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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1951
Mattern Capital Management
Colorado
$17.3M -$1.1M -4,754 -6%
ERIC
1952
Eagle Rock Investment Company
Georgia
$17.2M -$418K -1,804 -2%
CBT
1953
Crews Bank & Trust
Florida
$17.2M -$186K -803 -1%
LSA
1954
Leonteq Securities AG
Switzerland
$17.2M -$6.38M -27,520 -26%
HNW
1955
High Note Wealth
Minnesota
$17.2M -$180K -779 -1%
CL
1956
CIM LLC
New York
$17.2M -$1.43M -6,177 -7%
APWM
1957
Argonautica Private Wealth Management
Massachusetts
$17.1M -$217K -936 -1%
AA
1958
Alta Advisers
United Kingdom
$17.1M +$6.17M +26,630 +53%
GEM
1959
Global Endowment Management
North Carolina
$17.1M -$1.54M -6,628 -8%
LOPW
1960
Live Oak Private Wealth
North Carolina
$17.1M -$173K -745 -1%
FZCM
1961
Flynn Zito Capital Management
New York
$17.1M -$983K -4,245 -5%
MCM
1962
McDonough Capital Management
Florida
$17M +$211K +909 +1%
COCM
1963
Charter Oak Capital Management
New Hampshire
$17M -$651K -2,809 -4%
NPT
1964
National Philanthropic Trust
Pennsylvania
$17M -$1.06M -4,554 -6%
PDL
1965
Portfolio Design Labs
California
$17M -$5.28M -22,798 -23%
MIC
1966
Meridian Investment Counsel
California
$17M -$28.3K -122 -0.2%
IC
1967
Iconiq Capital
California
$17M +$2.41M +10,392 +16%
PI
1968
Parkside Investments
Illinois
$17M +$6.14M +26,500 +53%
MAM
1969
McLean Asset Management
Virginia
$17M +$8.6M +37,124 +60%
HCP
1970
Hamilton Capital Partners
Georgia
$17M +$6.85M +29,569 +63%
PWA
1971
Physician Wealth Advisors
Utah
$17M +$43.6K +188 +0.2%
GCA
1972
Gradient Capital Advisors
California
$17M -$743K -3,209 -4%
ACA
1973
Atlas Capital Advisors
Wyoming
$16.9M -$453K -1,956 -3%
PWAM
1974
Papamarkou Wellner Asset Management
New York
$16.9M -$361K -1,559 -2%
IIA
1975
IPG Investment Advisors
California
$16.9M +$613K +2,644 +4%
77 78
79
80 81