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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
501
Echo Street Capital Management
New York
$337K -$40.7K -193 -11%
HNB
502
Huntington National Bank
Ohio
$336K +$15.8K +75 +5%
AWS
503
Atria Wealth Solutions
New York
$335K +$343K +1,628 New
GIM
504
Goelzer Investment Management
Indiana
$329K +$338K +1,601 New
BRWA
505
B. Riley Wealth Advisors
Florida
$328K -$176K -833 -34%
LIM
506
Leavell Investment Management
Alabama
$326K – – –
LIM
507
Longfellow Investment Management
Massachusetts
$326K +$219K +1,040 +193%
KRSITF
508
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$33.5K +159 +11%
SCA
509
Sage Capital Advisors
South Dakota
$313K +$316K +1,500 New
MC
510
Maverick Capital
Texas
$311K +$320K +1,515 New
IAA
511
Independent Advisor Alliance
North Carolina
$310K +$103K +490 +48%
RHBC
512
R.H. Bluestein & Co
Michigan
$308K – – –
BL
513
Balentine LLC
Georgia
$304K +$312K +1,480 New
BIAS
514
Beacon Investment Advisory Services
New Jersey
$303K – – –
PP
515
Prudential plc
United Kingdom
$302K +$310K +1,468 New
KWM
516
Kolinsky Wealth Management
New Jersey
$299K +$41.4K +196 +16%
CFG
517
Citizens Financial Group
Rhode Island
$294K – – –
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$288K – – –
PCG
519
Prosperity Consulting Group
Maryland
$288K +$2.95K +14 +1%
CA
520
Claro Advisors
Massachusetts
$287K – – –
JWCA
521
J.W. Coons Advisors
Ohio
$286K +$298K +1,411 New
SI
522
Stephens Inc
Arkansas
$278K -$73.4K -348 -20%
TPWM
523
Twelve Points Wealth Management
Massachusetts
$277K +$285K +1,350 New
IAIM
524
Industrial Alliance Investment Management
Quebec, Canada
$275K +$34.4K +163 +14%
PK
525
Pflug Koory
Nebraska
$274K – – –
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