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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
601
Oakworth Capital
Alabama
$30K -$104K -320 -78%
CWC
602
Carolinas Wealth Consulting
North Carolina
$30K +$20.1K +62 +248%
CWM
603
Curi Wealth Management
North Carolina
$26K -$973 -3 -4%
BWM
604
BerganKDV Wealth Management
Minnesota
$26K – – –
RTC
605
Riverview Trust Company
Washington
$26K +$25K +77 New
GIA
606
GHP Investment Advisors
Colorado
$25K +$23.4K +72 New
AA
607
Ancora Advisors
Ohio
$24K – – –
CT
608
Caldwell Trust
Florida
$23.4K – – –
C
609
Covestor
United Kingdom
$22K +$7.79K +24 +62%
GI
610
Gradient Investments
Minnesota
$21K -$9.57M -29,506 -100%
CFO
611
CVA Family Office
Colorado
$21K -$11.4K -35 -37%
SC
612
SouthState Corp
Florida
$21K -$6.16K -19 -24%
AF
613
Advisornet Financial
Minnesota
$21K – – –
TAIM
614
TD Ameritrade Investment Management
Nebraska
$21K +$5.84K +18 +42%
T
615
TCWP
Ohio
$21K +$20.1K +62 New
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$20K +$6.81K +21 +55%
BWM
617
Baystate Wealth Management
Massachusetts
$19K – – –
JGIA
618
Jackson Grant Investment Advisers
Connecticut
$19K – – –
ST
619
Smithfield Trust
Pennsylvania
$19K – – –
CYG
620
Clean Yield Group
Vermont
$18K – – –
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
SC
622
Sierra Capital
Florida
$18K – – –
EWA
623
EverSource Wealth Advisors
Alabama
$18K +$6.16K +19 +58%
GWM
624
Geneos Wealth Management
Colorado
$17K -$1.3K -4 -7%
AIP
625
Ahrens Investment Partners
Louisiana
$17K – – –
23 24
25
26 27