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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
EP Wealth Advisors
California
$521K -$8.78K -25 -2%
CAM
452
Cresset Asset Management
Illinois
$511K -$139K -397 -23%
GDP
453
Great Diamond Partners
Maine
$508K +$9.13K +26 +2%
SSCA
454
South Shore Capital Advisors
Massachusetts
$508K +$33.7K +96 +8%
HCA
455
Hyperion Capital Advisors
New York
$507K – – –
AIS
456
American Investment Services
Massachusetts
$502K – – –
FF
457
FourThought Financial
Florida
$501K -$62.9K -179 -12%
ABC
458
Associated Banc-Corp
Wisconsin
$501K – – –
SO
459
STRS Ohio
Ohio
$501K – – –
CS
460
Comerica Securities
Michigan
$498K +$6.32K +18 +1%
NA
461
NewEdge Advisors
Louisiana
$479K +$432K +1,231 New
GT
462
Greenleaf Trust
Michigan
$478K +$9.83K +28 +2%
BIP
463
Blueprint Investment Partners
North Carolina
$464K +$130K +370 +45%
SFI
464
Siemens Fonds Invest
Germany
$455K -$1.41K -4 -0.3%
PWPS
465
Pinnacle Wealth Planning Services
Ohio
$455K +$4.57K +13 +1%
SI
466
Stephens Inc
Arkansas
$454K +$163K +464 +66%
MGWM
467
Marks Group Wealth Management
Minnesota
$445K -$27.4K -78 -6%
TC
468
TownSquare Capital
Utah
$442K +$399K +1,136 New
PCP
469
Proficio Capital Partners
Massachusetts
$437K -$15.8K -45 -4%
FAM
470
Fulcrum Asset Management
United Kingdom
$423K – – –
SC
471
Sepio Capital
Utah
$422K +$45.3K +129 +14%
GPA
472
Garrison Point Advisors
California
$420K – – –
MME
473
Meag Munich Ergo
Germany
$416K – – –
LCM
474
LRT Capital Management
Texas
$414K +$374K +1,064 New
TMAM
475
Tokio Marine Asset Management
Japan
$411K +$40K +114 +12%
17 18
19
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