CUSIP 808516306
BALANCED POOL
6 institutions · $1.7M total · 21,616 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10,965 | $948.1K | 50.72% | 2024-09-30 |
| 2 | MFA Wealth Advisors, LLC | 4,420 | $382.2K | 20.44% | 2024-09-30 |
| 3 | Westside Investment Management, Inc. | 1,898 | $187.7K | 8.78% | 2025-12-31 |
| 4 | Kohmann Bosshard Financial Services, LLC | 851 | $84.0K | 3.93% | 2025-12-31 |
| 5 | Eagle Bay Advisors LLC | 770 | $66.6K | 3.56% | 2024-09-30 |
| 6 | RE Dickinson Investment Advisors, LLC | 2,712 | $194 | 12.54% | 2023-09-30 |