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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
526
Integrated Wealth Management (Palm Desert)
California
$374K +$10.5K +357 +3%
JPTCCM
527
J.P. Turner & Co Capital Management
Georgia
$371K -$95K -3,242 -18%
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K – – –
BTNA
529
Bremer Trust National Association
Minnesota
$370K -$38.1K -1,301 -8%
OC
530
Oarsman Capital
Wisconsin
$370K +$13K +445 +3%
NCM
531
Northside Capital Management
Oregon
$367K – – –
GJIC
532
Gamble Jones Investment Counsel
California
$367K +$1.73K +59 +0.4%
BHBT
533
Burke & Herbert Bank & Trust
Virginia
$367K +$11.7K +399 +3%
KAM
534
Kazazian Asset Management
Florida
$367K +$392K +13,361 +1,483%
SCM
535
Sterling Capital Management
North Carolina
$366K -$22.5K -768 -5%
HCM
536
Harvest Capital Management
New Hampshire
$365K – – –
JG
537
Jefferies Group
New York
$364K +$415K +14,143 New
BAC
538
Boys Arnold & Co
North Carolina
$363K -$6.36K -217 -2%
CCMG
539
Clark Capital Management Group
Pennsylvania
$361K -$3.51M -119,771 -90%
WJA
540
Williams Jones & Associates
New York
$361K -$69.7K -2,377 -14%
WI
541
Wedgewood Investors
Pennsylvania
$360K -$6.97K -238 -2%
BAS
542
Brown Advisory Securities
Maryland
$360K – – –
TDC
543
Thompson Davis & Co
Virginia
$360K +$336K +11,463 +449%
RWA
544
Ropes Wealth Advisors
Massachusetts
$358K -$24.4K -833 -6%
LA
545
Lynch & Associates
Indiana
$356K +$22.7K +776 +6%
ST
546
Smithfield Trust
Pennsylvania
$354K +$2.26K +77 +0.6%
BFIM
547
Beese Fulmer Investment Management
Ohio
$354K +$6.97K +238 +2%
SFA
548
Sequoia Financial Advisors
Ohio
$353K +$38.2K +1,303 +10%
CS
549
Comerica Securities
Michigan
$352K -$61.9K -2,112 -13%
S
550
SignatureFD
Georgia
$350K -$4.81K -164 -1%
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22
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