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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
Channel Wealth
California
$241K – – –
HPC
702
HM Payson & Co
Maine
$238K +$68.7K +216 +39%
AMBIA
703
Allen Mooney & Barnes Investment Advisors
Georgia
$238K +$954 +3 +0.4%
RBI
704
Raiffeisen Bank International
Austria
$238K -$21.3K -67 -8%
MIM
705
Morningstar Investment Management
Illinois
$236K +$241K +759 New
MPM
706
MBB Public Markets
Illinois
$234K -$55.7K -175 -19%
MHIC
707
Marble Harbor Investment Counsel
Massachusetts
$233K – – –
BIG
708
Brooklyn Investment Group
New York
$233K +$66.8K +210 +39%
OIA
709
OneDigital Investment Advisors
Kansas
$229K -$41.7K -131 -15%
NIM
710
NEOS Investment Management
Connecticut
$229K +$1.27K +4 +0.5%
SAM
711
Silvercrest Asset Management
New York
$229K – – –
PCS
712
Personal CFO Solutions
New Jersey
$227K -$2.23K -7 -0.9%
VFA
713
Valeo Financial Advisors
Indiana
$227K +$2.54K +8 +1%
RFN
714
RDA Financial Network
Iowa
$226K -$9.23K -29 -4%
SAM
715
Strategy Asset Managers
California
$225K – – –
PA
716
Pinnacle Associates
New York
$225K -$5.41K -17 -2%
DBIA
717
Dumont & Blake Investment Advisors
New Jersey
$224K – – –
CNTOF
718
Canandaigua National Trust of Florida
New York
$224K +$1.59K +5 +0.7%
DWT
719
Dorsey & Whitney Trust
South Dakota
$223K -$12.1K -38 -5%
GS
720
GTS Securities
Florida
$222K -$636 -2 -0.3%
PFM
721
Patton Fund Management
Texas
$222K +$227K +712 New
VSQM
722
V-Square Quantitative Management
Illinois
$221K +$22K +69 +11%
CFM
723
Catalyst Funds Management
Australia
$220K +$225K +706 New
FAN
724
Financial Advisors Network
California
$219K +$8.91K +28 +4%
BBW
725
Blue Barn Wealth
Utah
$219K +$954 +3 +0.4%
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