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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
651
Master's Wealth Management
Pennsylvania
$345K +$2.04K +6 +0.6%
IA
652
IFP Advisors
Florida
$342K +$62.2K +183 +22%
API
653
Asset Planning Inc
California
$340K +$275K +810 +405%
GT
654
Greenleaf Trust
Michigan
$338K -$3.06K -9 -0.9%
SF
655
Summit Financial
New Jersey
$337K -$101K -298 -23%
IPW
656
Impact Partnership Wealth
Georgia
$337K +$340K +1,001 New
WA
657
WBH Advisory
Maryland
$337K – – –
CA
658
CoreCap Advisors
Michigan
$336K +$22.4K +66 +7%
TW
659
TritonPoint Wealth
Maryland
$335K +$22.4K +66 +7%
BIA
660
Beacon Investment Advisors
Maryland
$335K +$1.36K +4 +0.4%
LWAM
661
Legacy Wealth Asset Management
Minnesota
$333K -$3.74K -11 -1%
SCI
662
Silver Coast Investments
United States
$332K -$1.02K -3 -0.3%
PWP
663
Phillips Wealth Planners
Mississippi
$328K -$3.74K -11 -1%
JWM
664
Jessup Wealth Management
Ohio
$328K – – –
FFA
665
Founders Financial Alliance
North Carolina
$328K -$25.5K -75 -7%
DS
666
DRW Securities
Illinois
$328K +$330K +972 New
VVP
667
Venture Visionary Partners
Ohio
$327K +$108K +319 +49%
FB
668
Fulton Bank
Pennsylvania
$321K -$4.76K -14 -1%
PS
669
Planned Solutions
California
$320K – – –
WIA
670
World Investment Advisors
California
$319K +$69.7K +205 +28%
ETC
671
Exchange Traded Concepts
Oklahoma
$319K +$28.2K +83 +10%
II
672
Inspire Investing
Idaho
$318K -$939K -2,762 -75%
CPW
673
Crestmont Private Wealth
Texas
$318K +$27.2K +80 +9%
PWM
674
Perigon Wealth Management
California
$315K +$22.1K +65 +7%
LA
675
Lane & Associates
New Jersey
$314K -$4.08K -12 -1%
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27
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