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Bloomin' Brands
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
201
Banque Cantonale Vaudoise
Switzerland
$145K -$196K -6,936 -56%
SPIA
202
Steward Partners Investment Advisory
New York
$138K – – –
Bank Julius Baer & Co
203
Bank Julius Baer & Co
Switzerland
$136K +$10.6K +376 +8%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$121K – – –
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$105K +$110K +3,882 New
PCG
206
Private Capital Group
Connecticut
$79K +$1.73K +61 +2%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$72K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$68K -$7.33K -259 -9%
Lazard Asset Management
209
Lazard Asset Management
New York
$60K -$3.16M -111,583 -98%
SWA
210
Sutton Wealth Advisors
Florida
$59K – – –
TSW
211
Thompson Siegel & Walmsley
Virginia
$56K – – –
GRP
212
Global Retirement Partners
California
$52K -$792 -28 -1%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$54.5K +1,925 New
SO
214
STRS Ohio
Ohio
$48K +$50.9K +1,800 New
CMBA
215
C.M. Bidwell & Associates
Hawaii
$42K -$179K -6,315 -80%
KFI
216
Key Financial Inc
Pennsylvania
$39K +$43.9K +1,552 New
US Bancorp
217
US Bancorp
Minnesota
$38K – – –
ASN
218
Advisory Services Network
Georgia
$35K +$36.3K +1,282 New
VCM
219
Versant Capital Management
Arizona
$33K +$368 +13 +1%
AP
220
Arlington Partners
Alabama
$29K -$40.6K -1,435 -57%
HNB
221
Huntington National Bank
Ohio
$26K -$5.41K -191 -16%
HCP
222
Hexagon Capital Partners
Arkansas
$22K +$2.58K +91 +13%
AWM
223
Accel Wealth Management
Iowa
$22K +$11.3K +400 +100%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
ST
225
Sageworth Trust
Pennsylvania
$13K +$13.6K +480 New
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9
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