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SBA Communications
SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Security Asset Management
New York
$270K – – –
SI
502
Stephens Inc
Arkansas
$264K -$6.4K -23 -2%
SICM
503
Sustainable Insight Capital Management
New York
$264K -$186K -670 -42%
QCG
504
Quadrant Capital Group
Ohio
$261K -$5.01K -18 -2%
PPWM
505
Paragon Private Wealth Management
Kentucky
$255K -$4.73K -17 -2%
FB
506
Fulton Bank
Pennsylvania
$255K -$7.79K -28 -3%
OPS
507
Orion Portfolio Solutions
Nebraska
$253K -$27K -97 -10%
VCM
508
Virtue Capital Management
Tennessee
$252K +$250K +899 New
NIM
509
NXG Investment Management
Texas
$251K – – –
CCA
510
Cobblestone Capital Advisors
New York
$249K – – –
BL
511
Balentine LLC
Georgia
$249K -$24.5K -88 -9%
VC
512
Veery Capital
Delaware
$248K -$14.5K -52 -6%
PFA
513
Pathway Financial Advisors
Vermont
$248K – – –
HIA
514
Harbor Investment Advisory
Maryland
$237K +$111K +400 +90%
CA
515
Cetera Advisors
Colorado
$235K +$234K +839 New
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$234K -$64.6K -232 -22%
CCM
517
Coldstream Capital Management
Washington
$234K +$232K +833 New
RWM
518
Ritholtz Wealth Management
New York
$233K +$232K +832 New
CS
519
Comerica Securities
Michigan
$227K -$8.35K -30 -4%
PTCG
520
Pring Turner Capital Group
California
$224K -$55.7K -200 -20%
HVP
521
Hudson Value Partners
Florida
$223K – – –
AWM
522
Angeles Wealth Management
California
$221K -$218K -782 -50%
NW
523
NewEdge Wealth
Pennsylvania
$221K -$11.7K -42 -5%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$221K -$11.7K -42 -5%
NSAM
525
North Star Asset Management
Wisconsin
$219K – – –
19 20
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