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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2876
Lebenthal Global Advisors
New York
$368K +$720 +2 +0.2%
MF
2877
Montis Financial
Massachusetts
$367K -$17.6K -49 -4%
AA
2878
Auxano Advisors
Washington
$367K +$3.6K +10 +0.9%
FPCG
2879
Fort Pitt Capital Group
Pennsylvania
$365K -$2.15M -5,956 -85%
BWM
2880
BCGM Wealth Management
Indiana
$365K – – –
GP
2881
Greenline Partners
New York
$363K – – –
GC
2882
Gruss & Co
Florida
$363K +$385K +1,070 New
MA
2883
Mosaic Advisors
Texas
$362K -$171K -475 -31%
BWM
2884
BT Wealth Management
Georgia
$362K – – –
W
2885
Wealthquest
Ohio
$362K +$2.52K +7 +0.7%
MWM
2886
McNaughton Wealth Management
California
$362K +$7.2K +20 +2%
CCG
2887
Chatham Capital Group
Georgia
$361K – – –
SFM
2888
Systematic Financial Management
New Jersey
$361K – – –
QC
2889
QCM Cayman
Texas
$360K +$382K +1,060 New
GS
2890
Gagnon Securities
New York
$359K – – –
VIM
2891
Vista Investment Management
Pennsylvania
$358K – – –
VC
2892
Veery Capital
Delaware
$357K +$2.88K +8 +0.8%
DPI
2893
Diversified Portfolios Inc
Michigan
$356K – – –
TFIPS
2894
Towarzystwo Funduszy Inwestycyjnych PZU SA
$355K +$27K +75 +8%
CWM
2895
Curi Wealth Management
North Carolina
$353K -$45.7K -127 -11%
CPA
2896
Court Place Advisors
Maryland
$353K -$14.8K -41 -4%
SHWM
2897
Smith & Howard Wealth Management
Georgia
$352K – – –
RMAM
2898
Raab & Moskowitz Asset Management
New Jersey
$350K +$21.6K +60 +6%
G
2899
GenTrust
Florida
$350K +$32.8K +91 +10%
ST
2900
Sentinel Trust
Texas
$349K -$20.2K -56 -5%
114 115
116
117 118