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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$114K -$193K -1,186 -64%
WOC
477
West Oak Capital
California
$110K – – –
TT
478
TI-Trust
Illinois
$102K +$97.9K +600 New
MCM
479
Manchester Capital Management
Vermont
$101K – – –
ATC
480
Adirondack Trust Company
New York
$97K – – –
ADL
481
Asset Dedication LLC
California
$91K +$5.22K +32 +6%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.2K – – –
GWM
483
Geneos Wealth Management
Colorado
$79K -$1.96K -12 -3%
TIM
484
Tortoise Investment Management
New York
$77K – – –
SFPG
485
Stonebridge Financial Planning Group
Florida
$76K +$73.4K +450 New
OPS
486
Orion Portfolio Solutions
Nebraska
$76K +$73.7K +452 New
AF
487
Advisornet Financial
Minnesota
$71K +$6.2K +38 +10%
KPW
488
Kore Private Wealth
New York
$68K +$65.2K +400 New
PFBT
489
Parkside Financial Bank & Trust
Missouri
$65K +$2.61K +16 +4%
WT
490
Whittier Trust
California
$65K +$62.6K +384 New
QT
491
Quantbot Technologies
New York
$61K +$59.2K +363 New
IFAM
492
Institutional & Family Asset Management
Colorado
$59K – – –
MWNA
493
Marshall Wace North America
New York
$58K -$360K -2,205 -87%
CT
494
Caldwell Trust
Florida
$56.4K +$54.3K +333 New
FHA
495
First Horizon Advisors
Tennessee
$56K -$489 -3 -0.9%
CIA
496
CSat Investment Advisory
Michigan
$55K -$2.77K -17 -5%
EI
497
Ellevest Inc
New York
$55K +$52.5K +322 +16,100%
FMT
498
First Mercantile Trust
Tennessee
$54K +$3.26K +20 +7%
SFFS
499
Stonehage Fleming Financial Services
Jersey
$53K +$51.4K +315 New
MAM
500
Marquette Asset Management
Minnesota
$52K – – –
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