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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
601
Oakworth Capital
Alabama
$21.4K – – –
GWM
602
Geneos Wealth Management
Colorado
$19.3K +$17.1K +77 +2,567%
WWM
603
Wolff Wiese Magana
California
$19.3K +$17.7K +80 New
RA
604
Rise Advisors
New York
$18.1K – – –
GKIM
605
GW&K Investment Management
Massachusetts
$18K +$4.43K +20 +37%
HIA
606
Harbor Investment Advisory
Maryland
$17.6K -$33.5K -151 -67%
RIL
607
Rothschild Investment LLC
Illinois
$17.6K -$9.31K -42 -37%
ZB
608
Zions Bancorporation
Utah
$16.8K -$4.88K -22 -24%
CT
609
Caldwell Trust
Florida
$16.4K – – –
MCM
610
MV Capital Management
Maryland
$16.4K +$443 +2 +3%
CWC
611
Carolinas Wealth Consulting
North Carolina
$15.3K -$1.77K -8 -11%
C
612
Covestor
United Kingdom
$15K -$443 -2 -3%
JWA
613
JFS Wealth Advisors
Pennsylvania
$14.9K – – –
HGA
614
Hobbs Group Advisors
South Carolina
$14.4K – – –
MAM
615
Meeder Asset Management
Ohio
$14.4K +$665 +3 +5%
CWP
616
Concord Wealth Partners
Virginia
$14.2K – – –
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.5K – – –
LI
618
LRI Investments
Florida
$11.8K -$297K -1,339 -96%
AIC
619
Archer Investment Corporation
Indiana
$11.3K – – –
WAG
620
Wiser Advisor Group
Arizona
$11.3K – – –
MG
621
Mather Group
Illinois
$11.2K -$54.3K -245 -84%
PTC
622
Private Trust Company
Ohio
$11.1K +$1.55K +7 +18%
SSB
623
Sandy Spring Bank
Maryland
$10.1K – – –
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.35K – – –
OLVIG
625
Oliver Lagore Vanvalin Investment Group
Michigan
$7.94K – – –
23 24
25
26 27