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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
2501
Pine Haven Investment Counsel
Massachusetts
$245K -$13.4K -320 -6%
MPWS
2502
McCarter Private Wealth Services
Massachusetts
$244K +$227K +5,429 New
YIA
2503
YHB Investment Advisors
Connecticut
$244K -$39.4K -944 -15%
SPI
2504
Santori & Peters Inc
Pennsylvania
$243K -$12.6K -301 -5%
HIA
2505
HTG Investment Advisors
Connecticut
$243K -$2K -48 -0.9%
YDMI
2506
Y.D. More Investments
Israel
$243K +$67.8K +1,625 +43%
ECG
2507
Edge Capital Group
Georgia
$243K +$226K +5,404 New
JGUA
2508
John G. Ullman & Associates
New York
$242K +$1.84K +44 +0.8%
TW
2509
Traveka Wealth
California
$242K +$225K +5,389 New
RFS
2510
Richardson Financial Services
Massachusetts
$242K – – –
BCP
2511
Blue Chip Partners
Michigan
$241K +$250 +6 +0.1%
AHB
2512
Abner Herrman & Brock
New Jersey
$241K -$8.35K -200 -4%
LW
2513
Lauer Wealth
Indiana
$240K -$15.9K -381 -6%
IP
2514
Intellectus Partners
California
$240K – – –
NC
2515
Napatree Capital
Rhode Island
$240K +$223K +5,341 New
SWIG
2516
Strategic Wealth Investment Group
Kentucky
$239K -$36.9K -885 -14%
GWMR
2517
GC Wealth Management RIA
Massachusetts
$239K -$28.5K -684 -11%
JWCA
2518
J.W. Coons Advisors
Ohio
$239K – – –
HCP
2519
Holt Capital Partners
Texas
$238K – – –
E3F
2520
Eight 31 Financial
Texas
$238K -$5.51K -132 -2%
VC
2521
Veery Capital
Delaware
$238K -$6.93K -166 -3%
BPAMU
2522
BTG Pactual Asset Management US
New York
$238K +$221K +5,299 New
HL
2523
HeadInvest LLC
Maine
$238K -$23.5K -564 -10%
GGS
2524
Galvin Gaustad & Stein
Arizona
$237K +$9.35K +224 +4%
SWIM
2525
Smallwood Wealth Investment Management
New Jersey
$237K -$32.2K -771 -13%
99 100
101
102 103