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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1776
Gables Capital Management
Florida
$21.4M +$82.2K +400 +0.4%
VWM
1777
VCI Wealth Management
Missouri
$21.4M +$2.46M +11,942 +13%
EPM
1778
Elm Partners Management
Pennsylvania
$21.4M -$772K -3,753 -3%
MCM
1779
MV Capital Management
Maryland
$21.3M -$746K -3,629 -3%
VCM
1780
Vision Capital Management
Oregon
$21.3M -$230K -1,120 -1%
SWP
1781
Strategic Wealth Partners
Ohio
$21.3M -$15K -73 -0.1%
FPL
1782
Fortress Private Ledger
North Carolina
$21.3M +$1.17M +5,697 +6%
QPW
1783
Quantum Private Wealth
Florida
$21.3M -$200K -972 -0.9%
HAM
1784
Harmony Asset Management
Arizona
$21.3M -$35.6K -173 -0.2%
S
1785
Sunpointe
Missouri
$21.2M -$92.5K -450 -0.4%
NS
1786
NBC Securities
Alabama
$21.2M +$132K +644 +0.6%
NHT
1787
New Hampshire Trust
New Hampshire
$21.2M -$525K -2,553 -2%
TAS
1788
TIFF Advisory Services
Pennsylvania
$21.2M -$8.66M -42,135 -28%
AFM
1789
Aspetuck Financial Management
Connecticut
$21.2M +$79.4K +386 +0.4%
CRI
1790
Colonial River Investments
Virginia
$21.2M -$651K -3,166 -3%
QWP
1791
Quotient Wealth Partners
Texas
$21.1M +$564K +2,744 +3%
CCPM
1792
Cooper Creek Partners Management
New York
$21.1M +$21.7M +105,346 New
AIMC
1793
Alley Investment Management Company
Illinois
$21M +$172K +838 +0.8%
ATI
1794
Act Two Investors
California
$21M +$55.5K +270 +0.3%
LHC
1795
Lodge Hill Capital
New York
$21M +$21.6M +105,000 New
WA
1796
WP Advisors
California
$21M -$374K -1,819 -2%
PFS
1797
Physicians Financial Services
North Carolina
$20.9M -$6.49M -31,568 -23%
WG
1798
Wealth Group
North Carolina
$20.9M +$15.4M +74,969 +252%
CFSG
1799
Community Financial Services Group
Vermont
$20.9M +$1.63M +7,918 +8%
MJP
1800
Michael J. Puzo
$20.9M -$520K -2,529 -2%
70 71
72
73 74