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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
576
Kerr Financial Planning
California
$14.5K – – –
TSMHT
577
Thurston Springer Miller Herd & Titak
Indiana
$13.5K +$12.2K +63 +900%
CT
578
Caldwell Trust
Florida
$13.2K – – –
C
579
Covestor
United Kingdom
$13K +$193 +1 +2%
RBI
580
Raiffeisen Bank International
Austria
$12.9K – – –
SL
581
Salomon & Ludwin
Virginia
$12.7K +$12.6K +65 +3,250%
CT
582
Clearstead Trust
Maine
$12.6K +$5.99K +31 +91%
STB
583
S&T Bank
Pennsylvania
$12.6K +$11.4K +59 +983%
JWA
584
JFS Wealth Advisors
Pennsylvania
$11.6K – – –
AA
585
Ancora Advisors
Ohio
$11.4K +$10.2K +53 +883%
GAAM
586
Guinness Atkinson Asset Management
California
$10.8K +$10.8K +56 New
MCM
587
Manchester Capital Management
Vermont
$9.48K -$45.8K -237 -83%
PTC
588
Private Trust Company
Ohio
$9.09K -$2.13K -11 -19%
AIC
589
Archer Investment Corporation
Indiana
$9.09K – – –
CPG
590
Cornerstone Planning Group
New Jersey
$8.47K +$6.38K +33 +254%
BFPW
591
BOK Financial Private Wealth
Colorado
$8.32K +$8.31K +43 New
NWS
592
Nvest Wealth Strategies
Ohio
$8.13K +$8.11K +42 New
OP
593
ORG Partners
Indiana
$7.54K +$4.64K +24 +160%
CFO
594
CVA Family Office
Colorado
$7.35K -$580 -3 -7%
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.1K – – –
AW
596
Avion Wealth
Texas
$7K +$4.06K +21 +124%
PWA
597
Physician Wealth Advisors
Utah
$6.77K -$1.35K -7 -17%
HFS
598
Hughes Financial Services
Virginia
$6.58K -$2.71K -14 -29%
SWM
599
Spire Wealth Management
Virginia
$5.86K -$153K -791 -96%
TC
600
Truvestments Capital
Florida
$5.8K -$7.73K -40 -57%
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