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SNA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1001
Summit Securities Group
New York
$4.83K +$1.51K +4 +50%
CCMI
1002
Creative Capital Management Investments
California
$4.83K +$4.54K +12 New
TCOV
1003
Trust Company of Vermont
Vermont
$4.83K +$4.54K +12 New
MCM
1004
MV Capital Management
Maryland
$4.43K +$378 +1 +10%
IAS
1005
IMA Advisory Services
Colorado
$4.43K -$6.43K -17 -61%
ECA
1006
Elevated Capital Advisors
Utah
$4.43K – – –
MEG
1007
Millstone Evans Group
Colorado
$4.43K – – –
HFS
1008
Hughes Financial Services
Virginia
$4.43K +$1.89K +5 +83%
AG
1009
AmeriFlex Group
Nevada
$4.02K -$378 -1 -9%
KCM
1010
Key Capital Management
Tennessee
$4.02K – – –
RWM
1011
Rialto Wealth Management
New York
$4.02K +$1.13K +3 +43%
AW
1012
Avion Wealth
Texas
$4K +$1.51K +4 +67%
TPW
1013
Talon Private Wealth
Florida
$3.69K +$3.4K +9 New
TAP
1014
Tounjian Advisory Partners
Florida
$3.65K +$3.4K +9 New
PTC
1015
Private Trust Company
Ohio
$3.62K -$2.65K -7 -44%
BFS
1016
Bare Financial Services
Pennsylvania
$3.62K -$1.13K -3 -25%
BCM
1017
Boreal Capital Management
Florida
$3.62K – – –
VWA
1018
Valued Wealth Advisors
Utah
$3.62K +$378 +1 +13%
HWP
1019
Highline Wealth Partners
California
$3.62K +$3.4K +9 New
PWA
1020
Physician Wealth Advisors
Utah
$3.22K -$2.27K -6 -43%
MFT
1021
Moisand Fitzgerald Tamayo
Florida
$3.22K – – –
HIA
1022
HFM Investment Advisors
New Jersey
$3.22K +$1.89K +5 +167%
CFM
1023
Cornerstone Financial Management
Massachusetts
$3.22K +$378 +1 +14%
AP
1024
Aspect Partners
Virginia
$2.82K -$1.89K -5 -42%
RWM
1025
Raffa Wealth Management
District of Columbia
$2.82K – – –
39 40
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