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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
601
Bell Investment Advisors
California
$20K +$20.6K +61 New
SC
602
SouthState Corp
Florida
$19K – – –
BWM
603
Baystate Wealth Management
Massachusetts
$18K – – –
ST
604
Smithfield Trust
Pennsylvania
$18K – – –
JGIA
605
Jackson Grant Investment Advisers
Connecticut
$17K – – –
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
EWA
607
EverSource Wealth Advisors
Alabama
$17K +$337 +1 +2%
MCM
608
MV Capital Management
Maryland
$17K +$2.02K +6 +13%
AIP
609
Ahrens Investment Partners
Louisiana
$16K – – –
CYG
610
Clean Yield Group
Vermont
$16K – – –
GWM
611
Geneos Wealth Management
Colorado
$16K – – –
MA
612
MUFG Americas
New York
$15K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$15K – – –
SBL
614
Sargent Bickham Lagudis
Colorado
$15K +$15.8K +47 New
NFSG
615
Newbridge Financial Services Group
Florida
$14K – – –
WT
616
Whittier Trust
California
$14K +$3.37K +10 +29%
KFP
617
KB Financial Partners
New Jersey
$14K +$15.2K +45 New
SWA
618
Sutton Wealth Advisors
Florida
$13.4K -$337 -1 -2%
AP
619
Arlington Partners
Alabama
$13K – – –
HI
620
Harbour Investments
Wisconsin
$13K +$13.8K +41 New
HFM
621
Harvest Fund Management
China
$12K -$37.4K -111 -74%
TAIM
622
TD Ameritrade Investment Management
Nebraska
$12K -$8.43K -25 -41%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K -$2.36K -7 -16%
SSB
624
Sandy Spring Bank
Maryland
$12K – – –
FMP
625
Financial Management Professionals
Texas
$12K +$4.72K +14 +58%
23 24
25
26 27