wealth Advisors
Utah
$1.06K +$923 +2 New
BLC
680
Brown, Lisle/Cummings
Rhode Island
$1.06K +$923 +2 New
TAP
681
Tounjian Advisory Partners
Florida
$1.06K +$923 +2 New
WSFS
682
Wilmington Savings Fund Society
Delaware
$1.06K +$923 +2 New
AW
683
Avion Wealth
Texas
$1K – – –
CAL
684
Capital Advisors Ltd
Ohio
$1K – – –
NWM
685
Navigoe Wealth Management
California
$1K +$923 +2 New
UFF
686
USA Financial Formulas
Michigan
$530 -$462 -1 -50%
APW
687
Aventura Private Wealth
Florida
$530 – – –
NFSG
688
Newbridge Financial Services Group
Florida
$530 – – –
PWMG
689
Prestige Wealth Management Group
New Jersey
$530 – – –
QWM
690
Quaker Wealth Management
New Jersey
$530 – – –
RF
691
Rossby Financial
Florida
$530 – – –
TFM
692
TFC Financial Management
Massachusetts
$530 – – –
TM
693
Torren Management
California
$530 – – –
BWS
694
Buck Wealth Strategies
Colorado
$530 +$462 +1 New
GWM
695
Geneos Wealth Management
Colorado
$530 +$462 +1 New
MWM
696
Mascoma Wealth Management
New Hampshire
$530 +$462 +1 New
RWM
697
Raffa Wealth Management
District of Columbia
$530 +$462 +1 New
S
698
Sachetta
Massachusetts
$530 +$462 +1 New
SFCL
699
Strengthening Families & Communities LLC
Massachusetts
$530 +$462 +1 New
DF
700
Dunhill Financial
United Kingdom
$529 – – –