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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
526
Tarbox Family Office
California
$3K -$591 -4 -13%
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SLF
528
Sun Life Financial
Ontario, Canada
$3K – – –
WB
529
West Bancorporation
Iowa
$3K – – –
BCA
530
Berman Capital Advisors
Georgia
$3K +$1.77K +12 +44%
PWMG
531
Prestige Wealth Management Group
New Jersey
$3K +$4.58K +31 New
WPA
532
West Paces Advisors
Georgia
$2.18K – – –
AF
533
Allworth Financial
California
$2K – – –
VCM
534
Versant Capital Management
Arizona
$2K – – –
ABC
535
Associated Banc-Corp
Wisconsin
$2K +$2.07K +14 New
BL
536
Balentine LLC
Georgia
$2K +$2.36K +16 New
RWA
537
Ropes Wealth Advisors
Massachusetts
$2K +$2.81K +19 New
FAM
538
Fred Alger Management
New York
$2K +$2.95K +20 New
AIM
539
Anchor Investment Management
South Carolina
$1.52K +$2.07K +14 New
CAM
540
ClariVest Asset Management
California
$1K – – –
PO
541
Private Ocean
California
$1K – – –
SC
542
Sawyer & Company
Massachusetts
$1K – – –
BBHC
543
Brown Brothers Harriman & Co
New York
$1K +$295 +2 +40%
CAN
544
Claraphi Advisory Network
United States
$1K +$738 +5 New
PW
545
Price Wealth
Texas
$1K +$1.18K +8 New
MWM
546
MBE Wealth Management
Wisconsin
$1K +$1.77K +12 New
EW
547
Evoke Wealth
California
$875 -$18.8K -127 -94%
RWM
548
Raffa Wealth Management
District of Columbia
$653 – – –
GEA
549
Glen Eagle Advisors
New Jersey
$109 – – –
GCM
550
Gates Capital Management
New York
– -$53M -312,666 Closed
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