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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2101
Summit Trail Advisors
New York
$298K -$487K -8,584 -62%
HS
2102
HighVista Strategies
Massachusetts
$298K -$153K -2,700 -34%
OWP
2103
Obermeyer Wealth Partners
Colorado
$298K – – –
SFG
2104
Sather Financial Group
Texas
$297K +$300K +5,288 New
BCM
2105
BlueCrest Capital Management
Jersey
$296K -$12.9M -227,071 -98%
TA
2106
TMD & Associates
Arizona
$296K -$3.12K -55 -1%
TFA
2107
Transamerica Financial Advisors
Florida
$296K +$236K +4,153 +379%
JFA
2108
JNBA Financial Advisors
Minnesota
$294K -$1.23M -21,663 -81%
PL
2109
Parthenon LLC
Kentucky
$293K – – –
CA
2110
Corrado Advisors
New Jersey
$292K +$294K +5,186 New
MPW
2111
MA Private Wealth
California
$292K +$294K +5,188 New
HIS
2112
Harvest Investment Services
Illinois
$292K +$311K +5,488 New
ANTB
2113
AMG National Trust Bank
Colorado
$291K +$11.6K +205 +4%
VAG
2114
VisionPoint Advisory Group
Texas
$291K +$293K +5,169 New
LA
2115
Lau Associates
Delaware
$291K +$294K +5,173 New
PGA
2116
Portland Global Advisors
Maine
$290K +$24.1K +424 +9%
AWCI
2117
Alpine Woods Capital Investors
New York
$287K -$85.1K -1,500 -23%
SCM
2118
Silvant Capital Management
Georgia
$287K – – –
KA
2119
Klingman & Associates
New York
$287K +$20.8K +366 +8%
AEPG
2120
American Economic Planning Group
New Jersey
$286K +$22K +387 +8%
SW
2121
SlateStone Wealth
Florida
$286K +$289K +5,093 New
SAM
2122
Shikiar Asset Management
New York
$285K – – –
SHGA
2123
Sand Hill Global Advisors
California
$285K +$22.7K +400 +9%
BIA
2124
BHK Investment Advisors
Alabama
$282K +$2.44K +43 +0.9%
BFWA
2125
Benchmark Financial Wealth Advisors
Florida
$282K +$285K +5,020 New
83 84
85
86 87