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SBAC

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