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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
551
Global Retirement Partners
California
$8K -$2.06K -13 -21%
CBT
552
Capital Bank & Trust
California
$8K +$7.78K +49 New
CFA
553
Carroll Financial Associates
North Carolina
$7K – – –
PFSC
554
Peoples Financial Services Corp
Pennsylvania
$7K – – –
EWM
555
Executive Wealth Management
Michigan
$6K -$72.6K -457 -92%
IA
556
IFP Advisors
Florida
$6K -$27.3K -172 -83%
SIAP
557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K -$5.24K -33 -6%
SFG
558
SevenBridge Financial Group
Pennsylvania
$6K – – –
DWM
559
Destination Wealth Management
California
$6K +$6.19K +39 New
CFG
560
Citizens Financial Group
Rhode Island
$5K -$1.43K -9 -21%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$5K -$159 -1 -3%
FC
562
Ferris Capital
Massachusetts
$5K – – –
SMFS
563
Squar Milner Financial Services
California
$5K – – –
NFG
564
Next Financial Group
Texas
$5K +$2.54K +16 +145%
AIA
565
Alera Investment Advisors
Illinois
$5K +$3.81K +24 +300%
NFH
566
NEXT Financial Holdings
Texas
$5K +$4.29K +27 New
LWA
567
Lenox Wealth Advisors
New York
$5K +$5.24K +33 New
ACS
568
Archford Capital Strategies
Illinois
$4K – – –
CAW
569
Cornerstone Advisors (Washington)
Washington
$4K – – –
SWM
570
SeaCrest Wealth Management
New York
$4K – – –
KFS
571
Kelly Financial Services
Massachusetts
$3.91K +$3.97K +25 New
WPA
572
West Paces Advisors
Georgia
$3.13K – – –
APA
573
American Portfolios Advisors
New York
$3.13K +$3.18K +20 New
YWP
574
YorkBridge Wealth Partners
New York
$3K -$3.18K -20 -54%
AF
575
Allworth Financial
California
$3K – – –
21 22
23
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