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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
Atria Investments
North Carolina
$11.4M +$1.56M +55,132 +16%
PWM
902
Patriot Wealth Management
Texas
$11.4M -$11.3K -400 -0.1%
MHIC
903
Marble Harbor Investment Counsel
Massachusetts
$11.4M -$89.3K -3,148 -0.8%
TA
904
Tiedemann Advisors
New York
$11.4M +$6.74M +237,844 +154%
SIG
905
Stanford Investment Group
California
$11.4M +$2.29M +80,704 +26%
BIM
906
Bridgecreek Investment Management
Oklahoma
$11.3M +$138K +4,880 +1%
PFPT
907
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M -$2.15K -76 -0%
JIC
908
Joel Isaacson & Co
New York
$11.3M -$167K -5,880 -1%
DSI
909
Daiwa SB Investments
Japan
$11.3M +$79.4K +2,800 +0.7%
GIM
910
Grassi Investment Management
California
$11.2M +$579K +20,436 +6%
AF
911
Arrow Financial
New York
$11.2M -$161K -5,672 -1%
DAM
912
Doheny Asset Management
California
$11.2M +$110K +3,868 +1%
LCM
913
Lionstone Capital Management
New York
$11.2M – – –
TWA
914
TCI Wealth Advisors
Arizona
$11.2M +$69K +2,432 +0.6%
NSIM
915
North Star Investment Management
Illinois
$11.1M +$4.69M +165,360 +76%
SSA
916
South Street Advisors
New York
$11.1M -$1.46M -51,480 -12%
JA
917
JLB & Associates
Michigan
$11.1M +$57.2K +2,016 +0.5%
PPCM
918
Pillar Pacific Capital Management
California
$11M +$176K +6,212 +2%
PWAP
919
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$11M -$283K -9,984 -3%
GC
920
Gratus Capital
Georgia
$11M +$60.7K +2,140 +0.6%
BFC
921
Blue Fin Capital
Rhode Island
$11M +$507K +17,880 +5%
AP
922
Archon Partners
New Jersey
$10.9M – – –
CW
923
Cobiz Wealth
Colorado
$10.9M -$226K -7,980 -2%
PA
924
Parallel Advisors
California
$10.9M +$10.7M +375,944 New
FC
925
Forte Capital
New York
$10.9M +$330K +11,624 +3%
35 36
37
38 39