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BFS

Saul Centers

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$15K
BWA
102
BDO Wealth Advisors
Florida
$13K +$13.3K +250 New
SPIA
103
Steward Partners Investment Advisory
New York
$10K +$10.6K +200 New
SBL
104
Sargent Bickham Lagudis
Colorado
$9K
SEI Investments
105
SEI Investments
Pennsylvania
$8K +$3.93K +74 +93%
TL
106
TrueWealth LLC
Georgia
$5K
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$3K -$584 -11 -17%
GAM
108
Gemmer Asset Management
California
$3K
JA
109
JOYN Advisors
Georgia
$2K +$2.07K +39 New
QCG
110
Quadrant Capital Group
Ohio
$2K +$2.18K +41 New
S
111
SignatureFD
Georgia
$2K +$2.44K +46 New
VCM
112
Versant Capital Management
Arizona
$1K
IFAM
113
Institutional & Family Asset Management
Colorado
$1K +$849 +16 New
CAW
114
Cornerstone Advisors (Washington)
Washington
$1K +$1.17K +22 New
RWM
115
Raffa Wealth Management
District of Columbia
$765 +$796 +15 New
BPM
116
Bowling Portfolio Management
Ohio
-$981K -15,888 Closed
MC
117
Menta Capital
California
-$360K -5,823 Closed
CI
118
Cigna Investments
Connecticut
-$284K -4,612 Closed
JG
119
Jefferies Group
New York
-$284K -4,600 Closed
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
-$277K -4,490 Closed
Russell Investments Group
121
Russell Investments Group
United Kingdom
-$272K -4,390 Closed
FQ
122
First Quadrant
California
-$253K -4,104 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
-$106K -1,722 Closed
PAM
124
Panagora Asset Management
Massachusetts
-$15K -251 Closed
MAM
125
Meeder Asset Management
Ohio
-$7K -111 Closed