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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Clearstead Trust
Maine
$2.65K – – –
PCFFS
627
Pacific Center for Financial Services
California
$2.65K – – –
NB
628
NBT Bank
New York
$2.47K – – –
IAIM
629
International Assets Investment Management
Florida
$2.35K +$1.24K +6 +86%
TFA
630
Transamerica Financial Advisors
Florida
$2.29K -$2.27K -11 -46%
SWM
631
Spire Wealth Management
Virginia
$2.12K +$1.03K +5 +71%
PWA
632
Physician Wealth Advisors
Utah
$1.76K -$3.5K -17 -63%
RF
633
Rossby Financial
Florida
$1.76K -$206 -1 -9%
CA
634
CoreCap Advisors
Michigan
$1.76K – – –
FHC
635
First Horizon Corporation
Tennessee
$1.76K – – –
GBT
636
Grove Bank & Trust
Florida
$1.59K -$4.33K -21 -70%
FCAS
637
First Command Advisory Services
Texas
$1.41K – – –
HPBT
638
Hickory Point Bank & Trust
Illinois
$1.41K – – –
GSWM
639
Golden State Wealth Management
California
$1.26K – – –
RCM
640
Raleigh Capital Management
North Carolina
$1.24K -$619 -3 -30%
AT
641
Arlington Trust
Alabama
$1.24K – – –
IWM
642
IMG Wealth Management
Florida
$1.24K +$1.44K +7 New
PS
643
Planning Strategies
Pennsylvania
$1.24K +$1.44K +7 New
AA
644
Ancora Advisors
Ohio
$1.06K -$19.6K -95 -94%
SWM
645
SHP Wealth Management
Massachusetts
$1.06K +$206 +1 +20%
AG
646
AmeriFlex Group
Nevada
$1.06K +$1.24K +6 New
AW
647
Avion Wealth
Texas
$1K -$825 -4 -27%
SIM
648
Synergy Investment Management
Florida
$931 +$1.03K +5 New
ACA
649
American Capital Advisory
Idaho
$883 +$206 +1 +25%
PB
650
Prosperity Bancshares
Texas
$882 -$49.5K -240 -98%
24 25
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