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Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1951
Joseph P. Lucia & Associates
New York
$3K – – –
BCMIO
1952
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3.08K +73 New
EWM
1953
Elmwood Wealth Management
California
$2.46K +$3.04K +72 New
PG
1954
Proffitt & Goodson
Tennessee
$2K – – –
ST
1955
Sageworth Trust
Pennsylvania
$2K – – –
LGWM
1956
Litman Gregory Wealth Management
California
$1K -$2.24K -53 -69%
CMA
1957
Cedar Mountain Advisors
Oregon
$1K – – –
WAMC
1958
Western Asset Management Company
California
$1K +$1.1K +26 New
ED
1959
Exane Derivatives
France
$653 -$45.9K -1,088 -98%
WIM
1960
Westside Investment Management
California
$554 +$680K +16,119 New
BI
1961
BlueSpruce Investments
Illinois
– -$319M -7,087,633 Closed
3CP
1962
3G Capital Partners
New York
– -$184M -4,094,556 Closed
CSIA
1963
Charles Schwab Investment Advisory
California
– -$169M -3,752,637 Closed
Point72 Asset Management
1964
Point72 Asset Management
Connecticut
– -$78.5M -1,744,949 Closed
HCM
1965
Hitchwood Capital Management
New York
– -$60.7M -1,350,000 Closed
WP
1966
Woodline Partners
California
– -$53.3M -1,185,018 Closed
LWCA
1967
Locust Wood Capital Advisers
New York
– -$47.5M -1,056,980 Closed
ZIG
1968
Zurich Insurance Group
Switzerland
– -$46M -1,023,510 Closed
AIMCA
1969
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$41.5M -923,900 Closed
CRCM
1970
Cat Rock Capital Management
Connecticut
– -$33.4M -742,361 Closed
SEIA
1971
Signature Estate & Investment Advisors
California
– -$27.2M -604,633 Closed
SGAM
1972
Smith Group Asset Management
Texas
– -$23M -512,082 Closed
MSE
1973
MUFG Securities EMEA
United Kingdom
– -$18.2M -404,438 Closed
CNAM
1974
Campbell Newman Asset Management
Wisconsin
– -$16.5M -366,473 Closed
NM
1975
NWI Management
New York
– -$14.2M -315,000 Closed