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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
451
Forum Financial Management
Illinois
$357K +$86.4K +1,271 +34%
CCM
452
Coldstream Capital Management
Washington
$354K +$340K +5,005 New
AWM
453
Aberdeen Wealth Management
Illinois
$353K – – –
HAS
454
Horizon Advisory Services
New York
$353K +$339K +4,989 New
EFM
455
E Fund Management
China
$351K +$92.6K +1,362 +38%
BMCM
456
Bryn Mawr Capital Management
Pennsylvania
$346K – – –
PGFC
457
Peapack-Gladstone Financial Corp
New Jersey
$345K +$41.7K +613 +14%
PIM
458
Plato Investment Management
Australia
$333K +$319K +4,685 +66,929%
DDC
459
DF Dent & Co
Maryland
$325K -$70.2K -1,033 -18%
LOPW
460
Live Oak Private Wealth
North Carolina
$323K – – –
CIC
461
Chilton Investment Company
Connecticut
$319K – – –
PA
462
Profund Advisors
Maryland
$317K -$64.8K -953 -18%
IIM
463
INTECH Investment Management
Florida
$314K -$57.7K -849 -16%
ECM
464
Everence Capital Management
Indiana
$304K -$319K -4,690 -52%
FWA
465
FSM Wealth Advisors
Ohio
$302K +$1.43K +21 +0.5%
GI
466
GAMMA Investing
California
$298K +$89.6K +1,318 +45%
CPIG
467
Chicago Partners Investment Group
Illinois
$293K +$275K +4,042 New
NI
468
Natural Investments
California
$292K +$281K +4,133 New
SFC
469
SYM Financial Corp
Indiana
$290K +$11.7K +172 +4%
BFO
470
Boston Family Office
Massachusetts
$288K – – –
AA
471
Auxano Advisors
Washington
$288K +$4.28K +63 +2%
BCM
472
Brookstone Capital Management
Illinois
$287K +$2.38K +35 +0.9%
SVCP
473
Silicon Valley Capital Partners
California
$286K – – –
AI
474
Atria Investments
North Carolina
$284K +$36.5K +537 +15%
MGIA
475
Moneta Group Investment Advisors
Missouri
$283K +$3.74K +55 +1%
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19
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