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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.54K +$4.33K +20 +105%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.45K – – –
CT
603
Clearstead Trust
Maine
$6.57K -$2.81K -13 -28%
RDFA
604
Ritter Daniher Financial Advisory
Ohio
$5.8K +$6.5K +30 New
WWM
605
Wolff Wiese Magana
California
$5.41K -$1.08K -5 -15%
CA
606
Crewe Advisors
Utah
$5.41K +$5.63K +26 +1,300%
WTA
607
Washington Trust Advisors
Massachusetts
$5.05K +$1.08K +5 +24%
HWM
608
Hemington Wealth Management
Virginia
$5K -$866 -4 -12%
ST
609
Smithfield Trust
Pennsylvania
$5K -$433 -2 -8%
HHMI
610
Howard Hughes Medical Institute
Maryland
$4.45K – – –
SC
611
SouthState Corp
Florida
$4.06K -$4.98K -23 -52%
EWP
612
Elevation Wealth Partners
California
$4.06K +$4.55K +21 New
RWM
613
Raffa Wealth Management
District of Columbia
$3.87K -$9.31K -43 -68%
IRC
614
Investors Research Corp
Georgia
$3.67K – – –
BCWM
615
Bartlett & Co Wealth Management
Ohio
$3.48K +$650 +3 +20%
NRG
616
Nemes Rush Group
Michigan
$3.29K – – –
RFP
617
Root Financial Partners
California
$3.29K +$3.68K +17 New
PP
618
PFS Partners
New Jersey
$3.11K – – –
JSAM
619
J. Safra Asset Management
New York
$3.09K +$3.46K +16 New
AW
620
Avion Wealth
Texas
$3K -$2.81K -13 -43%
TFA
621
Transamerica Financial Advisors
Florida
$2.92K +$3.46K +16 New
PCFFS
622
Pacific Center for Financial Services
California
$2.9K – – –
S
623
Sachetta
Massachusetts
$2.9K – – –
HIA
624
Harbor Investment Advisory
Maryland
$2.9K – – –
WA
625
WPG Advisers
Maryland
$2.9K – – –
23 24
25
26 27