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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
2501
UBP Investment Advisors
Switzerland
$304K -$130K -1,400 -29%
DACG
2502
Donor Advised Charitable Giving
California
$304K – – –
PG
2503
Patten Group
Tennessee
$304K +$59.3K +640 +22%
SGA
2504
Strategic Global Advisors
California
$300K -$1.5M -16,180 -82%
IA
2505
Independence Advisors
Pennsylvania
$300K – – –
MCMT
2506
Moon Capital Management (Tennessee)
Tennessee
$300K +$323K +3,480 New
TIM
2507
Thompson Investment Management
Wisconsin
$299K +$18.5K +200 +6%
TFCP
2508
Twin Focus Capital Partners
Massachusetts
$299K +$319K +3,440 New
IDA
2509
Intelligence Driven Advisers
California
$297K -$9.27K -100 -3%
CFIA
2510
Cantor Fitzgerald Investment Advisors
New York
$295K – – –
HI
2511
Human Investing
Oregon
$295K – – –
PC
2512
Peavine Capital
Nevada
$295K – – –
RFO
2513
RiverGlades Family Offices
Florida
$295K – – –
HCM
2514
Hudson Capital Management
New Jersey
$293K -$13K -140 -4%
GAM
2515
Gould Asset Management
California
$293K – – –
TI
2516
TTP Investments
California
$293K +$42.7K +460 +16%
VV
2517
Verity & Verity
South Carolina
$291K +$313K +3,380 New
AW
2518
Alpha Windward
Massachusetts
$290K -$18.5K -200 -6%
CIC
2519
Chilton Investment Company
Connecticut
$288K +$96.4K +1,040 +46%
FTC
2520
Farmers Trust Company
Ohio
$287K -$7.42K -80 -2%
OIWM
2521
OptiFour Integrated Wealth Management
Virginia
$285K -$38.9K -420 -11%
MSFP
2522
Mark Sheptoff Financial Planning
Connecticut
$283K +$35.2K +380 +13%
NB
2523
Northwest Bancshares
Pennsylvania
$281K +$1.85K +20 +0.6%
11A
2524
10-15 Associates
New York
$279K – – –
SCM
2525
Smith Capital Management
Arkansas
$279K +$16.7K +180 +6%
99 100
101
102 103