Stock Transactions — SECURITY NATL FINL CORP

Total Bought
242,543
35 transactions
Total Sold
271,342
22 transactions
Net
-28,799
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
AMERIPRISE FINANCIAL INC646,319730,502+84,1830.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP767,946793,553+25,6070.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC022,040+22,0400.000.00+0.00buy
BlackRock, Inc.919,255936,413+17,1580.000.00+0.00buy
STATE STREET CORP156,783172,462+15,6790.000.00+0.00buy
CITADEL ADVISORS LLC34,60850,275+15,6670.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/012,016+12,0160.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC373,742384,301+10,5590.000.00+0.00buy
Callan Family Office, LLC010,026+10,0260.000.00+0.00buy
Empowered Funds, LLC82,47090,859+8,3890.010.01-0.00buy
NORTHERN TRUST CORP138,154144,142+5,9880.000.00+0.00buy
DEUTSCHE BANK AG\13,18117,755+4,5740.000.00+0.00buy
Tower Research Capital LLC (TRC)1,2043,818+2,6140.000.00+0.00buy
FMR LLC1,8274,235+2,4080.000.00+0.00buy
CWM, LLC4222,013+1,5910.000.00+0.00buy
Bank of New York Mellon Corp35,72637,257+1,5310.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP0698+6980.000.00+0.00buy
Russell Investments Group, Ltd.2,1862,854+6680.000.00+0.00buy
CITIGROUP INC370756+3860.000.00+0.00buy
Invesco Ltd.16,97317,163+1900.000.00+0.00buy
GAMMA Investing LLC82270+1880.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,4037,573+1700.000.00-0.00buy
EverSource Wealth Advisors, LLC4187+460.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC040+400.000.00+0.00buy
Covestor Ltd036+360.000.000.00buy
Allworth Financial LP438+340.000.00+0.00buy
Transamerica Financial Advisors, LLC023+230.000.00+0.00buy
EP Wealth Advisors, LLC63,86963,877+80.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC3542+70.000.00+0.00buy
IFP Advisors, Inc139144+50.000.00+0.00buy
True Wealth Design, LLC05+50.000.00+0.00buy
Root Financial Partners, LLC04+40.000.00+0.00buy
Farther Finance Advisors, LLC6,3826,385+30.000.00-0.00buy
MAI Capital Management45+10.000.00+0.00buy
Sunbelt Securities, Inc.12+10.000.00+0.00buy
Ameritas Investment Partners, Inc.1,5781,57800.000.00+0.00hold
RBF Capital, LLC303,534303,53400.120.14+0.02hold
EVERGREEN CAPITAL MANAGEMENT LLC39,29139,29100.010.01+0.00hold
Lunt Capital Management, Inc.17,97217,97200.060.07+0.00hold
Physician Wealth Advisors, Inc.52,37652,37600.070.07+0.00hold
CoreFirst Bank & Trust35335300.000.00+0.00hold
SBI Securities Co., Ltd.1100.000.00+0.00hold
Nuveen, LLC22,26222,26200.000.00+0.00hold
Police & Firemen's Retirement System of New Jersey3,1473,14700.000.00+0.00hold
Legal & General Group Plc1,3901,39000.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND8,5058,50500.000.00+0.00hold
HSBC HOLDINGS PLC20,87420,87400.000.00+0.00hold
NISA INVESTMENT ADVISORS, LLC1100.000.00+0.00hold
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,000880-1200.000.00-0.00sell
RHUMBLINE ADVISERS11,27011,120-1500.000.00+0.00sell
BNP PARIBAS FINANCIAL MARKETS3,8733,712-1610.000.00+0.00sell
Sterling Capital Management LLC937538-3990.000.00-0.00sell
AMALGAMATED BANK5110-5110.000.00-0.00sell
LHM, INC.718,033717,508-5252.412.68+0.27sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC46,43044,454-1,9760.000.00-0.00sell
RITHOLTZ WEALTH MANAGEMENT23,17520,889-2,2860.000.00-0.00sell
MetLife Investment Management, LLC9,4124,541-4,8710.000.00-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,84125,580-8,2610.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC211,640203,240-8,4000.000.00+0.00sell
Squarepoint Ops LLC11,2330-11,2330.000.00-0.00sell
WELLS FARGO & COMPANY/MN18,4576,263-12,1940.000.00-0.00sell
MILLENNIUM MANAGEMENT LLC33,20420,736-12,4680.000.00-0.00sell
Black Maple Capital Management LP24,07811,311-12,7670.160.08-0.08sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,38212,599-13,7830.000.00-0.00sell
JPMORGAN CHASE & CO16,5320-16,5320.000.00-0.00sell
BARCLAYS PLC61,94740,353-21,5940.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC161,800133,415-28,3850.000.00-0.00sell
M3F, Inc.2,233,6482,198,648-35,0005.535.17-0.36sell
GOLDMAN SACHS GROUP INC152,804114,991-37,8130.000.00-0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC320,659278,746-41,9130.060.05-0.01sell
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