CUSIP 808516843
CONSERVATIVE POOL
4 institutions · $556.4K total · 28,827 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | 22,853 | $490.4K | 79.27% | 2025-12-31 |
| 2 | Kohmann Bosshard Financial Services, LLC | 3,039 | $62.5K | 10.54% | 2025-12-31 |
| 3 | MFA Wealth Advisors, LLC | 177 | $3.5K | 0.61% | 2024-09-30 |
| 4 | Coston, McIsaac & Partners | 2,758 | $58 | 9.56% | 2025-12-31 |