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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
476
Horizon Investments
North Carolina
$289K -$12.5K -37 -4%
CCA
477
Cobblestone Capital Advisors
New York
$285K – – –
PI
478
PineBridge Investments
New York
$283K -$6.52M -19,345 -96%
PFA
479
Pathway Financial Advisors
Vermont
$283K – – –
RG
480
Renaissance Group
Kentucky
$282K -$12.1K -36 -4%
OPS
481
Orion Portfolio Solutions
Nebraska
$280K +$22.9K +68 +8%
BTI
482
Blue Trust Inc
Georgia
$278K +$273K +810 New
BFM
483
Boothbay Fund Management
New York
$275K +$290K +860 New
CA
484
Clearstead Advisors
Ohio
$273K +$11.5K +34 +4%
OTL
485
Oak Thistle LLC
New York
$269K +$283K +840 New
FB
486
Fulton Bank
Pennsylvania
$266K – – –
TWI
487
Thomas White International
Illinois
$264K – – –
CCM
488
Coldstream Capital Management
Washington
$264K +$40.4K +120 +17%
AAIM
489
American Assets Investment Management
California
$260K -$57.3K -170 -17%
IAN
490
Integrated Advisors Network
Texas
$260K +$274K +813 New
BAAM
491
Baker Avenue Asset Management
California
$259K +$1.69K +5 +0.6%
PA
492
Pinnacle Associates
New York
$259K +$16.2K +48 +6%
TPCW
493
TD Private Client Wealth
New York
$257K -$4.72K -14 -2%
HVP
494
Hudson Value Partners
Florida
$255K -$337 -1 -0.1%
CI
495
Conning Inc
Connecticut
$253K -$1.69K -5 -0.6%
NSAM
496
North Star Asset Management
Wisconsin
$250K – – –
SFA
497
Sequoia Financial Advisors
Ohio
$249K +$33.7K +100 +15%
CG
498
Caprock Group
Idaho
$243K +$28.6K +85 +13%
ET
499
Equitable Trust
Tennessee
$242K -$620K -1,840 -71%
AWM
500
AE Wealth Management
Kansas
$240K +$20.2K +60 +9%
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