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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
701
Cary Street Partners Investment Advisory
Virginia
$248K +$5.89K +18 +3%
PFM
702
Patton Fund Management
Texas
$247K – – –
BAM
703
BTS Asset Management
Massachusetts
$246K +$232K +710 New
BAAM
704
Baker Avenue Asset Management
California
$245K +$231K +706 New
SAM
705
Silvercrest Asset Management
New York
$244K -$9.82K -30 -4%
VPF
706
Vantage Point Financial
Illinois
$244K +$1.96K +6 +0.9%
BBW
707
Blue Barn Wealth
Utah
$244K – – –
S
708
SimplyRich
California
$243K -$327 -1 -0.1%
BCCM
709
Bridge Creek Capital Management
Massachusetts
$243K – – –
PCS
710
Personal CFO Solutions
New Jersey
$241K -$11.1K -34 -5%
TFA
711
Transamerica Financial Advisors
Florida
$238K +$172K +525 +322%
AG
712
Ascent Group
Virginia
$238K -$275K -840 -55%
BWP
713
BSW Wealth Partners
Colorado
$237K +$224K +683 New
PNC
714
Park National Corp
Ohio
$234K -$62.9K -192 -22%
LNWWM
715
Laird Norton Wetherby Wealth Management
California
$234K +$7.2K +22 +3%
OIA
716
OneDigital Investment Advisors
Kansas
$234K -$20.3K -62 -8%
FB
717
Fulton Bank
Pennsylvania
$233K -$42.6K -130 -16%
ADL
718
Asset Dedication LLC
California
$231K – – –
DS
719
DRW Securities
Illinois
$230K +$217K +664 New
KCM
720
Kennedy Capital Management
Missouri
$229K – – –
PVI
721
Pine Valley Investments
New Jersey
$228K -$7.86K -24 -4%
WTC
722
WhitTier Trust Company
Nevada
$228K – – –
3IP
723
3Chopt Investment Partners
Virginia
$227K +$214K +654 New
FWA
724
FSM Wealth Advisors
Ohio
$227K +$1.31K +4 +0.6%
V
725
VeraBank
Texas
$226K – – –
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