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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1301
Parkworth Wealth Management
California
$785 – – –
RFS
1302
Richardson Financial Services
Massachusetts
$785 – – –
PPA
1303
Painted Porch Advisors
California
$785 +$284 +1 +50%
BHWM
1304
Bay Harbor Wealth Management
Maryland
$785 +$853 +3 New
BMC
1305
Bear Mountain Capital
Washington
$546 +$569 +2 New
BIM
1306
Breakwater Investment Management
Washington
$524 – – –
GC
1307
Garde Capital
Washington
$524 +$569 +2 New
GP
1308
Greenline Partners
New York
$524 +$569 +2 New
HIA
1309
HFM Investment Advisors
New Jersey
$524 +$569 +2 New
Q1WB
1310
Quest 10 Wealth Builders
Virginia
$312 +$284 +1 New
CW
1311
Curio Wealth
Maryland
$296 +$284 +1 New
GA
1312
GoalVest Advisory
New York
$262 +$284 +1 New
HHGA
1313
Halbert Hargrove Global Advisors
California
$262 +$284 +1 New
RJA
1314
Ross\Johnson & Associates
Minnesota
$261 +$284 +1 New
EWP
1315
Elevation Wealth Partners
California
$14 – – –
CAM
1316
Contour Asset Management
New York
– -$102M -343,777 Closed
TCM
1317
Tybourne Capital Management
Hong Kong
– -$38.4M -129,826 Closed
SC
1318
Samlyn Capital
New York
– -$37.6M -127,249 Closed
GC
1319
Greenvale Capital
United Kingdom
– -$36.9M -125,000 Closed
Select Equity Group
1320
Select Equity Group
New York
– -$36.9M -124,774 Closed
APC
1321
Alta Park Capital
California
– -$26.6M -89,971 Closed
EIP
1322
Epoch Investment Partners
New York
– -$22.4M -75,828 Closed
CM
1323
Crestline Management
Texas
– -$17.2M -58,072 Closed
LSCM
1324
Light Street Capital Management
California
– -$15.1M -50,956 Closed
TAF
1325
Tredje AP-fonden
Sweden
– -$14.7M -49,860 Closed