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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
776
Corient Capital Partners
California
$1.22M +$3.5K +24 +0.3%
CWM
777
Connecticut Wealth Management
Connecticut
$1.21M -$438 -3 -0%
ECM
778
ETrade Capital Management
Virginia
$1.21M +$17.5K +120 +2%
II
779
IFM Investors
Australia
$1.21M +$1.13M +7,746 New
SSB
780
Sandy Spring Bank
Maryland
$1.2M +$6.72K +46 +0.6%
PAI
781
Pittenger & Anderson Inc
Nebraska
$1.2M +$5.84K +40 +0.5%
GT
782
Glenview Trust
Kentucky
$1.2M +$1.13M +7,724 New
HFM
783
Hartford Financial Management
Connecticut
$1.2M -$87.5K -599 -7%
UBG
784
United Bank (Georgia)
Georgia
$1.2M +$1.13M +7,714 New
HPC
785
HM Payson & Co
Maine
$1.2M – – –
AFS
786
Access Financial Services
Minnesota
$1.2M +$1.12M +7,680 New
NSIM
787
North Star Investment Management
Illinois
$1.19M +$448K +3,071 +66%
SIC
788
Shoker Investment Counsel
Ohio
$1.18M +$14.5K +99 +1%
NSAM
789
North Star Asset Management
Wisconsin
$1.17M – – –
SWM
790
Segment Wealth Management
Texas
$1.16M +$9.64K +66 +0.9%
FIM
791
Freedom Investment Management
Connecticut
$1.16M +$411K +2,811 +61%
AHC
792
Adell Harriman & Carpenter
Texas
$1.16M +$219K +1,500 +25%
DIA
793
Dean Investment Associates
Ohio
$1.15M +$97K +664 +10%
BHBT
794
Burke & Herbert Bank & Trust
Virginia
$1.15M – – –
PWSG
795
Pacific Wealth Strategies Group
California
$1.15M +$1.08M +7,404 New
CBA
796
Coastal Bridge Advisors
Connecticut
$1.15M +$21.2K +145 +2%
GCMG
797
Gyroscope Capital Management Group
Florida
$1.14M +$1.07M +7,318 New
BPM
798
Bowling Portfolio Management
Ohio
$1.13M -$44.5K -305 -4%
NIMI
799
Natixis Investment Managers International
France
$1.13M +$732K +5,012 +221%
DCM
800
Dynamic Capital Management
Jersey
$1.13M +$1.06M +7,249 New
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