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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
576
BDO Wealth Advisors
Florida
$21K +$1.83K +6 +10%
RIM
577
Rampart Investment Management
Connecticut
$19K -$549K -1,796 -97%
GWS
578
Glassman Wealth Services
Virginia
$19K +$3.67K +12 +24%
BWM
579
Baystate Wealth Management
Massachusetts
$18K – – –
GWM
580
Geneos Wealth Management
Colorado
$18K – – –
OC
581
Oakworth Capital
Alabama
$18K – – –
PWMG
582
Prestige Wealth Management Group
New Jersey
$18K – – –
LWANC
583
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
FHC
584
First Horizon Corporation
Tennessee
$17K +$17.1K +56 New
CYG
585
Clean Yield Group
Vermont
$16K – – –
MA
586
MUFG Americas
New York
$16K – – –
FCH
587
Freestone Capital Holdings
Washington
$15.6K +$15K +49 New
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$11.6K +38 +543%
PW
589
Price Wealth
Texas
$14K +$12.2K +40 +800%
ST
590
Smithfield Trust
Pennsylvania
$13K +$1.53K +5 +14%
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K +$12.2K +40 New
PFSC
592
Peoples Financial Services Corp
Pennsylvania
$12K – – –
PMFA
593
Plante Moran Financial Advisors
Michigan
$12K – – –
WCG
594
Weaver Consulting Group
California
$12K – – –
NFSG
595
Newbridge Financial Services Group
Florida
$12K +$11.6K +38 New
SWA
596
Sutton Wealth Advisors
Florida
$10.8K – – –
AA
597
Ancora Advisors
Ohio
$10K – – –
ME
598
McIlrath & Eck
Washington
$10K – – –
SIC
599
Salem Investment Counselors
North Carolina
$8K – – –
SWM
600
Selective Wealth Management
Virginia
$8K – – –
22 23
24
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