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NOV
NOV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
551
Freedom Investment Management
Connecticut
$604K +$42.2K +778 +7%
WT
552
Whittier Trust
California
$598K +$107K +1,971 +20%
LWM
553
LBA Wealth Management
Florida
$588K +$138K +2,550 +28%
FFA
554
First Foundation Advisors
California
$570K +$20.1K +370 +3%
WA
555
WFG Advisors
Texas
$564K +$300K +5,540 +96%
AL
556
AJO LP
Pennsylvania
$561K -$4.64M -85,610 -88%
BF
557
BOK Financial
Oklahoma
$561K +$174K +3,211 +40%
CNFG
558
Creegan & Nassoura Financial Group
New Hampshire
$560K -$27.1K -500 -4%
NCMW
559
Northern Capital Management (Wisconsin)
Wisconsin
$552K -$279K -5,140 -32%
TCOTO
560
Trust Company of the Ozarks
Missouri
$549K -$38K -700 -6%
BAS
561
Brown Advisory Securities
Maryland
$548K -$76.5K -1,411 -11%
PGIM
562
Pacific Global Investment Management
California
$545K -$2.12M -39,138 -78%
OMCS
563
Old Mutual Customised Solutions
South Africa
$545K +$179K +3,300 +43%
CHJWM
564
Carlton Hofferkamp & Jenks Wealth Management
Texas
$543K +$161K +2,972 +38%
CIM
565
CIM Investment Management
Pennsylvania
$530K – – –
CSIC
566
Clifford Swan Investment Counsel
California
$527K +$10.9K +201 +2%
ECM
567
Everence Capital Management
Indiana
$518K – – –
SCP
568
Sandhill Capital Partners
New York
$516K +$217K +4,000 +63%
VAM
569
Visium Asset Management
New York
$515K -$144K -2,660 -21%
PWLP
570
Prio Wealth Limited Partnership
Massachusetts
$514K -$117K -2,150 -17%
BC
571
Bartlett & Co
Ohio
$512K – – –
JFA
572
JNBA Financial Advisors
Minnesota
$511K -$193K -3,560 -26%
SGAM
573
Steinberg Global Asset Management
Florida
$502K +$15.1K +278 +3%
OL
574
Orbitronix LP
California
$500K +$542K +10,000 New
SIG
575
Schooner Investment Group
Pennsylvania
$499K -$542K -10,000 -50%
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