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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3376
Trueblood Wealth Management
Ohio
$4.29M +$598K +3,211 +16%
CFIA
3377
Cantor Fitzgerald Investment Advisors
New York
$4.29M -$558 -3 -0%
EMC
3378
Everest Management Corp
California
$4.28M +$631K +3,391 +17%
DF
3379
Dunhill Financial
United Kingdom
$4.28M +$263K +1,413 +6%
LA
3380
Lifeworks Advisors
Michigan
$4.27M +$797K +4,281 +23%
SCM
3381
Stevens Capital Management
Pennsylvania
$4.27M -$52.1M -279,768 -92%
MWM
3382
Meadowbrook Wealth Management
New York
$4.27M -$1.28M -6,878 -23%
RCA
3383
Riverview Capital Advisers
Massachusetts
$4.26M -$23.5K -126 -0.5%
BCP
3384
Blue Chip Partners
Michigan
$4.26M -$224K -1,203 -5%
ACM
3385
Aubrey Capital Management
United Kingdom
$4.25M -$130K -700 -3%
RFS
3386
Richardson Financial Services
Massachusetts
$4.25M -$267K -1,432 -6%
PCM
3387
Permanent Capital Management
Illinois
$4.25M +$252K +1,354 +6%
EP
3388
Essential Partners
California
$4.25M +$285K +1,529 +7%
TBWA
3389
Three Bridge Wealth Advisors
California
$4.24M +$50.3K +270 +1%
LPAM
3390
Lodestar Private Asset Management
California
$4.24M +$114K +613 +3%
MSF
3391
Mustard Seed Financial
Arkansas
$4.23M -$1.12M -5,999 -21%
HWA
3392
HHM Wealth Advisors
Tennessee
$4.23M -$183K -983 -4%
MHR
3393
Matthew Hamilton Rosenberg
$4.22M -$14.9K -80 -0.4%
MAM
3394
Madison Asset Management
Wisconsin
$4.22M -$321K -1,725 -7%
BFW
3395
Brady Family Wealth
Missouri
$4.22M +$197K +1,060 +5%
PCMNC
3396
Piedmont Capital Management (North Carolina)
North Carolina
$4.22M +$4.21M +22,629 New
MWM
3397
Mosley Wealth Management
California
$4.21M +$4.14M +22,242 New
IA
3398
IAM Advisory
Pennsylvania
$4.2M -$26.6K -143 -0.6%
FM
3399
Foster & Motley
Ohio
$4.2M +$1.65M +8,852 +65%
CS
3400
CapitalatWork SA
$4.2M – – –
134 135
136
137 138