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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
701
Patton Fund Management
Texas
$247K – – –
BAM
702
BTS Asset Management
Massachusetts
$246K +$232K +710 New
BAAM
703
Baker Avenue Asset Management
California
$245K +$231K +706 New
SAM
704
Silvercrest Asset Management
New York
$244K -$9.82K -30 -4%
VPF
705
Vantage Point Financial
Illinois
$244K +$1.96K +6 +0.9%
BBW
706
Blue Barn Wealth
Utah
$244K – – –
S
707
SimplyRich
California
$243K -$327 -1 -0.1%
BCCM
708
Bridge Creek Capital Management
Massachusetts
$243K – – –
PCS
709
Personal CFO Solutions
New Jersey
$241K -$11.1K -34 -5%
TFA
710
Transamerica Financial Advisors
Florida
$238K +$172K +525 +322%
AG
711
Ascent Group
Virginia
$238K -$275K -840 -55%
BWP
712
BSW Wealth Partners
Colorado
$237K +$224K +683 New
PNC
713
Park National Corp
Ohio
$234K -$62.9K -192 -22%
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$234K +$7.2K +22 +3%
OIA
715
OneDigital Investment Advisors
Kansas
$234K -$20.3K -62 -8%
FB
716
Fulton Bank
Pennsylvania
$233K -$42.6K -130 -16%
ADL
717
Asset Dedication LLC
California
$231K – – –
DS
718
DRW Securities
Illinois
$230K +$217K +664 New
KCM
719
Kennedy Capital Management
Missouri
$229K – – –
PVI
720
Pine Valley Investments
New Jersey
$228K -$7.86K -24 -4%
WTC
721
WhitTier Trust Company
Nevada
$228K – – –
3IP
722
3Chopt Investment Partners
Virginia
$227K +$214K +654 New
FWA
723
FSM Wealth Advisors
Ohio
$227K +$1.31K +4 +0.6%
V
724
VeraBank
Texas
$226K – – –
BIG
725
Brooklyn Investment Group
New York
$226K -$7.53K -23 -3%
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