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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1951
Auxano Advisors
Washington
$3.25M -$33.2K -96 -1%
SIA
1952
Schear Investment Advisers
Ohio
$3.24M +$31.5K +91 +1%
NCGI
1953
Next Century Growth Investors
Minnesota
$3.24M +$21.8K +63 +0.7%
TCG
1954
Tremblant Capital Group
Florida
$3.24M +$269K +778 +9%
TP
1955
Tranquility Partners
Tennessee
$3.24M +$633K +1,830 +24%
FGA
1956
Fortis Group Advisors
New Jersey
$3.23M -$1.34M -3,881 -29%
RCIM
1957
Red Cedar Investment Management
Michigan
$3.23M – – –
MFG
1958
MidWestOne Financial Group
Iowa
$3.23M +$24.9K +72 +0.8%
CAG
1959
Csenge Advisory Group
Florida
$3.23M -$1.18M -3,402 -26%
ICP
1960
Impact Capital Partners
Colorado
$3.23M -$241K -697 -7%
ACL
1961
Applied Capital LLC
Florida
$3.23M +$5.88K +17 +0.2%
JSC
1962
Jackson Square Capital
California
$3.23M -$180K -519 -5%
RLH
1963
RD Lewis Holdings
Florida
$3.22M +$81K +234 +3%
KWM
1964
Koa Wealth Management
California
$3.22M +$9.35K +27 +0.3%
CFP
1965
Catalyst Financial Partners
Massachusetts
$3.22M +$47.8K +138 +1%
BHIA
1966
Birch Hill Investment Advisors
Massachusetts
$3.21M +$129K +372 +4%
RA
1967
Ransom Advisory
Rhode Island
$3.21M -$51.9K -150 -2%
MAM
1968
MWA Asset Management
Massachusetts
$3.21M -$86.2K -249 -3%
SOW
1969
State of Wyoming
Wyoming
$3.21M +$2.14M +6,173 +191%
BWP
1970
Burling Wealth Partners
Illinois
$3.19M -$186K -538 -5%
HAC
1971
Harbor Advisory Corp
New Hampshire
$3.19M – – –
WPW
1972
Waldron Private Wealth
Pennsylvania
$3.18M +$89.3K +258 +3%
CWP
1973
Concord Wealth Partners
Virginia
$3.18M +$3.46K +10 +0.1%
TWM
1974
TCFG Wealth Management
California
$3.16M +$13.8K +40 +0.4%
TAP
1975
Tounjian Advisory Partners
Florida
$3.16M -$838K -2,420 -21%
77 78
79
80 81