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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$5.05K – – –
BCMLT
652
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.05K +$5.01K +18 New
TAIM
653
TD Ameritrade Investment Management
Nebraska
$5K -$1.11K -4 -18%
AWM
654
Accel Wealth Management
Iowa
$4.77K – – –
CPG
655
Cornerstone Planning Group
New Jersey
$4.71K +$4.45K +16 New
CAL
656
Capital Advisors Ltd
Ohio
$4K +$2.78K +10 +200%
WT
657
Washington Trust
Rhode Island
$3.92K +$278 +1 +8%
RTL
658
Red Tortoise LLC
Georgia
$3.36K +$3.34K +12 New
ZIG
659
Zullo Investment Group
Pennsylvania
$2.8K – – –
MFT
660
Moisand Fitzgerald Tamayo
Florida
$2.8K +$1.11K +4 +67%
BAM
661
Bellevue Asset Management
Washington
$2.78K – – –
MA
662
MCF Advisors
Kentucky
$2.52K +$1.11K +4 +80%
AWM
663
Abound Wealth Management
Tennessee
$2.25K +$278 +1 +14%
WWM
664
Wolff Wiese Magana
California
$2.24K – – –
VCM
665
Versant Capital Management
Arizona
$2.24K +$278 +1 +14%
CAM
666
ClariVest Asset Management
California
$2K – – –
SFG
667
Steward Financial Group
Texas
$2K +$2.23K +8 New
LF
668
Lee Financial
Texas
$1.96K +$278 +1 +17%
MCC
669
Money Concepts Capital
Florida
$1.68K -$32.3K -116 -95%
FA
670
Fiduciary Alliance
South Carolina
$1.68K +$1.67K +6 New
PSB
671
Piscataqua Savings Bank
New Hampshire
$1.68K – – –
SWA
672
SOA Wealth Advisors
New York
$1.42K -$557 -2 -29%
EE
673
EWG Elevate
California
$1.4K +$1.39K +5 New
PFPT
674
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.4K +$1.39K +5 New
FWM
675
Focused Wealth Management
New York
$1.14K – – –
25 26
27
28 29