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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$249K +$33.7K +100 +15%
CG
502
Caprock Group
Idaho
$243K +$28.6K +85 +13%
ET
503
Equitable Trust
Tennessee
$242K -$620K -1,840 -71%
AWM
504
AE Wealth Management
Kansas
$240K +$20.2K +60 +9%
ATC
505
Argent Trust Co
Tennessee
$239K -$38.8K -115 -13%
AAP
506
Arax Advisory Partners
Colorado
$239K -$26.3K -78 -9%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$238K -$16.5K -49 -6%
HIM
508
Hotaling Investment Management
Pennsylvania
$235K +$8.43K +25 +4%
SIM
509
Sentry Investment Management
Wisconsin
$234K -$48.2K -143 -16%
NW
510
NewEdge Wealth
Pennsylvania
$233K +$245K +727 New
SCM
511
Shelton Capital Management
Colorado
$232K – – –
S
512
SignatureFD
Georgia
$227K +$54.6K +162 +30%
CPIG
513
Chicago Partners Investment Group
Illinois
$226K -$58.3K -173 -20%
GT
514
Glenmede Trust
Pennsylvania
$225K +$237K +704 New
FHA
515
Flagship Harbor Advisors
Massachusetts
$224K -$1.01K -3 -0.4%
LOAMS
516
Lombard Odier Asset Management (Switzerland)
Switzerland
$216K +$227K +674 New
BAS
517
Brown Advisory Securities
Maryland
$215K -$121K -358 -35%
WG
518
Winton Group
United Kingdom
$214K +$226K +670 New
SIA
519
Schechter Investment Advisors
Michigan
$213K +$224K +665 New
ARC
520
Advisor Resource Council
Texas
$213K +$224K +666 New
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$128K +380 +133%
FC
522
Financial Consulate
Maryland
$211K -$16.9K -50 -7%
CI
523
Carroll Investors
South Carolina
$211K – – –
GRP
524
Global Retirement Partners
California
$211K +$29.7K +88 +15%
B
525
Bailard
California
$209K +$18.2K +54 +9%
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