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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
526
Parkside Financial Bank & Trust
Missouri
$19K +$3.56K +15 +23%
MA
527
MUFG Americas
New York
$18K – – –
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
ACA
529
Atlas Capital Advisors
Wyoming
$17.6K -$18K -76 -51%
CT
530
Caldwell Trust
Florida
$16.4K +$16.1K +68 New
SLF
531
Sun Life Financial
Ontario, Canada
$16K -$5.93K -25 -27%
OIA
532
Optimum Investment Advisors
Illinois
$16K – – –
TFS
533
TrustCore Financial Services
Tennessee
$16K – – –
GWM
534
Geneos Wealth Management
Colorado
$14K – – –
CA
535
CXI Advisors
Indiana
$14K +$13.5K +57 New
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$77.1K -325 -86%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$13K – – –
LWANC
538
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
BWM
539
BerganKDV Wealth Management
Minnesota
$13K +$12.3K +52 New
PGAM
540
Princeton Global Asset Management
New Jersey
$12K +$11.9K +50 New
GWS
541
Glassman Wealth Services
Virginia
$11K +$711 +3 +7%
MAM
542
Meeder Asset Management
Ohio
$10K -$118K -499 -92%
CFB
543
Cullen/Frost Bankers
Texas
$10K -$14.5K -61 -60%
IA
544
IndexIQ Advisors
New York
$10K +$9.48K +40 New
OPS
545
Orion Portfolio Solutions
Nebraska
$10K +$9.96K +42 New
VAIA
546
Virtus Alternative Investment Advisers
Connecticut
$9K -$30.8K -130 -78%
PFSC
547
Peoples Financial Services Corp
Pennsylvania
$9K – – –
WCG
548
Weaver Consulting Group
California
$9K – – –
TI
549
tru Independence
Oregon
$9K +$7.59K +32 New
SWM
550
Selective Wealth Management
Virginia
$6K – – –
20 21
22
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