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Bright Horizons
BFAM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
376
Hantz Financial Services
Michigan
$1K +$736 +6 New
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$989 +$123 +1 +14%
FFO
378
Fortitude Family Office
Arizona
$989 +$981 +8 New
MA
379
Montag & Associates
Georgia
$908 – – –
PWMG
380
Private Wealth Management Group
New Jersey
$866 – – –
S
381
Sachetta
Massachusetts
$866 – – –
CH
382
Cromwell Holdings
Wyoming
$742 – – –
RIL
383
Rothschild Investment LLC
Illinois
$618 +$613 +5 New
SIC
384
SJS Investment Consulting
Ohio
$495 -$245 -2 -33%
LFASL
385
Lugano Financial Advisors SA (LFA)
Switzerland
$494 +$491 +4 New
ADL
386
Asset Dedication LLC
California
$371 – – –
BGAI
387
Bruce G. Allen Investments
Colorado
$371 – – –
HIA
388
HFM Investment Advisors
New Jersey
$371 +$245 +2 +200%
PWM
389
Parkworth Wealth Management
California
$371 +$245 +2 +200%
RWM
390
Rialto Wealth Management
New York
$248 +$245 +2 New
BHWM
391
Bay Harbor Wealth Management
Maryland
$247 +$123 +1 +100%
HI
392
Harbour Investments
Wisconsin
$247 +$245 +2 New
TFM
393
TFC Financial Management
Massachusetts
$124 – – –
BC
394
Bayforest Capital
United Kingdom
$124 +$123 +1 New
TIM
395
Tortoise Investment Management
New York
$124 +$123 +1 New
TPWA
396
Twin Peaks Wealth Advisors
California
$118 +$123 +1 New
DCP
397
Durable Capital Partners
Maryland
– -$72.2M -568,078 Closed
BAM
398
Burgundy Asset Management
Ontario, Canada
– -$20.9M -164,742 Closed
DDC
399
DF Dent & Co
Maryland
– -$15.1M -118,527 Closed
VA
400
Vident Advisory
Georgia
– -$13.2M -104,096 Closed
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