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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
601
Private Capital Group
Connecticut
$84K -$1.27K -6 -1%
LWP
602
Lumature Wealth Partners
Georgia
$82K +$52.3K +248 +163%
GRP
603
Global Retirement Partners
California
$77K +$69.8K +331 +1,034%
SFCL
604
Strengthening Families & Communities LLC
Massachusetts
$76K +$633 +3 +0.8%
ED
605
Exane Derivatives
France
$75.8K +$5.91K +28 +8%
TFP
606
Tilia Fiduciary Partners
North Carolina
$73K – – –
CT
607
Caldwell Trust
Florida
$68.4K – – –
TWA
608
TCI Wealth Advisors
Arizona
$68K -$422 -2 -0.6%
TIM
609
Tortoise Investment Management
New York
$68K – – –
PA
610
Parallel Advisors
California
$63K -$3.38K -16 -5%
JGIA
611
Jackson Grant Investment Advisers
Connecticut
$62K +$64.1K +304 New
DMBA
612
Deseret Mutual Benefit Administrators
Utah
$61K – – –
WB
613
Webster Bank
Connecticut
$57K – – –
LTI
614
Laffer Tengler Investments
Tennessee
$54.2K – – –
BCWM
615
Bartlett & Co Wealth Management
Ohio
$53.4K +$54.9K +260 New
JWM
616
Janiczek Wealth Management
Colorado
$53K +$8.23K +39 +18%
T
617
TOBAM
France
$53K +$15.8K +75 +41%
ZB
618
Zions Bancorporation
Utah
$53K +$51.5K +244 +1,525%
BC
619
Bartlett & Co
Ohio
$53K +$54.9K +260 New
CAL
620
Capital Advisors Ltd
Ohio
$49K -$844 -4 -2%
BBHC
621
Brown Brothers Harriman & Co
New York
$47K +$47.9K +227 +7,567%
S
622
SignatureFD
Georgia
$45K -$4.43K -21 -9%
FFA
623
Freedman Financial Associates
Massachusetts
$45K – – –
CFFP
624
Center for Financial Planning
Michigan
$43K – – –
APA
625
American Portfolios Advisors
New York
$42.9K +$1.69K +8 +4%
23 24
25
26 27