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Sonic Automotive

Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$1.51K – – –
KFAS
202
Keating Financial Advisory Services
Kansas
$1.44K +$749 +12 +133%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$1.32K +$437 +7 +54%
TWD
204
True Wealth Design
Ohio
$1.3K -$437 -7 -27%
PWA
205
Physician Wealth Advisors
Utah
$1.17K – – –
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$1.1K +$187 +3 +23%
Huntington National Bank
207
Huntington National Bank
Ohio
$891 – – –
FFO
208
Fortitude Family Office
Arizona
$891 +$624 +10 +333%
JWA
209
JFS Wealth Advisors
Pennsylvania
$825 -$187 -3 -20%
Osaic Holdings
210
Osaic Holdings
Arizona
$823 – – –
IFP Advisors
211
IFP Advisors
Florida
$754 +$125 +2 +22%
Farmers & Merchants Investments Inc
212
Farmers & Merchants Investments Inc
Nebraska
$686 – – –
SS
213
Sunbelt Securities
Texas
$617 +$62 +1 +13%
IPS
214
Investors Portfolio Services
Washington
$540 +$437 +7 New
MassMutual Private Wealth & Trust
215
MassMutual Private Wealth & Trust
Connecticut
$480 -$2K -32 -82%
Advisory Services Network
216
Advisory Services Network
Georgia
$480 +$437 +7 New
SIC
217
SJS Investment Consulting
Ohio
$343 +$187 +3 +150%
GWM
218
Gilpin Wealth Management
Colorado
$275 +$187 +3 +300%
AW
219
Ankerstar Wealth
Texas
$206 +$62 +1 +50%
DPW
220
DiNuzzo Private Wealth
Pennsylvania
$138 -$62 -1 -33%
HIA
221
HFM Investment Advisors
New Jersey
$137 – – –
SignatureFD
222
SignatureFD
Georgia
$137 – – –
CW
223
Curio Wealth
Maryland
$69 +$62 +1 New
GIA
224
GHP Investment Advisors
Colorado
$69 +$62 +1 New
BHWM
225
Bay Harbor Wealth Management
Maryland
$68 – – –