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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2076
McKinley Carter Wealth Services
West Virginia
$2.63M -$63.4K -211 -2%
RMP
2077
Richards, Merrill & Peterson
Washington
$2.63M +$2.5M +8,312 New
SFM
2078
Systematic Financial Management
New Jersey
$2.62M – – –
TFA
2079
Teamwork Financial Advisors
Texas
$2.61M -$1.8K -6 -0.1%
CSS
2080
Cubist Systematic Strategies
Connecticut
$2.61M -$8.64M -28,739 -78%
MSFS
2081
Main Street Financial Solutions
Pennsylvania
$2.61M +$30.4K +101 +1%
CFCI
2082
Comprehensive Financial Consultants Institutional
Indiana
$2.6M +$84.8K +282 +4%
GWM
2083
Gray Wealth Management
Maine
$2.6M +$8.12K +27 +0.3%
AG
2084
Algert Global
California
$2.59M +$524K +1,744 +27%
AWMT
2085
AAFMAA Wealth Management & Trust
North Carolina
$2.59M -$270K -899 -10%
SWM
2086
Sculati Wealth Management
Michigan
$2.59M -$14.1K -47 -0.6%
FIM
2087
Freedom Investment Management
Connecticut
$2.58M +$14.4K +48 +0.6%
HCCM
2088
Hudson Canyon Capital Management
New York
$2.58M – – –
HIC
2089
Holderness Investments Company
North Carolina
$2.58M +$114K +380 +5%
SXL
2090
Summit X LLC
Missouri
$2.58M +$11.1K +37 +0.5%
TCG
2091
Tremblant Capital Group
Florida
$2.56M +$314K +1,044 +15%
ECA
2092
Elevate Capital Advisors
Colorado
$2.55M +$2.43M +8,081 New
SP
2093
Stonebrook Private
Michigan
$2.55M +$2.71K +9 +0.1%
OWA
2094
One Wealth Advisors
California
$2.55M +$68.6K +228 +3%
LD
2095
Lipe & Dalton
New York
$2.54M -$236K -784 -9%
GCM
2096
Geneva Capital Management
Wisconsin
$2.54M -$173K -576 -7%
BA
2097
Ballast Advisors
Minnesota
$2.54M +$88.7K +295 +4%
CAMV
2098
Concord Asset Management (Virginia)
Virginia
$2.54M -$236K -785 -9%
BLAM
2099
Bourne Lent Asset Management
New York
$2.54M +$371K +1,234 +18%
SI
2100
Shaker Investments
Ohio
$2.54M -$15.6K -52 -0.6%
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84
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