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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$16K +$2.6K +8 +22%
MCM
627
MV Capital Management
Maryland
$16K +$4.87K +15 +48%
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
NFSG
629
Newbridge Financial Services Group
Florida
$15K – – –
SSG
630
Summit Securities Group
New York
$15K +$14.3K +44 New
SWA
631
Sutton Wealth Advisors
Florida
$14.8K +$2.6K +8 +23%
AP
632
Arlington Partners
Alabama
$14K -$2.92K -9 -18%
LWA
633
Lenox Wealth Advisors
New York
$14K +$324 +1 +3%
SSB
634
Sandy Spring Bank
Maryland
$12K – – –
WT
635
Whittier Trust
California
$12K +$9.73K +30 +750%
EW
636
Evoke Wealth
California
$11K +$5.19K +16 +100%
TFO
637
Tarbox Family Office
California
$10K -$19.1K -59 -66%
ME
638
McIlrath & Eck
Washington
$10K – – –
CAC
639
Core Alternative Capital
Georgia
$9K -$3.57K -11 -30%
KTC
640
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
SWM
641
Selective Wealth Management
Virginia
$9K – – –
LCM
642
Logan Capital Management
Pennsylvania
$8K – – –
FMP
643
Financial Management Professionals
Texas
$8K +$324 +1 +4%
HWA
644
HHM Wealth Advisors
Tennessee
$8K +$7.14K +22 New
IRC
645
Investors Research Corp
Georgia
$7K +$6.16K +19 New
RWM
646
Raffa Wealth Management
District of Columbia
$6.54K – – –
CCA
647
Column Capital Advisors
Indiana
$6K – – –
MAWCM
648
Mine & Arao Wealth Creation & Management
California
$6K – – –
RIM
649
Rockbridge Investment Management
New York
$5.26K -$105K -325 -96%
AWM
650
Accel Wealth Management
Iowa
$5K – – –
24 25
26
27 28