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SNDK

Sandisk
SNDK

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1601
Northeast Investment Management
Massachusetts
$205K +$128K +90 New
PCS
1602
Private Client Services
Kentucky
$205K +$128K +90 New
RCWM
1603
Red Crane Wealth Management
California
$205K +$128K +90 New
RB
1604
Rodgers Brothers
Pennsylvania
$205K +$128K +90 New
FPGK
1605
Financial Partners Group (Kansas)
Kansas
$204K +$128K +90 New
CWS
1606
Cypress Wealth Services
California
$203K +$127K +89 New
IC
1607
Innealta Capital
Texas
$202K +$127K +89 New
JA
1608
JVL Associates
Michigan
$202K +$127K +89 New
TWM
1609
Triton Wealth Management
Arizona
$202K +$167K +117 New
CIAS
1610
CFS Investment Advisory Services
New Jersey
$201K +$164K +115 New
BTWM
1611
Baker Tilly Wealth Management
Wisconsin
$200K +$126K +88 New
CSIA
1612
Conrad Siegel Investment Advisors
Pennsylvania
$200K +$126K +88 New
SGFG
1613
Silver Grove Financial Group
New York
$200K +$126K +88 New
JWM
1614
JPL Wealth Management
Colorado
$196K -$2.85K -2 -2%
DIP
1615
DT Investment Partners
Pennsylvania
$189K – – –
NAC
1616
NI Acquisitions Company
Pennsylvania
$189K +$118K +83 New
PWMG
1617
Prestige Wealth Management Group
New Jersey
$186K +$117K +82 New
KFAS
1618
Keating Financial Advisory Services
Kansas
$184K +$18.6K +13 +19%
HBW
1619
Hazlett, Burt & Watson
West Virginia
$183K +$12.8K +9 +13%
FFO
1620
Fortitude Family Office
Arizona
$180K +$18.6K +13 +20%
SHIM
1621
Stone House Investment Management
Pennsylvania
$180K +$89.9K +63 +394%
NS
1622
NBC Securities
Alabama
$180K +$64.2K +45 +132%
AG
1623
AmeriFlex Group
Nevada
$177K +$37.1K +26 +50%
TCIIS
1624
TIAA-CREF Individual & Institutional Services
New York
$177K +$111K +78 New
FC
1625
Fairscale Capital
New Hampshire
$175K +$110K +77 New
63 64
65
66 67