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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
651
Portfolio Design Labs
California
$313K +$111K +348 +53%
WA
652
WBH Advisory
Maryland
$311K – – –
BIA
653
Beacon Investment Advisors
Maryland
$310K +$1.27K +4 +0.4%
TW
654
TritonPoint Wealth
Maryland
$309K -$636 -2 -0.2%
SAM
655
Smartleaf Asset Management
Massachusetts
$308K +$16.9K +53 +6%
ETC
656
Exchange Traded Concepts
Oklahoma
$307K +$12.4K +39 +4%
FFA
657
Founders Financial Alliance
North Carolina
$306K +$3.18K +10 +1%
LWAM
658
Legacy Wealth Asset Management
Minnesota
$305K -$2.86K -9 -0.9%
SCI
659
Silver Coast Investments
United States
$304K -$2.23K -7 -0.7%
MA
660
MCF Advisors
Kentucky
$304K -$93.5K -294 -23%
VVP
661
Venture Visionary Partners
Ohio
$304K +$1.91K +6 +0.6%
JWM
662
Jessup Wealth Management
Ohio
$303K – – –
JF
663
Joule Financial
Kentucky
$300K +$111K +349 +57%
JSSH
664
J. Safra Sarasin Holding
$296K -$2.69M -8,457 -90%
PS
665
Planned Solutions
California
$296K – – –
CPW
666
Crestmont Private Wealth
Texas
$296K +$1.91K +6 +0.6%
CA
667
CoreCap Advisors
Michigan
$296K -$15K -47 -5%
PAM
668
Panagora Asset Management
Massachusetts
$295K -$160K -503 -35%
GT
669
Greenleaf Trust
Michigan
$293K -$19.7K -62 -6%
GWM
670
Gibbs Wealth Management
Georgia
$293K +$71.9K +226 +32%
PWP
671
Phillips Wealth Planners
Mississippi
$292K -$17.8K -56 -6%
GG
672
Gleason Group
Kentucky
$289K +$268K +841 +945%
TCBWMS
673
Texas Capital Bank Wealth Management Services
Texas
$289K – – –
MSFS
674
Main Street Financial Solutions
Pennsylvania
$288K +$1.91K +6 +0.7%
NSIM
675
North Star Investment Management
Illinois
$286K – – –
25 26
27
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