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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
601
GW&K Investment Management
Massachusetts
$15K -$628 -3 -4%
CT
602
Caldwell Trust
Florida
$15K – – –
RA
603
Rise Advisors
New York
$14.9K -$1.88K -9 -12%
WTC
604
WhitTier Trust Company
Nevada
$14.5K +$13.8K +66 New
C
605
Covestor
United Kingdom
$14K +$419 +2 +3%
CFO
606
CVA Family Office
Colorado
$13.9K +$5.44K +26 +70%
CPG
607
Cornerstone Planning Group
New Jersey
$13.4K +$4.19K +20 +50%
PTC
608
Private Trust Company
Ohio
$13.4K +$419 +2 +3%
JWA
609
JFS Wealth Advisors
Pennsylvania
$13.2K – – –
CAL
610
Capital Advisors Ltd
Ohio
$13K +$11.5K +55 +2,750%
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.4K – – –
AIC
612
Archer Investment Corporation
Indiana
$10.3K – – –
SCB
613
Saudi Central Bank
Saudi Arabia
$9.24K +$8.79K +42 New
SC
614
SouthState Corp
Florida
$9.02K +$8.58K +41 New
MAM
615
Meeder Asset Management
Ohio
$8.8K -$3.56K -17 -30%
LWCFA
616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.51K – – –
HFS
617
Hughes Financial Services
Virginia
$8.38K +$7.96K +38 New
SSB
618
Sandy Spring Bank
Maryland
$7.93K – – –
AF
619
Advisornet Financial
Minnesota
$7.7K +$6.49K +31 +775%
EPIM
620
Evelyn Partners Investment Management
$7.26K – – –
CA
621
Continuum Advisory
Idaho
$7.04K -$10K -48 -60%
HWM
622
Hemington Wealth Management
Virginia
$7K – – –
WA
623
Whipplewood Advisors
Colorado
$6.82K +$10K +48 +145%
TC
624
Truvestments Capital
Florida
$6.6K – – –
STB
625
S&T Bank
Pennsylvania
$6.6K +$6.28K +30 New
23 24
25
26 27