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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
801
Asset Dedication LLC
California
$216K -$49.1K -130 -19%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$216K +$203K +536 New
CC
803
Courier Capital
New York
$215K +$202K +535 New
VRM
804
Vectors Research Management
New York
$215K +$202K +535 New
WC
805
Wynn Capital
Georgia
$215K +$202K +535 New
WIM
806
WealthPlan Investment Management
Nebraska
$213K +$200K +530 New
CFB
807
Cullen/Frost Bankers
Texas
$212K -$49.1K -130 -20%
DWP
808
Destiny Wealth Partners
Florida
$210K +$193K +511 New
LCGC
809
Legacy Capital Group California
California
$209K +$197K +520 New
PK
810
Pflug Koory
Nebraska
$209K – – –
MFA
811
Mayflower Financial Advisors
Massachusetts
$209K +$196K +518 New
VA
812
VestGen Advisors
Illinois
$208K +$195K +517 New
CFG
813
Citizens Financial Group
Rhode Island
$207K +$195K +515 New
KCM
814
Kornitzer Capital Management
Kansas
$205K +$193K +510 New
RIG
815
RiverFront Investment Group
Virginia
$205K +$192K +509 New
ANBT
816
American National Bank & Trust
Texas
$204K -$3.78K -10 -2%
WRPWM
817
Werba Rubin Papier Wealth Management
California
$203K -$47.6K -126 -20%
PCS
818
Personal CFO Solutions
New Jersey
$203K +$191K +505 New
HBW
819
Hazlett, Burt & Watson
West Virginia
$202K – – –
PA
820
Profund Advisors
Maryland
$202K +$189K +501 New
TWP
821
Tower Wealth Partners
Pennsylvania
$202K +$189K +501 New
FDP
822
Financiere des Professionnels
Quebec, Canada
$201K – – –
CA
823
Capital Advantage
California
$201K +$189K +500 New
FNFDCM
824
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$201K +$189K +500 New
GF
825
Gabelli Funds
New York
$201K +$189K +500 New
31 32
33
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