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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
726
Sovran Advisors
California
$256K +$29.4K +86 +14%
KFA
727
Krane Funds Advisors
New York
$255K -$17.4K -51 -6%
WANY
728
Wealthspire Advisors (New York)
New York
$255K +$127K +370 +100%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$254K +$7.52K +22 +3%
MB
730
MidFirst Bank
Oklahoma
$254K +$252K +737 New
KCM
731
Kathmere Capital Management
Pennsylvania
$251K +$50.3K +147 +25%
CNTOF
732
Canandaigua National Trust of Florida
New York
$250K +$2.39K +7 +1%
BWP
733
BSW Wealth Partners
Colorado
$250K +$14.4K +42 +6%
SAM
734
Strategy Asset Managers
California
$249K – – –
GWM
735
Gibbs Wealth Management
Georgia
$247K -$18.1K -53 -7%
VPF
736
Vantage Point Financial
Illinois
$247K +$3.76K +11 +2%
BAM
737
BTS Asset Management
Massachusetts
$244K -$5.13K -15 -2%
SAM
738
Silvercrest Asset Management
New York
$243K – – –
S
739
SimplyRich
California
$242K +$684 +2 +0.3%
RFN
740
RDA Financial Network
Iowa
$242K -$4.79K -14 -2%
VI
741
Versor Investments
New York
$242K -$68K -199 -22%
PFG
742
PAX Financial Group
Texas
$240K -$21.9K -64 -8%
DILIC
743
Dai-ichi Life Insurance Company
Japan
$240K +$238K +697 New
SCA
744
Stonebridge Capital Advisors
Minnesota
$238K -$34.2K -100 -13%
KCIC
745
Kuhn & Co Investment Counsel
Illinois
$238K -$267K -780 -53%
HAG
746
HighPoint Advisor Group
Illinois
$238K -$254K -743 -52%
WTC
747
WhitTier Trust Company
Nevada
$234K – – –
OCA
748
OpenArc Corporate Advisory
Georgia
$234K +$232K +678 New
KFS
749
Kelly Financial Services
Massachusetts
$233K -$18.5K -54 -7%
FB
750
Fulton Bank
Pennsylvania
$233K +$1.37K +4 +0.6%
28 29
30
31 32