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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
901
Greenleaf Trust
Michigan
$796K -$91.5K -620 -10%
EHC
902
Everett Harris & Co
California
$794K -$123K -836 -13%
AIS
903
AM Investment Strategies
Tennessee
$794K +$201K +1,365 +31%
PTC
904
Private Trust Company
Ohio
$791K -$414K -2,805 -33%
SCM
905
Stonebridge Capital Management
California
$791K – – –
JHCP
906
Jackson Hole Capital Partners
Oklahoma
$791K +$163K +1,107 +24%
NGA
907
Naples Global Advisors
Florida
$789K -$289K -1,959 -25%
BHBT
908
Burke & Herbert Bank & Trust
Virginia
$787K -$64.5K -437 -7%
EAM
909
Evanson Asset Management
California
$785K -$295 -2 -0%
SC
910
Stephens Consulting
Michigan
$783K – – –
PWMG
911
Pinnacle Wealth Management Group
Michigan
$782K – – –
IF
912
Intrua Financial
Texas
$777K -$104K -707 -11%
EB
913
Eastern Bank
Massachusetts
$777K -$80K -542 -9%
SWM
914
Sculati Wealth Management
Michigan
$774K – – –
SWIM
915
Smallwood Wealth Investment Management
New Jersey
$774K +$649K +4,400 +349%
CCFM
916
Clear Creek Financial Management
Washington
$773K +$41.5K +281 +5%
AIM
917
Anchor Investment Management
South Carolina
$771K – – –
BCI
918
Brinker Capital Investments
Pennsylvania
$771K -$48.7K -330 -6%
FMAEN1
919
Fund Management at Engine No 1
California
$768K +$144K +977 +21%
CIA
920
Choate Investment Advisors
Massachusetts
$760K +$52.2K +354 +7%
CIM
921
CIM Investment Management
Pennsylvania
$759K -$4.57K -31 -0.6%
CI
922
Conning Inc
Connecticut
$758K -$3.1K -21 -0.4%
JF
923
Jump Financial
Illinois
$756K +$541K +3,668 +197%
SIG
924
Sky Investment Group
Connecticut
$755K -$4.42K -30 -0.5%
WFS
925
Widmann Financial Services
Maryland
$750K +$7.67K +52 +1%
35 36
37
38 39