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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Clearstead Advisors
Ohio
$150K -$96.1K -432 -37%
HNB
502
Huntington National Bank
Ohio
$126K +$16K +72 +13%
SIM
503
Sentry Investment Management
Wisconsin
$126K -$18.2K -82 -12%
PA
504
Parallel Advisors
California
$123K +$6.9K +31 +5%
UB
505
UMB Bank
Missouri
$121K -$22.7K -102 -14%
RAM
506
Ramirez Asset Management
New York
$119K +$132K +593 New
SSB
507
Sandy Spring Bank
Maryland
$118K – – –
MFG
508
Mendota Financial Group
Wisconsin
$109K +$20.7K +93 +20%
GRP
509
Global Retirement Partners
California
$106K +$3.12K +14 +3%
DIP
510
DT Investment Partners
Pennsylvania
$104K – – –
AIM
511
Anchor Investment Management
South Carolina
$104K +$111K +500 +2,500%
SAI
512
Systematic Alpha Investments
New Jersey
$103K +$115K +516 New
SWM
513
Sugarloaf Wealth Management
Georgia
$100K – – –
CT
514
Colonial Trust
South Carolina
$100K +$111K +500 New
HIA
515
Harbor Investment Advisory
Maryland
$98.7K -$126K -568 -54%
HWA
516
Heritage Wealth Advisors
Virginia
$93.7K -$196K -883 -65%
LSA
517
Leonteq Securities AG
Switzerland
$86.5K -$6.01K -27 -6%
DWA
518
Dougherty Wealth Advisers
Minnesota
$83.1K – – –
M
519
MOTCO
Texas
$75.9K -$223 -1 -0.3%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$75.5K – – –
SHIM
521
Stone House Investment Management
Pennsylvania
$74.5K +$223 +1 +0.3%
SS
522
Sunbelt Securities
Texas
$73K +$4K +18 +5%
HF
523
Halpern Financial
Virginia
$70.1K – – –
AA
524
Alta Advisers
United Kingdom
$60.1K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$57K +$7.34K +33 +13%
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