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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Smartleaf Asset Management
Massachusetts
$48.6K -$17.6K -94 -25%
LFG
527
Larson Financial Group
Missouri
$48.3K +$6.18K +33 +13%
EWM
528
Evermay Wealth Management
Virginia
$46.5K – – –
CFFP
529
Center for Financial Planning
Michigan
$44.2K – – –
PB
530
Prosperity Bancshares
Texas
$42.2K – – –
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$40.1K -$88.3K -471 -67%
SS
532
Sunbelt Securities
Texas
$34.8K +$1.87K +10 +5%
HPWM
533
High Point Wealth Management
New Jersey
$34.4K – – –
TWC
534
TD Waterhouse Canada
Ontario, Canada
$34.3K -$1.5K -8 -4%
NS
535
NBC Securities
Alabama
$33.9K – – –
EC
536
Elequin Capital
New York
$33.6K +$36.5K +195 New
AF
537
Allworth Financial
California
$30.1K -$27.9K -149 -46%
FAM
538
Fulcrum Asset Management
United Kingdom
$28.5K – – –
SHIM
539
Stone House Investment Management
Pennsylvania
$26.4K +$187 +1 +0.7%
SL
540
Salomon & Ludwin
Virginia
$26.1K +$11.4K +61 +91%
UB
541
UMB Bank
Missouri
$25.1K -$47.2K -252 -63%
CI
542
CX Institutional
Indiana
$25K -$154K -824 -85%
GK
543
Graney & King
New York
$24.1K – – –
TWD
544
True Wealth Design
Ohio
$23.9K -$6.75K -36 -21%
TPCW
545
TD Private Client Wealth
New York
$22.7K -$7.87K -42 -24%
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$22K +$2.25K +12 +10%
NAAA
547
New Age Alpha Advisors
New York
$21.9K +$23.8K +127 New
CTC
548
Central Trust Company
Missouri
$21.2K – – –
CH
549
Cromwell Holdings
Wyoming
$20.3K -$4.68K -25 -17%
ZBNA
550
Zions Bancorporation, National Association
Utah
$20.1K -$283K -1,509 -93%
20 21
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