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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
476
CSat Investment Advisory
Michigan
$12K +$488 +3 +4%
MA
477
MUFG Americas
New York
$12K +$12.2K +75 New
WAM
478
Watermark Asset Management
California
$11K +$10.6K +65 New
BCA
479
Berman Capital Advisors
Georgia
$10K +$11.4K +70 New
PFBT
480
Parkside Financial Bank & Trust
Missouri
$9K -$4.56K -28 -33%
AIA
481
Alera Investment Advisors
Illinois
$9K +$8.95K +55 New
CJA
482
C-J Advisory
California
$8K -$15.1K -93 -65%
CHP
483
Cable Hill Partners
Oregon
$8K -$6.84K -42 -46%
RCG
484
Ruggie Capital Group
Florida
$8K +$7.81K +48 New
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8.46K +52 New
PAMU
486
Pictet Asset Management (UK)
United Kingdom
$7.46K -$2.48M -15,226 -25%
GWS
487
Glassman Wealth Services
Virginia
$7K -$3.74K -23 -35%
PWMG
488
Prestige Wealth Management Group
New Jersey
$7K +$6.84K +42 New
GI
489
Gradient Investments
Minnesota
$7K +$7.33K +45 New
HNB
490
Huntington National Bank
Ohio
$6K -$57.8K -355 -91%
SWM
491
SeaCrest Wealth Management
New York
$6K -$163 -1 -3%
PFSC
492
Peoples Financial Services Corp
Pennsylvania
$6K – – –
BL
493
Balentine LLC
Georgia
$6K +$5.53K +34 New
FHA
494
First Horizon Advisors
Tennessee
$6K +$5.53K +34 New
FC
495
Ferris Capital
Massachusetts
$5K -$8.79K -54 -66%
TFO
496
Tarbox Family Office
California
$5K +$1.95K +12 +63%
CWA
497
Clarus Wealth Advisors
Arizona
$4K – – –
PMFA
498
Plante Moran Financial Advisors
Michigan
$4K +$3.58K +22 New
ESB
499
Essex Savings Bank
Connecticut
$4K +$3.74K +23 New
MSA
500
Marino Stram & Associates
Massachusetts
$4K +$4.39K +27 New
18 19
20
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