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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
526
IEQ Capital
California
$553K +$182K +579 +45%
SFS
527
Strategic Financial Services
New York
$548K – – –
TMAM
528
Tokio Marine Asset Management
Japan
$548K +$30.4K +97 +6%
AIS
529
American Investment Services
Massachusetts
$538K – – –
CCA
530
Checchi Capital Advisers
California
$534K +$18.5K +59 +3%
JFGLC
531
Johnson Financial Group LLC (Colorado)
Colorado
$531K -$45.5K -145 -7%
EWM
532
Empirical Wealth Management
Washington
$528K -$117K -374 -17%
DC
533
Davenport & Co
Virginia
$528K -$18.8K -60 -3%
AF
534
Arrow Financial
New York
$520K -$329K -1,050 -38%
BC
535
Bartlett & Co
Ohio
$517K – – –
BCWM
536
Bartlett & Co Wealth Management
Ohio
$517K – – –
PFO
537
Pathstone Family Office
New Jersey
$516K +$258K +821 +90%
SBF
538
Sara-Bay Financial
Florida
$512K – – –
LS
539
Livforsakringsbolaget Skandia
Sweden
$511K -$251K -800 -32%
SAM
540
Summit Asset Management
Tennessee
$511K – – –
LAI
541
Legal Advantage Investments
California
$510K – – –
WC
542
Winmill & Co
New Hampshire
$505K – – –
PIM
543
Perpetual Investment Management
Australia
$504K – – –
LAIC
544
Lederer & Associates Investment Counsel
California
$503K +$43.6K +139 +9%
SI
545
Stephens Inc
Arkansas
$502K -$115K -365 -18%
CAM
546
Cresset Asset Management
Illinois
$499K +$89.7K +286 +21%
AG
547
AIA Group
Hong Kong
$497K -$1.94M -6,176 -79%
DCM
548
Donaldson Capital Management
Indiana
$497K -$35.1K -112 -6%
GT
549
Greenleaf Trust
Michigan
$496K +$38K +121 +8%
ST
550
Spinnaker Trust
Maine
$492K – – –
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