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Name Holding Trade Value Shares
Change 		Change in
Stake
ETCM
2901
Evolutionary Tree Capital Management
Virginia
$8.5M -$918K -2,113 -11%
D
2902
Drystone
Virginia
$8.5M +$434 +1 +0%
PMA
2903
Prudent Man Advisors
Illinois
$8.49M +$1.69M +3,894 +30%
SSWM
2904
Sheets Smith Wealth Management
North Carolina
$8.49M +$658K +1,516 +10%
PWM
2905
Prosperity Wealth Management
California
$8.48M -$465K -1,070 -6%
RWP
2906
Ridgecrest Wealth Partners
California
$8.46M -$30K -69 -0.4%
HC
2907
Headland Capital
South Carolina
$8.45M +$349K +803 +5%
WE
2908
Wealth Effects
Massachusetts
$8.43M -$325K -749 -4%
MAM
2909
Milestone Asset Management
Pennsylvania
$8.43M +$3.21M +7,389 +77%
KCFA
2910
Key Client Fiduciary Advisors
New Jersey
$8.41M -$10.4K -24 -0.1%
PCP
2911
Panoramic Capital Partners
Oregon
$8.41M -$119K -273 -2%
CFIA
2912
Cantor Fitzgerald Investment Advisors
New York
$8.41M +$313K +720 +4%
SAM
2913
Socorro Asset Management
Texas
$8.4M -$2.41M -5,545 -25%
PCIG
2914
Partners Capital Investment Group
Massachusetts
$8.4M -$581K -1,337 -7%
CWM
2915
Concentrum Wealth Management
California
$8.4M +$12.2K +28 +0.2%
SAM
2916
Silphium Asset Management
United Kingdom
$8.38M +$430K +990 +6%
CVA
2917
Central Valley Advisors
California
$8.37M -$352K -810 -5%
CRCM
2918
Crystal Rock Capital Management
Illinois
$8.36M +$565K +1,300 +8%
SHFA
2919
SC&H Financial Advisors
Maryland
$8.36M +$10.9K +25 +0.1%
EFH
2920
Eaton Financial Holdings
Florida
$8.35M +$1.52M +3,508 +26%
UAM
2921
Unison Asset Management
Florida
$8.34M +$178K +411 +3%
AA
2922
Addison Advisors
Vermont
$8.34M +$515K +1,187 +8%
CCP
2923
Clarity Capital Partners
California
$8.34M -$369K -849 -5%
PWS
2924
Peterson Wealth Services
Utah
$8.33M +$118K +271 +2%
CWS
2925
Cypress Wealth Services
California
$8.32M +$994K +2,290 +16%
115 116
117
118 119