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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
601
Next Financial Group
Texas
$27K -$369K -1,875 -94%
CWP
602
Concord Wealth Partners
Virginia
$27K +$22.6K +115 New
ACA
603
Atlas Capital Advisors
Wyoming
$25.1K – – –
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$25K +$21.7K +110 New
AIG
605
American International Group
New York
$24.2K +$132K +670 +0.6%
TH
606
TCTC Holdings
Texas
$24K – – –
QCG
607
Quadrant Capital Group
Ohio
$24K +$5.71K +29 +39%
DA
608
Denali Advisors
California
$23K -$98.5K -500 -83%
LC
609
Lindbrook Capital
California
$22K – – –
TC
610
Truvestments Capital
Florida
$20K – – –
LWM
611
Liberty Wealth Management
California
$19K – – –
PCFFS
612
Pacific Center for Financial Services
California
$18K – – –
MA
613
MCF Advisors
Kentucky
$18K +$15.8K +80 New
CCM
614
Covington Capital Management
California
$17K – – –
SL
615
Savior LLC
Massachusetts
$16K – – –
FF
616
FourThought Financial
Florida
$15K -$3.15K -16 -20%
AWA
617
Arkadios Wealth Advisors
Georgia
$15K – – –
PFA
618
Professional Financial Advisors
Nebraska
$15K – – –
TFO
619
Tarbox Family Office
California
$15K – – –
IWP
620
IAG Wealth Partners
Wisconsin
$13K – – –
FGAM
621
Financial Gravity Asset Management
Texas
$12.5K +$6.5K +33 +157%
MWM
622
Mascoma Wealth Management
New Hampshire
$12K +$9.85K +50 New
COCM
623
Charter Oak Capital Management
New Hampshire
$10K – – –
BCA
624
Berman Capital Advisors
Georgia
$9K – – –
SLF
625
Sun Life Financial
Ontario, Canada
$7K -$197 -1 -3%
23 24
25
26 27