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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
551
Ironwood Financial
Arizona
$751K – – –
VWM
552
Venturi Wealth Management
Texas
$742K +$50.7K +134 +8%
EDRH
553
Edmond de Rothschild Holding
Switzerland
$730K +$686K +1,814 New
MA
554
MCF Advisors
Kentucky
$720K +$78.2K +207 +13%
EHC
555
Everett Harris & Co
California
$716K – – –
GT
556
Glenview Trust
Kentucky
$712K +$15.1K +40 +2%
CFG
557
Carter Financial Group
Illinois
$706K +$3.02K +8 +0.5%
JRPIM
558
Journey Retirement Planning & Investment Management
Idaho
$698K -$53.7K -142 -8%
GI
559
GAMCO Investors
Connecticut
$695K – – –
ZIC
560
ZWJ Investment Counsel
Georgia
$691K -$3.4K -9 -0.5%
ATC
561
Argent Trust Co
Tennessee
$686K +$16.3K +43 +3%
GAM
562
Groupama Asset Management
France
$680K – – –
BHC
563
Bowen Hanes & Co
Florida
$679K – – –
FPCG
564
Forum Private Client Group
Indiana
$678K +$4.16K +11 +0.7%
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$669K – – –
DIM
566
Delta Investment Management
California
$664K – – –
EB
567
Eastern Bank
Massachusetts
$664K – – –
APA
568
Astoria Portfolio Advisors
New York
$660K +$52.9K +140 +9%
MAM
569
Mullooly Asset Management
New Jersey
$659K +$3.02K +8 +0.5%
MLL
570
Moody Lynn & Lieberson
Massachusetts
$659K +$7.18K +19 +1%
JFG
571
Jefferies Financial Group
New York
$656K -$169K -447 -22%
VV
572
Verity & Verity
South Carolina
$651K +$27.2K +72 +5%
SCM
573
Sterling Capital Management
North Carolina
$649K -$80.9K -214 -12%
EAM
574
Eventide Asset Management
Massachusetts
$649K +$76K +201 +14%
GIM
575
Goelzer Investment Management
Indiana
$644K – – –
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