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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
551
High Point Wealth Management
New Jersey
$38.7K +$38.6K +200 New
NS
552
NBC Securities
Alabama
$38.1K – – –
SS
553
Sunbelt Securities
Texas
$37.1K -$6.57K -34 -15%
TWD
554
True Wealth Design
Ohio
$33.9K -$1.55K -8 -4%
TPCW
555
TD Private Client Wealth
New York
$33.7K +$5.22K +27 +18%
FAM
556
Fulcrum Asset Management
United Kingdom
$32.7K – – –
SSG
557
Summit Securities Group
New York
$30.6K -$5.41K -28 -15%
SHIM
558
Stone House Investment Management
Pennsylvania
$29.5K +$193 +1 +0.7%
PWMG
559
Prestige Wealth Management Group
New Jersey
$28.6K -$303K -1,567 -91%
DE
560
DV Equities
Illinois
$28.6K +$28.6K +148 New
CH
561
Cromwell Holdings
Wyoming
$27.7K -$23.6K -122 -46%
GK
562
Graney & King
New York
$27.1K – – –
EWP
563
Elevation Wealth Partners
California
$25.3K +$21.3K +110 +524%
CTC
564
Central Trust Company
Missouri
$23.8K – – –
HIIFS
565
Harel Insurance Investments & Financial Services
Israel
$23K +$1.16K +6 +5%
EPAM
566
Evelyn Partners Asset Management
$20.5K – – –
GKIM
567
GW&K Investment Management
Massachusetts
$20K +$4.64K +24 +30%
RAM
568
Reflection Asset Management
South Carolina
$19.7K +$19.7K +102 New
WWA
569
Wealth Watch Advisors
Colorado
$19.5K +$966 +5 +5%
ZP
570
Zimmer Partners
New York
$19.3K +$19.3K +100 New
HBW
571
Hazlett, Burt & Watson
West Virginia
$19K – – –
EW
572
Elyxium Wealth
California
$18.8K +$18.7K +97 New
CAL
573
Capital Analysts LLC
Pennsylvania
$16K -$4.25K -22 -21%
OC
574
Oakworth Capital
Alabama
$15.5K – – –
RWM
575
Rialto Wealth Management
New York
$15.3K +$1.16K +6 +8%
21 22
23
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