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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
576
Kerr Financial Planning
California
$15.6K +$17.3K +80 New
OC
577
Oakworth Capital
Alabama
$15.5K -$15.2K -70 -47%
GKIM
578
GW&K Investment Management
Massachusetts
$15K +$1.52K +7 +10%
ABWM
579
Alpine Bank Wealth Management
Colorado
$14.3K – – –
RWM
580
Rialto Wealth Management
New York
$14.1K -$217 -1 -1%
RA
581
Rise Advisors
New York
$13.6K – – –
TC
582
Truvestments Capital
Florida
$13.5K +$8.66K +40 +133%
CT
583
Caldwell Trust
Florida
$13.1K – – –
C
584
Covestor
United Kingdom
$13K +$866 +4 +7%
JWM
585
JPL Wealth Management
Colorado
$13K +$14.5K +67 New
RBI
586
Raiffeisen Bank International
Austria
$12.9K +$14.3K +66 New
MCM
587
MV Capital Management
Maryland
$12.4K -$2.38K -11 -15%
JWA
588
JFS Wealth Advisors
Pennsylvania
$11.6K – – –
AGWCA
589
Annis Gardner Whiting Capital Advisors
Florida
$11.2K -$22.7K -105 -64%
PTC
590
Private Trust Company
Ohio
$11.2K – – –
AG
591
AmeriFlex Group
Nevada
$11.2K +$12.6K +58 New
ASN
592
Advisory Services Network
Georgia
$11.1K +$12.3K +57 New
BDPWM
593
Barnes Dennig Private Wealth Management
Ohio
$10.2K +$11.5K +53 New
HFS
594
Hughes Financial Services
Virginia
$9.57K +$650 +3 +7%
MAM
595
Meeder Asset Management
Ohio
$9.09K -$9.74K -45 -49%
AIC
596
Archer Investment Corporation
Indiana
$9.09K – – –
HI
597
Harbour Investments
Wisconsin
$8.51K +$217 +1 +2%
PWA
598
Physician Wealth Advisors
Utah
$8.12K +$1.73K +8 +24%
CCM
599
Cloud Capital Management
Washington
$8K +$9.96K +46 New
CFO
600
CVA Family Office
Colorado
$7.93K -$19.3K -89 -68%
22 23
24
25 26