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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Mission Wealth Management
California
$247K +$232K +613 New
SF
777
Summit Financial
New Jersey
$246K +$11.7K +31 +5%
VAM
778
Virtue Asset Management
Illinois
$246K – – –
BAM
779
Berkshire Asset Management
Pennsylvania
$246K +$378 +1 +0.2%
TCTWM
780
Three Cord True Wealth Management
Pennsylvania
$244K – – –
TP
781
TritonPoint Partners
Maryland
$243K +$228K +604 New
DT
782
DV Trading
Illinois
$241K -$30.2K -80 -12%
TT
783
TI-Trust
Illinois
$241K – – –
VIP
784
Viewpoint Investment Partners
Alberta, Canada
$241K +$227K +600 New
TW
785
TritonPoint Wealth
Maryland
$240K -$125K -331 -36%
SFS
786
Sowell Financial Services
Arkansas
$238K +$2.27K +6 +1%
IWA
787
IBEX Wealth Advisors
New Jersey
$238K -$390K -1,033 -64%
SOW
788
State of Wyoming
Wyoming
$237K +$16.3K +43 +8%
DBIA
789
Dumont & Blake Investment Advisors
New Jersey
$237K -$8.69K -23 -4%
TCM
790
Traynor Capital Management
Pennsylvania
$237K – – –
MYIA
791
Mount Yale Investment Advisors
Colorado
$236K +$756 +2 +0.3%
BW
792
BXM Wealth
Colorado
$233K +$219K +580 New
CA
793
Continuum Advisory
Idaho
$230K +$216K +572 New
CAM
794
Claret Asset Management
Quebec, Canada
$228K +$214K +567 New
HIC
795
Hamrick Investment Counsel
Washington
$227K -$16.6K -44 -7%
EA
796
Everpar Advisors
Oklahoma
$225K +$1.13K +3 +0.5%
5NPW
797
55 North Private Wealth
Florida
$225K +$211K +559 New
LI
798
Louisbourg Investments
New Brunswick, Canada
$221K -$15.1K -40 -7%
ONB
799
Old National Bancorp
Indiana
$220K +$206K +546 New
SAM
800
Silvercrest Asset Management
New York
$219K -$60.5K -160 -23%
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