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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$233K +$116K +338 +100%
PNC
752
Park National Corp
Ohio
$233K – – –
DS
753
DRW Securities
Illinois
$233K +$3.76K +11 +2%
3IP
754
3Chopt Investment Partners
Virginia
$232K +$6.84K +20 +3%
PCM
755
Prelude Capital Management
New York
$231K +$229K +671 New
PFM
756
Patton Fund Management
Texas
$231K -$14.7K -43 -6%
BPA
757
Beacon Pointe Advisors
California
$230K +$228K +667 New
ADL
758
Asset Dedication LLC
California
$230K – – –
AFG
759
Atomi Financial Group
New York
$230K +$15K +44 +7%
FWA
760
FSM Wealth Advisors
Ohio
$229K +$4.1K +12 +2%
PCS
761
Personal CFO Solutions
New Jersey
$229K -$11.3K -33 -5%
PA
762
Parallel Advisors
California
$228K +$18.5K +54 +9%
KCM
763
Kennedy Capital Management
Missouri
$228K – – –
CFB
764
Cullen/Frost Bankers
Texas
$225K +$77.6K +227 +53%
V
765
VeraBank
Texas
$225K – – –
MWP
766
Madison Wealth Partners
Wisconsin
$224K -$49.2K -144 -18%
IWN
767
Independent Wealth Network
Iowa
$223K -$684 -2 -0.3%
SIS
768
Sound Income Strategies
Florida
$223K +$211K +616 New
DTL
769
Dynamic Technology Lab
Singapore
$222K +$220K +643 New
PVI
770
Pine Valley Investments
New Jersey
$221K -$5.81K -17 -3%
ME
771
McIlrath & Eck
Washington
$220K – – –
WAM
772
Weatherly Asset Management
California
$219K – – –
WPC
773
Wedmont Private Capital
Pennsylvania
$219K +$212K +620 New
NIM
774
Northeast Investment Management
Massachusetts
$215K – – –
SWM
775
Steinberganna Wealth Management
New York
$215K +$1.37K +4 +0.6%
29 30
31
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