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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Prelude Capital Management
New York
$263K +$278K +1,030 New
BMSSC
602
B. Metzler seel. Sohn & Co
Germany
$262K – – –
PNC
603
Park National Corp
Ohio
$261K – – –
BWM
604
Blossom Wealth Management
California
$261K +$2.7K +10 +1%
PCS
605
Personal CFO Solutions
New Jersey
$259K -$3.78K -14 -1%
FL
606
Fort LP
Maryland
$256K -$20.3K -75 -7%
WA
607
WBH Advisory
Maryland
$255K – – –
CA
608
Centerpoint Advisors
Massachusetts
$255K – – –
CDH
609
Charles D. Hyman
$254K – – –
LCWP
610
Legacy Capital Wealth Partners
Arkansas
$250K +$265K +980 New
KFS
611
Kaizen Financial Strategies
California
$250K – – –
BIA
612
Beacon Investment Advisors
Maryland
$247K +$1.89K +7 +0.7%
PWP
613
Phillips Wealth Planners
Mississippi
$247K -$2.16K -8 -0.8%
BFM
614
Boothbay Fund Management
New York
$245K -$1.36M -5,031 -84%
2L
615
25 LLC
Missouri
$244K – – –
BL
616
Balentine LLC
Georgia
$244K -$13K -48 -5%
DWM
617
Dakota Wealth Management
Florida
$242K -$164K -606 -39%
SA
618
Syntax Advisors
New York
$241K +$255K +943 New
VCG
619
Vantage Consulting Group
Virginia
$241K +$255K +943 New
KTA
620
Keeley-Teton Advisors
Illinois
$239K – – –
CAM
621
Crestone Asset Management
Colorado
$239K +$253K +936 New
MWPCG
622
Measured Wealth Private Client Group
New Hampshire
$237K – – –
NSIM
623
North Star Investment Management
Illinois
$237K – – –
BP
624
Ballentine Partners
Massachusetts
$230K +$811 +3 +0.3%
FC
625
Fulcrum Capital
Washington
$228K – – –
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25
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