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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
451
Marks Group Wealth Management
Minnesota
$404K -$55.7K -161 -12%
SSCA
452
South Shore Capital Advisors
Massachusetts
$400K -$2.77K -8 -0.7%
GT
453
Greenleaf Trust
Michigan
$397K +$40.8K +118 +11%
LAIC
454
Lederer & Associates Investment Counsel
California
$389K +$32.2K +93 +9%
SFI
455
Siemens Fonds Invest
Germany
$388K +$406K +1,175 New
PCP
456
Proficio Capital Partners
Massachusetts
$386K -$38.1K -110 -9%
DT
457
Diversified Trust
Tennessee
$384K -$275K -795 -41%
GCP
458
GSA Capital Partners
United Kingdom
$383K +$401K +1,160 New
PWPS
459
Pinnacle Wealth Planning Services
Ohio
$382K +$20.1K +58 +5%
AWM
460
AE Wealth Management
Kansas
$379K +$92.7K +268 +30%
SCA
461
Snowden Capital Advisors
New York
$368K -$23.2K -67 -6%
WB
462
WesBanco Bank
West Virginia
$362K – – –
ATC
463
Argent Trust Co
Tennessee
$359K – – –
GPA
464
Garrison Point Advisors
California
$357K -$8.65K -25 -2%
MME
465
Meag Munich Ergo
Germany
$352K – – –
CI
466
Conning Inc
Connecticut
$350K -$84.8K -245 -19%
PIA
467
Perennial Investment Advisors
California
$348K – – –
SS
468
Simplicity Solutions
Minnesota
$347K +$64.3K +186 +22%
DS
469
DRW Securities
Illinois
$343K +$359K +1,038 New
FGAM
470
Financial Gravity Asset Management
Texas
$331K – – –
GIA
471
Guyasuta Investment Advisors
Pennsylvania
$331K – – –
II
472
Inspire Investing
Idaho
$329K -$2.26M -6,538 -87%
QCG
473
Quadrant Capital Group
Ohio
$326K -$5.54K -16 -2%
SIM
474
Sentry Investment Management
Wisconsin
$323K -$49.5K -143 -13%
SAM
475
Security Asset Management
New York
$318K -$34.6K -100 -9%
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19
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