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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
726
CoreFirst Bank & Trust
Kansas
$34.3K – – –
AF
727
Advisornet Financial
Minnesota
$34.3K +$4.14K +16 +16%
LC
728
Lindbrook Capital
California
$32.9K +$518 +2 +2%
RCM
729
Raleigh Capital Management
North Carolina
$30.2K +$4.4K +17 +19%
TH
730
TCTC Holdings
Texas
$30K – – –
UIA
731
Ulland Investment Advisors
Minnesota
$29K – – –
VWM
732
Valley Wealth Managers
New Jersey
$28.8K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$28.5K +$2.85K +11 +13%
SWM
734
Spire Wealth Management
Virginia
$27.1K -$12.9K -50 -35%
DIP
735
DT Investment Partners
Pennsylvania
$26.7K – – –
WT
736
Whittier Trust
California
$25.9K – – –
GG
737
Gleason Group
Kentucky
$24.5K – – –
PCFFS
738
Pacific Center for Financial Services
California
$23.1K – – –
LFG
739
Larson Financial Group
Missouri
$22.5K +$20.2K +78 New
HWA
740
HHM Wealth Advisors
Tennessee
$21.6K – – –
DF
741
DecisionPoint Financial
Arizona
$21.3K – – –
CCM
742
Copeland Capital Management
Pennsylvania
$20.5K -$6.21K -24 -25%
SSG
743
Summit Securities Group
New York
$20K -$9.32K -36 -34%
SIC
744
Salem Investment Counselors
North Carolina
$19K – – –
RTC
745
Riverview Trust Company
Washington
$18.4K – – –
NIC
746
Northwest Investment Counselors
Oregon
$17.3K – – –
UB
747
UMB Bank
Missouri
$16.4K +$259 +1 +2%
ACA
748
Atlas Capital Advisors
Wyoming
$16.1K – – –
FCMT
749
Founders Capital Management (Texas)
Texas
$15.3K – – –
CPG
750
Cornerstone Planning Group
New Jersey
$15K +$13.5K +52 New
28 29
30
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