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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
801
GeoWealth Management
Illinois
$218K +$5.29K +14 +3%
BTD
802
BankPlus Trust Department
Mississippi
$218K – – –
FWTB
803
First Western Trust Bank
Colorado
$217K +$204K +540 New
SIS
804
Sound Income Strategies
Florida
$216K -$29.5K -78 -13%
ADL
805
Asset Dedication LLC
California
$216K -$49.1K -130 -19%
FTWA
806
Fifth Third Wealth Advisors
Ohio
$216K +$203K +536 New
CC
807
Courier Capital
New York
$215K +$202K +535 New
VRM
808
Vectors Research Management
New York
$215K +$202K +535 New
WC
809
Wynn Capital
Georgia
$215K +$202K +535 New
AR
810
Altar Rock
New York
$214K +$201K +533 New
WIM
811
WealthPlan Investment Management
Nebraska
$213K +$200K +530 New
CFB
812
Cullen/Frost Bankers
Texas
$212K -$49.1K -130 -20%
DWP
813
Destiny Wealth Partners
Florida
$210K +$193K +511 New
LCGC
814
Legacy Capital Group California
California
$209K +$197K +520 New
PK
815
Pflug Koory
Nebraska
$209K – – –
MFA
816
Mayflower Financial Advisors
Massachusetts
$209K +$196K +518 New
VA
817
VestGen Advisors
Illinois
$208K +$195K +517 New
CFG
818
Citizens Financial Group
Rhode Island
$207K +$195K +515 New
KCM
819
Kornitzer Capital Management
Kansas
$205K +$193K +510 New
RIG
820
RiverFront Investment Group
Virginia
$205K +$192K +509 New
ANBT
821
American National Bank & Trust
Texas
$204K -$3.78K -10 -2%
WRPWM
822
Werba Rubin Papier Wealth Management
California
$203K -$47.6K -126 -20%
PCS
823
Personal CFO Solutions
New Jersey
$203K +$191K +505 New
HBW
824
Hazlett, Burt & Watson
West Virginia
$202K – – –
PA
825
Profund Advisors
Maryland
$202K +$189K +501 New
31 32
33
34 35