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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1151
Portland Global Advisors
Maine
$678K – – –
FHC
1152
First Heartland Consultants
Missouri
$673K +$78.1K +1,002 +15%
SAM
1153
Sawgrass Asset Management
Florida
$667K -$13.6K -175 -2%
AIM
1154
Acuity Investment Management
Ontario, Canada
$660K -$880K -11,300 -59%
FIG
1155
Fusion Investment Group
Pennsylvania
$658K +$5.14K +66 +0.9%
NSAM
1156
North Star Asset Management
Wisconsin
$657K +$62.7K +805 +12%
BFM
1157
Boston Financial Management
Massachusetts
$657K +$111K +1,428 +23%
BAS
1158
Brown Advisory Securities
Maryland
$655K +$56.9K +730 +11%
RMSCM
1159
R.M. Sincerbeaux Capital Management
New York
$652K – – –
CWM
1160
Confluence Wealth Management
Oregon
$652K +$592K +7,602 New
EWM
1161
Edge Wealth Management
New York
$650K -$9.27K -119 -2%
EGA
1162
Eagle Global Advisors
Texas
$648K +$9.74K +125 +2%
SWM
1163
Segment Wealth Management
Texas
$645K +$26K +334 +5%
CCC
1164
Chelsea Counsel Company
California
$643K – – –
LCP
1165
LGT Capital Partners
Switzerland
$640K +$582K +7,470 New
BHBT
1166
Burke & Herbert Bank & Trust
Virginia
$636K – – –
PFA
1167
Pure Financial Advisors
California
$636K +$9.35K +120 +2%
CBU
1168
CIBC Bank USA
Illinois
$630K -$137K -1,757 -19%
ITIM
1169
Indiana Trust & Investment Management
Indiana
$629K -$13.6K -175 -2%
KIA
1170
King Investment Advisors
Texas
$627K – – –
CPO
1171
Cerity Partners OCIO
New York
$627K +$25.5K +327 +5%
BCM
1172
Birmingham Capital Management
Alabama
$624K – – –
BCM
1173
BTR Capital Management
California
$623K -$12.9K -166 -2%
CFSG
1174
Community Financial Services Group
Vermont
$620K -$13.2K -170 -2%
HPBT
1175
High Point Bank & Trust
North Carolina
$617K – – –
45 46
47
48 49