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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$342K +$62.2K +183 +22%
API
652
Asset Planning Inc
California
$340K +$275K +810 +405%
GT
653
Greenleaf Trust
Michigan
$338K -$3.06K -9 -0.9%
SF
654
Summit Financial
New Jersey
$337K -$101K -298 -23%
IPW
655
Impact Partnership Wealth
Georgia
$337K +$340K +1,001 New
WA
656
WBH Advisory
Maryland
$337K – – –
CA
657
CoreCap Advisors
Michigan
$336K +$22.4K +66 +7%
TW
658
TritonPoint Wealth
Maryland
$335K +$22.4K +66 +7%
BIA
659
Beacon Investment Advisors
Maryland
$335K +$1.36K +4 +0.4%
LWAM
660
Legacy Wealth Asset Management
Minnesota
$333K -$3.74K -11 -1%
SCI
661
Silver Coast Investments
United States
$332K -$1.02K -3 -0.3%
PWP
662
Phillips Wealth Planners
Mississippi
$328K -$3.74K -11 -1%
JWM
663
Jessup Wealth Management
Ohio
$328K – – –
FFA
664
Founders Financial Alliance
North Carolina
$328K -$25.5K -75 -7%
DS
665
DRW Securities
Illinois
$328K +$330K +972 New
VVP
666
Venture Visionary Partners
Ohio
$327K +$108K +319 +49%
FB
667
Fulton Bank
Pennsylvania
$321K -$4.76K -14 -1%
PS
668
Planned Solutions
California
$320K – – –
WIA
669
World Investment Advisors
California
$319K +$69.7K +205 +28%
ETC
670
Exchange Traded Concepts
Oklahoma
$319K +$28.2K +83 +10%
II
671
Inspire Investing
Idaho
$318K -$939K -2,762 -75%
CPW
672
Crestmont Private Wealth
Texas
$318K +$27.2K +80 +9%
PWM
673
Perigon Wealth Management
California
$315K +$22.1K +65 +7%
LA
674
Lane & Associates
New Jersey
$314K -$4.08K -12 -1%
TCBWMS
675
Texas Capital Bank Wealth Management Services
Texas
$313K -$1.02K -3 -0.3%
25 26
27
28 29