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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2401
Pursue Wealth Partners
California
$297K – – –
JGIA
2402
Jackson Grant Investment Advisers
Connecticut
$297K +$1.72K +36 +0.5%
GAM
2403
Griffin Asset Management
New York
$297K +$6.08K +127 +2%
COCM
2404
Charter Oak Capital Management
New Hampshire
$296K -$7.37K -154 -2%
IIM
2405
Ipswich Investment Management
Massachusetts
$296K -$4.69K -98 -1%
GWI
2406
Grace & White Inc
New York
$296K – – –
PO
2407
Private Ocean
California
$296K +$19.2K +402 +6%
PPG
2408
Peak Planning Group
Colorado
$295K +$332K +6,926 New
MAM
2409
Mastrapasqua Asset Management
Tennessee
$294K -$9.57K -200 -3%
AP
2410
Adero Partners
California
$294K +$3.97K +83 +1%
AIM
2411
Avity Investment Management
Connecticut
$294K +$25.1K +525 +8%
SQA
2412
Simon Quick Advisors
New Jersey
$294K +$206K +4,296 +193%
MF
2413
Montis Financial
Massachusetts
$293K – – –
DDPIC
2414
Deroy & Devereaux Private Investment Counsel
Michigan
$290K -$82.6K -1,725 -20%
BA
2415
Bridgewater Advisors
New York
$290K -$14.1K -295 -4%
FA
2416
Fortis Advisors
Pennsylvania
$290K -$12K -250 -4%
TCM
2417
Towercrest Capital Management
Pennsylvania
$290K – – –
SCS
2418
Syquant Capital SAS
France
$290K +$28.7K +600 +10%
CPC
2419
Consolidated Planning Corp
Georgia
$290K +$37K +772 +13%
PAM
2420
Paradigm Asset Management
New York
$290K +$326K +6,800 New
JSC
2421
Jackson Square Capital
California
$289K -$619K -12,931 -66%
RZH
2422
Relyea Zuckerberg Hanson
Connecticut
$289K -$36.9K -770 -10%
SMH
2423
Sanders Morris Harris
Texas
$289K – – –
SG
2424
Swarthmore Group
Pennsylvania
$288K -$5.16M -107,764 -94%
IA
2425
IFG Advisors
Missouri
$287K -$193K -4,025 -37%
95 96
97
98 99