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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3326
Wedge Capital Management
North Carolina
$4.44M – – –
TNAM
3327
Terra Nova Asset Management
New York
$4.44M +$23.5K +66 +0.6%
GSIAS
3328
Garden State Investment Advisory Services
New Jersey
$4.43M +$152K +428 +4%
CMP
3329
Coston McIsaac & Partners
Maine
$4.43M +$61.2K +172 +1%
BCPE
3330
Bain Capital Public Equity
Massachusetts
$4.43M -$2.9M -8,152 -41%
SC
3331
Schulhoff & Co
Ohio
$4.43M -$16.7K -47 -0.4%
VWMG
3332
Virginia Wealth Management Group
Virginia
$4.42M -$2.7M -7,590 -39%
WFA
3333
Wellspring Financial Advisors
Ohio
$4.42M +$491K +1,379 +13%
TAM
3334
Todd Asset Management
Kentucky
$4.41M – – –
CWM
3335
Compass Wealth Management
Connecticut
$4.41M -$90.8K -255 -2%
VWM
3336
Vivid Wealth Management
Iowa
$4.41M +$4.17M +11,716 New
EFA
3337
Evernest Financial Advisors
Indiana
$4.4M +$4.17M +11,714 New
HWM
3338
Horizon Wealth Management
Illinois
$4.4M +$88.6K +249 +2%
AWM
3339
Adams Wealth Management
Utah
$4.4M -$46.6K -131 -1%
SIM
3340
SSI Investment Management
California
$4.4M -$10.7K -30 -0.3%
EA
3341
Emerald Advisors
Washington
$4.39M +$20.3K +57 +0.5%
TA
3342
TFB Advisors
Kansas
$4.39M +$4.16M +11,680 New
LWM
3343
LongView Wealth Management
Georgia
$4.39M +$4.15M +11,670 New
CAM
3344
Cacti Asset Management
Georgia
$4.38M – – –
GC
3345
Gilbert & Cook
Iowa
$4.38M +$747K +2,098 +22%
PWM
3346
PBMares Wealth Management
Virginia
$4.37M +$38.1K +107 +0.9%
AF
3347
Affiance Financial
Minnesota
$4.36M +$367K +1,030 +10%
RAM
3348
Redmond Asset Management
Virginia
$4.35M +$54.1K +152 +1%
SIC
3349
Samalin Investment Counsel
New York
$4.34M +$101K +284 +3%
BWA
3350
Burt Wealth Advisors
Maryland
$4.34M -$178K -500 -4%
132 133
134
135 136