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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
776
EMC Capital Management
Texas
$685K – – –
AF
777
Arrow Financial
New York
$684K -$70.9K -392 -11%
BP
778
Ballentine Partners
Massachusetts
$681K +$213K +1,179 +63%
NPT
779
National Philanthropic Trust
Pennsylvania
$678K +$547K +3,028 New
KCP
780
Kera Capital Partners
California
$676K +$547K +3,023 New
SMH
781
Sanders Morris Harris
Texas
$671K -$633K -3,500 -54%
VHAM
782
Van Hulzen Asset Management
California
$671K -$271K -1,500 -33%
AAIM
783
American Assets Investment Management
California
$671K – – –
MYAM
784
Meiji Yasuda Asset Management
Japan
$669K -$609K -3,371 -53%
HI
785
Harbour Investments
Wisconsin
$664K -$172K -953 -24%
WA
786
Waddell & Associates
Tennessee
$659K +$532K +2,944 New
SAG
787
SageView Advisory Group
California
$653K -$60K -332 -10%
V
788
ViaWealth
Kansas
$652K +$24.4K +135 +5%
PAM
789
Peak Asset Management
Colorado
$649K -$104K -575 -17%
BHPW
790
Beverly Hills Private Wealth
California
$643K +$62.9K +348 +14%
MHIC
791
Marble Harbor Investment Counsel
Massachusetts
$641K -$72.3K -400 -12%
VT
792
Vise Technologies
New York
$639K +$516K +2,854 New
FDP
793
Financiere des Professionnels
Quebec, Canada
$638K +$515K +2,849 New
MOS
794
MGO One Seven
Ohio
$626K +$65.4K +362 +15%
MIA
795
MMBG Investment Advisors
Florida
$623K – – –
GKWIM
796
Gerber Kawasaki Wealth & Investment Management
California
$621K +$1.63K +9 +0.3%
MYIA
797
Mount Yale Investment Advisors
Colorado
$619K +$500K +2,765 New
NRG
798
Nemes Rush Group
Michigan
$616K -$56.2K -311 -10%
B
799
Bailard
California
$614K -$1.63K -9 -0.3%
PPW
800
Parcion Private Wealth
Washington
$610K +$34.5K +191 +8%
30 31
32
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