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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
601
Meeder Asset Management
Ohio
$21.6K +$11.9K +52 +130%
MCM
602
MV Capital Management
Maryland
$17.6K -$229 -1 -1%
RWM
603
Rialto Wealth Management
New York
$17.4K +$458 +2 +3%
ABWM
604
Alpine Bank Wealth Management
Colorado
$17.4K – – –
GKIM
605
GW&K Investment Management
Massachusetts
$17K +$1.15K +5 +7%
SSG
606
Summit Securities Group
New York
$16.9K -$32K -140 -66%
RA
607
Rise Advisors
New York
$16.4K +$458 +2 +3%
CT
608
Caldwell Trust
Florida
$16K – – –
WTC
609
WhitTier Trust Company
Nevada
$16K +$458 +2 +3%
RWM
610
Raffa Wealth Management
District of Columbia
$14.8K +$9.84K +43 +215%
JWA
611
JFS Wealth Advisors
Pennsylvania
$14.1K – – –
C
612
Covestor
United Kingdom
$14K -$458 -2 -3%
PTC
613
Private Trust Company
Ohio
$13.6K -$687 -3 -5%
LI
614
LRI Investments
Florida
$13.6K +$13.3K +58 New
CAL
615
Capital Advisors Ltd
Ohio
$13K – – –
TPWA
616
Twin Peaks Wealth Advisors
California
$11.2K +$11.7K +51 New
CT
617
Clearstead Trust
Maine
$11K +$4.58K +20 +74%
AIC
618
Archer Investment Corporation
Indiana
$11K – – –
CPG
619
Cornerstone Planning Group
New Jersey
$10.7K -$2.52K -11 -18%
SC
620
Steph & Co
Wisconsin
$10.6K -$197K -861 -95%
SC
621
SouthState Corp
Florida
$10.3K +$687 +3 +7%
HI
622
Harbour Investments
Wisconsin
$10.1K +$4.58K +20 +87%
HFS
623
Hughes Financial Services
Virginia
$9.89K +$1.6K +7 +18%
LFA
624
LGT Financial Advisors
Texas
$9.63K +$9.38K +41 New
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.92K – – –
23 24
25
26 27