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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
476
American Assets Investment Management
California
$338K – – –
IA
477
IFP Advisors
Florida
$335K +$53.2K +164 +11%
CCIA
478
Campbell & Co Investment Adviser
Maryland
$333K +$314K +968 New
SAM
479
Security Asset Management
New York
$331K – – –
SS
480
Simplicity Solutions
Minnesota
$327K -$521K -1,607 -63%
PPWM
481
Paragon Private Wealth Management
Kentucky
$325K – – –
VC
482
Veery Capital
Delaware
$323K – – –
HI
483
Horizon Investments
North Carolina
$323K +$48K +148 +19%
XT
484
XTX Topco
Cayman Islands
$323K +$305K +939 New
PCMC
485
Private Capital Management (Colorado)
Colorado
$323K +$305K +940 New
FMAEN1
486
Fund Management at Engine No 1
California
$317K +$299K +921 New
RG
487
Renaissance Group
Kentucky
$315K – – –
WWP
488
WR Wealth Planners
Missouri
$313K +$295K +909 New
CCA
489
Cobblestone Capital Advisors
New York
$306K – – –
PFA
490
Pathway Financial Advisors
Vermont
$305K – – –
AWS
491
Atria Wealth Solutions
New York
$304K +$286K +883 New
LSA
492
Lion Street Advisors
Texas
$302K – – –
SIM
493
Sentry Investment Management
Wisconsin
$301K -$45.1K -139 -14%
BAMF
494
BI Asset Management Fondsmaeglerselskab
Denmark
$297K -$245K -754 -47%
ATC
495
Argent Trust Co
Tennessee
$296K -$59.7K -184 -18%
FB
496
Fulton Bank
Pennsylvania
$286K -$30.8K -95 -10%
TWI
497
Thomas White International
Illinois
$284K – – –
AAP
498
Arax Advisory Partners
Colorado
$284K +$40.2K +124 +18%
TPCW
499
TD Private Client Wealth
New York
$281K +$38.9K +120 +17%
CA
500
Clearstead Advisors
Ohio
$281K +$11K +34 +4%
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