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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$9.98K -$4.53K -25 -33%
HGWM
502
Harvest Group Wealth Management
Massachusetts
$9K +$8.34K +46 New
PFO
503
Pathstone Family Office
New Jersey
$9K +$8.52K +47 New
PFSC
504
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FC
505
Ferris Capital
Massachusetts
$7K +$906 +5 +18%
AIC
506
Ameritas Investment Company
Nebraska
$6K -$18.7K -103 -78%
SWM
507
SeaCrest Wealth Management
New York
$6K -$363 -2 -6%
TFO
508
Tarbox Family Office
California
$6K – – –
MSA
509
Marino Stram & Associates
Massachusetts
$6K +$181 +1 +4%
RIA
510
Realta Investment Advisors
Delaware
$6K +$5.8K +32 New
CWA
511
Clarus Wealth Advisors
Arizona
$5K – – –
ESB
512
Essex Savings Bank
Connecticut
$5K – – –
CI
513
CX Institutional
Indiana
$5K +$4.17K +23 New
SWA
514
Sutton Wealth Advisors
Florida
$4.79K +$544 +3 +14%
CFG
515
Citizens Financial Group
Rhode Island
$4K +$3.63K +20 New
DWM
516
Destination Wealth Management
California
$4K +$3.81K +21 New
FCA
517
FinTrust Capital Advisors
South Carolina
$3K – – –
LWA
518
Lenox Wealth Advisors
New York
$3K – – –
PWM
519
PRW Wealth Management
Massachusetts
$3K – – –
THWM
520
Taylor Hoffman Wealth Management
Virginia
$3K – – –
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.36K +13 New
BAM
522
Bruderman Asset Management
New York
$3K +$2.72K +15 New
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$2K -$1.45K -8 -50%
OFW
524
Omnia Family Wealth
Florida
$2K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$1.6K – – –
19 20
21
22 23