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SBAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
MCF Advisors
Kentucky
$1.16K -$957 -4 -44%
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16K – – –
GI
653
Gradient Investments
Minnesota
$1.16K +$1.2K +5 New
CA
654
Centerpoint Advisors
Massachusetts
$1K – – –
CAM
655
ClariVest Asset Management
California
$1K – – –
TFA
656
Transamerica Financial Advisors
Florida
$1K – – –
PVH
657
Psagot Value Holdings
Israel
$1K +$718 +3 New
SF
658
Safeguard Financial
Wisconsin
$1K +$957 +4 New
FWM
659
Focused Wealth Management
New York
$947 – – –
OP
660
ORG Partners
Indiana
$940 +$957 +4 New
MFT
661
Moisand Fitzgerald Tamayo
Florida
$928 – – –
GBT
662
Grove Bank & Trust
Florida
$927 -$2.15K -9 -69%
AWM
663
Avior Wealth Management
Nebraska
$927 – – –
WT
664
Whittier Trust
California
$927 – – –
AFS
665
Annapolis Financial Services
Maryland
$696 +$718 +3 New
WTC
666
WhitTier Trust Company
Nevada
$695 +$718 +3 New
RFG
667
RFP Financial Group
Georgia
$464 – – –
IPW
668
Impact Partnership Wealth
Georgia
$464 +$478 +2 New
CTA
669
Colonial Trust Advisors
South Carolina
$232 – – –
WPA
670
West Paces Advisors
Georgia
$232 – – –
WCP
671
Waterfront Capital Partners
New York
– -$40.1M -153,592 Closed
PP
672
Peconic Partners
New York
– -$16.3M -62,359 Closed
ADEF
673
Adams Diversified Equity Fund
Maryland
– -$11.8M -45,200 Closed
ZR
674
Zeno Research
New York
– -$7.3M -27,966 Closed
SPC
675
Stony Point Capital
New York
– -$6.24M -23,907 Closed
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