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Name Holding Trade Value Shares
Change 		Change in
Stake
GITFIT
1926
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$623K +$24.1K +400 +4%
AA
1927
Alta Advisers
United Kingdom
$623K – – –
MA
1928
MJP Associates
Connecticut
$623K -$46K -762 -7%
IA
1929
IFG Advisors
Missouri
$622K – – –
TFO
1930
Tarbox Family Office
California
$622K +$141K +2,337 +31%
LSA
1931
Lion Street Advisors
Texas
$621K +$96.8K +1,604 +17%
PMA
1932
Prudent Man Advisors
Illinois
$621K +$1.93K +32 +0.3%
VCM
1933
Vivaldi Capital Management
Illinois
$621K +$13.6K +226 +2%
CFA
1934
Compass Financial Advisors
Indiana
$620K -$14.2K -236 -2%
DFG
1935
Delta Financial Group
New Jersey
$620K +$583K +9,652 New
OCM
1936
Orser Capital Management
Texas
$618K – – –
CSI
1937
Cross Staff Investments
New York
$618K – – –
CWC
1938
Carolinas Wealth Consulting
North Carolina
$617K +$41.6K +689 +2%
FPWM
1939
FSB Premier Wealth Management
Iowa
$617K +$2.11K +35 +0.4%
CCB
1940
Cutter & Co Brokerage
Missouri
$617K +$15.1K +250 +3%
OAM
1941
Occidental Asset Management
California
$616K +$19.3K +320 +3%
WDC
1942
Woodward Diversified Capital
California
$614K -$51.2K -848 -8%
BWA
1943
Bordeaux Wealth Advisors
California
$614K -$40.2K -666 -6%
FIB
1944
First Interstate Bank
Montana
$613K +$37.2K +616 +7%
LFG
1945
Lazard Frères Gestion
France
$612K -$141K -2,343 -20%
RFA
1946
Register Financial Advisors
Georgia
$612K +$581K +9,618 New
JWM
1947
Jeppson Wealth Management
California
$611K – – –
DMKJ
1948
David M. Knott Jr
$611K – – –
ACA
1949
Affinity Capital Advisors
California
$609K +$302 +5 +0.1%
VCAM
1950
Van Cleef Asset Management
Ohio
$608K – – –
76 77
78
79 80