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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
776
Arrow Financial
New York
$684K -$70.9K -392 -11%
BP
777
Ballentine Partners
Massachusetts
$681K +$213K +1,179 +63%
NPT
778
National Philanthropic Trust
Pennsylvania
$678K +$547K +3,028 New
KCP
779
Kera Capital Partners
California
$676K +$547K +3,023 New
SMH
780
Sanders Morris Harris
Texas
$671K -$633K -3,500 -54%
VHAM
781
Van Hulzen Asset Management
California
$671K -$271K -1,500 -33%
AAIM
782
American Assets Investment Management
California
$671K – – –
MYAM
783
Meiji Yasuda Asset Management
Japan
$669K -$609K -3,371 -53%
HI
784
Harbour Investments
Wisconsin
$664K -$172K -953 -24%
WA
785
Waddell & Associates
Tennessee
$659K +$532K +2,944 New
SAG
786
SageView Advisory Group
California
$653K -$60K -332 -10%
V
787
ViaWealth
Kansas
$652K +$24.4K +135 +5%
PAM
788
Peak Asset Management
Colorado
$649K -$104K -575 -17%
BHPW
789
Beverly Hills Private Wealth
California
$643K +$62.9K +348 +14%
MHIC
790
Marble Harbor Investment Counsel
Massachusetts
$641K -$72.3K -400 -12%
VT
791
Vise Technologies
New York
$639K +$516K +2,854 New
FDP
792
Financiere des Professionnels
Quebec, Canada
$638K +$515K +2,849 New
MOS
793
MGO One Seven
Ohio
$626K +$65.4K +362 +15%
MIA
794
MMBG Investment Advisors
Florida
$623K – – –
GKWIM
795
Gerber Kawasaki Wealth & Investment Management
California
$621K +$1.63K +9 +0.3%
MYIA
796
Mount Yale Investment Advisors
Colorado
$619K +$500K +2,765 New
NRG
797
Nemes Rush Group
Michigan
$616K -$56.2K -311 -10%
B
798
Bailard
California
$614K -$1.63K -9 -0.3%
PPW
799
Parcion Private Wealth
Washington
$610K +$34.5K +191 +8%
BEI
800
Benjamin Edwards Inc
Missouri
$609K +$105K +579 +27%
30 31
32
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