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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
AE Wealth Management
Kansas
$349K +$6.41K +19 +2%
MAS
627
Meeder Advisory Services
Ohio
$347K +$34.8K +103 +11%
RWM
628
Ritholtz Wealth Management
New York
$347K +$11.8K +35 +4%
MSWM
629
Master's Wealth Management
Pennsylvania
$345K +$343K +1,016 New
GT
630
Greenleaf Trust
Michigan
$344K +$10.1K +30 +3%
WA
631
WBH Advisory
Maryland
$339K – – –
CFM
632
Catalyst Funds Management
Australia
$339K +$338K +1,000 New
LWAM
633
Legacy Wealth Asset Management
Minnesota
$339K -$79.7K -236 -19%
LA
634
Lane & Associates
New Jersey
$336K -$4.39K -13 -1%
BIA
635
Beacon Investment Advisors
Maryland
$336K +$1.01K +3 +0.3%
SCI
636
Silver Coast Investments
United States
$335K -$7.42K -22 -2%
VCM
637
Voleon Capital Management
California
$331K +$329K +975 New
JWM
638
Jessup Wealth Management
Ohio
$330K – – –
HCM
639
Howard Capital Management
Georgia
$328K +$326K +967 New
PWP
640
Phillips Wealth Planners
Mississippi
$328K -$3.04K -9 -0.9%
FB
641
Fulton Bank
Pennsylvania
$328K -$15.2K -45 -4%
PS
642
Planned Solutions
California
$323K +$16.9K +50 +6%
TPW
643
Talon Private Wealth
Florida
$317K +$315K +934 New
TCBWMS
644
Texas Capital Bank Wealth Management Services
Texas
$317K – – –
SCA
645
Stonebridge Capital Advisors
Minnesota
$316K – – –
CA
646
CoreCap Advisors
Michigan
$316K +$21.9K +65 +8%
APA
647
Astoria Portfolio Advisors
New York
$316K -$8.78K -26 -3%
MSFS
648
Main Street Financial Solutions
Pennsylvania
$315K +$1.35K +4 +0.4%
TW
649
TritonPoint Wealth
Maryland
$315K – – –
NSIM
650
North Star Investment Management
Illinois
$312K +$3.71K +11 +1%
24 25
26
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