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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Caldwell Trust
Florida
$12K – – –
CFM
577
Cornerstone Financial Management
Massachusetts
$10.1K +$7.01K +34 +148%
GAAM
578
Guinness Atkinson Asset Management
California
$9.88K – – –
OCWP
579
Owl Creek Wealth Partners
Colorado
$9.71K -$4.12K -20 -27%
OC
580
Oakworth Capital
Alabama
$9.35K – – –
GKIM
581
GW&K Investment Management
Massachusetts
$9K -$2.47K -12 -19%
TSMHT
582
Thurston Springer Miller Herd & Titak
Indiana
$8.82K +$1.24K +6 +14%
AIC
583
Archer Investment Corporation
Indiana
$8.29K – – –
CPG
584
Cornerstone Planning Group
New Jersey
$8.03K -$8.04K -39 -46%
NWS
585
Nvest Wealth Strategies
Ohio
$7.94K – – –
KAS
586
Kemnay Advisory Services
New York
$7.76K +$412 +2 +5%
PTC
587
Private Trust Company
Ohio
$7.41K +$1.03K +5 +14%
PWPS
588
Pinnacle Wealth Planning Services
Ohio
$7.06K -$6.39K -31 -44%
SGFG
589
Silver Grove Financial Group
New York
$6.88K +$8.04K +39 New
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.71K – – –
HFS
591
Hughes Financial Services
Virginia
$6.71K +$412 +2 +6%
CCWM
592
Cassaday & Co Wealth Management
Virginia
$6.7K +$2.06K +10 +36%
C
593
Covestor
United Kingdom
$6K +$206 +1 +3%
WWM
594
Wolff Wiese Magana
California
$5.82K – – –
APFP
595
Action Point Financial Planning
Michigan
$5.82K +$7.22K +35 New
FFO
596
Fortitude Family Office
Arizona
$5.47K +$3.3K +16 +107%
AAS
597
Ameritas Advisory Services
Nebraska
$5.45K +$6.39K +31 New
AIM
598
Anchor Investment Management
South Carolina
$5.29K -$159K -773 -96%
TC
599
Truvestments Capital
Florida
$5.29K – – –
CA
600
Crewe Advisors
Utah
$4.94K – – –
22 23
24
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