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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
751
Kelly Financial Services
Massachusetts
$274K +$3.78K +10 +1%
SQA
752
Simon Quick Advisors
New Jersey
$273K -$15.5K -41 -6%
GWM
753
Geneos Wealth Management
Colorado
$272K – – –
FB
754
Fulton Bank
Pennsylvania
$272K – – –
CFO
755
Callan Family Office
Pennsylvania
$270K +$17.4K +46 +7%
MWP
756
Madison Wealth Partners
Wisconsin
$268K +$5.29K +14 +2%
BAM
757
BTS Asset Management
Massachusetts
$265K +$249K +658 New
DWM
758
Diversify Wealth Management
Utah
$265K -$34.4K -91 -12%
DAS
759
Diversify Advisory Services
Utah
$265K +$246K +650 New
JWCA
760
J.W. Cole Advisors
Florida
$264K +$248K +657 New
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$264K +$248K +657 New
WTC
762
WhitTier Trust Company
Nevada
$263K -$1.13K -3 -0.5%
PCA
763
Pallas Capital Advisors
Massachusetts
$262K – – –
V
764
VeraBank
Texas
$262K – – –
PTP
765
Platform Technology Partners
New York
$260K +$245K +647 New
WAS
766
Wealth Advisory Solutions
Indiana
$260K +$244K +646 New
CWG
767
Cornerstone Wealth Group
North Carolina
$256K +$240K +636 New
WAM
768
Weatherly Asset Management
California
$256K – – –
SWM
769
Steinberganna Wealth Management
New York
$254K +$1.51K +4 +0.6%
NIM
770
Northeast Investment Management
Massachusetts
$252K – – –
KCM
771
Kennedy Capital Management
Missouri
$249K -$14.4K -38 -6%
MWM
772
Mission Wealth Management
California
$247K +$232K +613 New
SF
773
Summit Financial
New Jersey
$246K +$11.7K +31 +5%
VAM
774
Virtue Asset Management
Illinois
$246K – – –
BAM
775
Berkshire Asset Management
Pennsylvania
$246K +$378 +1 +0.2%
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