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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
501
Icon Wealth Partners
Texas
$65K +$65.9K +415 New
AF
502
Advisornet Financial
Minnesota
$61K +$5.88K +37 +10%
QCG
503
Quadrant Capital Group
Ohio
$60K +$51.3K +323 +409%
FMT
504
First Mercantile Trust
Tennessee
$58K -$20.8K -131 -26%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$57K -$3.81K -24 -6%
FHA
506
First Horizon Advisors
Tennessee
$56K +$31.8K +200 +120%
ZB
507
Zions Bancorporation
Utah
$56K +$56.4K +355 New
IFAM
508
Institutional & Family Asset Management
Colorado
$55K – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$55K +$11.6K +73 +26%
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$54K -$2.86K -18 -5%
MAM
511
Marquette Asset Management
Minnesota
$48K +$48.6K +306 New
WB
512
Webster Bank
Connecticut
$43K – – –
FANJ
513
Financial Architects (New Jersey)
New Jersey
$42K -$318 -2 -0.7%
ARMT
514
Amica Retiree Medical Trust
Rhode Island
$40K – – –
RTC
515
Riverview Trust Company
Washington
$36K – – –
SIAS
516
Shine Investment Advisory Services
Colorado
$36K – – –
MDCM
517
Morgan Dempsey Capital Management
Wisconsin
$35K -$12.2K -77 -25%
PCP
518
Proficio Capital Partners
Massachusetts
$35K -$3.49K -22 -9%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K – – –
AIS
520
Accurate Investment Solutions
Pennsylvania
$34K +$318 +2 +0.9%
CIA
521
CSat Investment Advisory
Michigan
$33K +$635 +4 +2%
OFS
522
Orrstown Financial Services
Pennsylvania
$31K -$15.9K -100 -33%
TCOV
523
Trust Company of Vermont
Vermont
$31K -$4.45K -28 -12%
FNBOSM
524
First National Bank of South Miami
Florida
$31K – – –
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$31K – – –
19 20
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