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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
626
Optas LLC
Texas
$494K +$26.1K +69 +6%
HP
627
Haven Private
Florida
$491K -$19.3K -51 -4%
CI
628
Corient IA
Florida
$491K – – –
MWM
629
Mattern Wealth Management
Kansas
$491K -$11K -29 -2%
ACS
630
Archford Capital Strategies
Illinois
$487K -$13.6K -36 -3%
BRWA
631
B. Riley Wealth Advisors
Florida
$483K -$41.6K -110 -8%
FA
632
FSA Advisors
Michigan
$483K +$112K +297 +33%
CA
633
Centerpoint Advisors
Massachusetts
$482K – – –
OAM
634
Ostrum Asset Management
France
$479K – – –
SOAM
635
SBI Okasan Asset Management
Japan
$478K -$302K -800 -40%
IP
636
Isthmus Partners
Wisconsin
$477K +$37K +98 +9%
FNWA
637
Financial Network Wealth Advisors
Utah
$477K -$59.3K -157 -12%
LIM
638
Leavell Investment Management
Alabama
$476K – – –
CCA
639
Childress Capital Advisors
Texas
$475K +$26.8K +71 +6%
ZBNA
640
Zions Bancorporation, National Association
Utah
$475K +$61.6K +163 +16%
QCG
641
Quadrant Capital Group
Ohio
$473K – – –
CPC
642
Cookson Peirce & Co
Pennsylvania
$470K +$18.9K +50 +4%
BCM
643
Brookstone Capital Management
Illinois
$469K -$104K -274 -19%
WC
644
Waterloo Capital
Texas
$466K +$438K +1,158 New
EI
645
Ellevest Inc
New York
$465K +$102K +271 +31%
SGK
646
Steigerwald Gordon & Koch
Virginia
$461K +$9.45K +25 +2%
IA
647
IFP Advisors
Florida
$460K +$20.8K +55 +5%
SWP
648
Sagespring Wealth Partners
Tennessee
$457K +$16.6K +44 +4%
CCMG
649
Clark Capital Management Group
Pennsylvania
$456K -$32.5K -86 -7%
SO
650
STRS Ohio
Ohio
$451K -$39.7K -105 -9%
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