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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Ruedi Wealth Management
Illinois
$24.8K – – –
PB
602
Pinnacle Bancorp
Nebraska
$23.8K – – –
CFO
603
CVA Family Office
Colorado
$23.5K +$8.26K +30 +50%
CAL
604
Capital Analysts LLC
Pennsylvania
$23K -$4.13K -15 -15%
OC
605
Oakworth Capital
Alabama
$23K – – –
HWA
606
HHM Wealth Advisors
Tennessee
$21.7K +$5.78K +21 +34%
JWA
607
JFS Wealth Advisors
Pennsylvania
$20.4K -$19.5K -71 -48%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$20.1K – – –
BC
609
Bartlett & Co
Ohio
$20K – – –
EWA
610
EverSource Wealth Advisors
Alabama
$19.6K -$1.65K -6 -7%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$19K – – –
AIM
612
Achmea Investment Management
Netherlands
$18K – – –
CT
613
Caldwell Trust
Florida
$17.8K – – –
ST
614
Smithfield Trust
Pennsylvania
$17K – – –
BWA
615
BDO Wealth Advisors
Florida
$16.4K -$6.05K -22 -26%
CP
616
Castleview Partners
Texas
$16.2K +$1.38K +5 +9%
C
617
Covestor
United Kingdom
$16K – – –
BWM
618
Baystate Wealth Management
Massachusetts
$14.7K – – –
RTC
619
Riverview Trust Company
Washington
$14.4K +$15.1K +55 New
CA
620
Crewe Advisors
Utah
$14.1K -$3.03K -11 -17%
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.6K – – –
CYG
622
Clean Yield Group
Vermont
$13.3K – – –
PWMG
623
Prestige Wealth Management Group
New Jersey
$13.3K +$826 +3 +6%
GIA
624
GHP Investment Advisors
Colorado
$12.8K -$4.4K -16 -25%
CAC
625
Core Alternative Capital
Georgia
$12.3K +$3.85K +14 +42%
23 24
25
26 27