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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
2301
Whalerock Point Partners
Rhode Island
$382K – – –
EA
2302
Evergreen Advisors
Tennessee
$381K – – –
MWA
2303
Motive Wealth Advisors
Michigan
$380K +$42.1K +164 +12%
WBC
2304
West Branch Capital
Massachusetts
$379K -$257K -1,000 -40%
HTHT
2305
Hemenway Trust Hemenway Trust
New Hampshire
$379K -$43.7K -170 -10%
FWM
2306
Fairhaven Wealth Management
Illinois
$379K – – –
WTA
2307
Washington Trust Advisors
Massachusetts
$379K – – –
QPW
2308
Quantum Private Wealth
Florida
$379K +$6.17K +24 +2%
GFPC
2309
Global Financial Private Client
Florida
$378K -$13.4K -52 -3%
G
2310
GenTrust
Florida
$378K – – –
SIA
2311
Schear Investment Advisers
Ohio
$378K -$6.68K -26 -2%
SGWM
2312
Sterling Group Wealth Management
California
$378K +$3.34K +13 +0.9%
W
2313
Wealthquest
Ohio
$377K -$7.19K -28 -2%
TPW
2314
Tiller Private Wealth
Pennsylvania
$376K +$29K +113 +8%
ESCM
2315
Echo Street Capital Management
New York
$376K +$62.9K +245 +19%
GCM
2316
Greenland Capital Management
New York
$375K +$385K +1,500 New
MIA
2317
MMBG Investment Advisors
Florida
$375K +$385K +1,500 New
FFA
2318
Fairfield Financial Advisors
Massachusetts
$374K -$153K -597 -29%
CCM
2319
Corsair Capital Management
New York
$374K – – –
LAS
2320
LWM Advisory Services
Florida
$374K +$45.2K +176 +13%
CIA
2321
Cohen Investment Advisors
New Hampshire
$374K -$203K -789 -35%
LIA
2322
LBMC Investment Advisors
Tennessee
$374K -$4.62K -18 -1%
LWM
2323
LJI Wealth Management
Indiana
$374K +$44.2K +172 +13%
CHA
2324
Cooper/Haims Advisors
New York
$372K -$149K -579 -28%
TWM
2325
TMD Wealth Management
Arizona
$371K -$91.7K -357 -19%
91 92
93
94 95