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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
601
Howe & Rusling
New York
$15K +$14.8K +50 New
PGAM
602
Princeton Global Asset Management
New Jersey
$14K – – –
VAIA
603
Virtus Alternative Investment Advisers
Connecticut
$13K -$11.2K -38 -48%
HFM
604
Harvest Fund Management
China
$12K -$258K -874 -95%
PFSC
605
Peoples Financial Services Corp
Pennsylvania
$12K – – –
PMFA
606
Plante Moran Financial Advisors
Michigan
$12K – – –
EWP
607
Engrave Wealth Partners
Texas
$11K -$3.84K -13 -26%
WCG
608
Weaver Consulting Group
California
$11K – – –
SWA
609
Sutton Wealth Advisors
Florida
$10.1K – – –
TI
610
tru Independence
Oregon
$10K – – –
ST
611
Smithfield Trust
Pennsylvania
$10K +$10.3K +35 New
ME
612
McIlrath & Eck
Washington
$9K +$4.43K +15 +100%
AA
613
Ancora Advisors
Ohio
$9K +$9.15K +31 New
SIAS
614
Shine Investment Advisory Services
Colorado
$7K -$47.2K -160 -86%
BWM
615
BerganKDV Wealth Management
Minnesota
$7K -$10.6K -36 -62%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$7K -$9.45K -32 -59%
SIC
617
Salem Investment Counselors
North Carolina
$7K – – –
SWM
618
Selective Wealth Management
Virginia
$7K – – –
TAIM
619
TD Ameritrade Investment Management
Nebraska
$7K +$5.61K +19 +633%
EFSCE
620
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$2.07K +7 +58%
PA
621
Procyon Advisors
Connecticut
$6K +$4.72K +16 +533%
FMP
622
Financial Management Professionals
Texas
$6K +$6.2K +21 New
CCA
623
Column Capital Advisors
Indiana
$5K – – –
THWM
624
Taylor Hoffman Wealth Management
Virginia
$5K +$4.72K +16 New
WT
625
Washington Trust
Rhode Island
$4K -$1.77K -6 -29%
23 24
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