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Snap
SNAP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
226
Regal Wealth Group
California
$4K – – –
VNA
227
Valley National Advisers
Pennsylvania
$4K – – –
ADL
228
Asset Dedication LLC
California
$4K +$4.03K +200 New
BWA
229
BDO Wealth Advisors
Florida
$4K +$4.03K +200 New
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4.03K +200 New
ASN
231
Advisory Services Network
Georgia
$4K +$4.56K +226 New
BRC
232
Bell Rock Capital
Delaware
$4K +$5.04K +250 New
GI
233
Gradient Investments
Minnesota
$4K +$5.04K +250 New
WCM
234
Wealthcare Capital Management
Virginia
$4K +$5.04K +250 New
RFA
235
Reilly Financial Advisors
California
$3K – – –
BWP
236
Baldwin Wealth Partners
Massachusetts
$3K +$1.01K +50 +40%
MCIA
237
Mountain Capital Investment Advisors
Colorado
$3K +$2.92K +145 New
RIA
238
RPG Investment Advisory
California
$3K +$3.02K +150 New
AIS
239
Accurate Investment Solutions
Pennsylvania
$2K – – –
APSP
240
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
BIMC
241
Benson Investment Management Company
Virginia
$2K – – –
CCM
242
Cribstone Capital Management
Maine
$2K – – –
EWM
243
Evercore Wealth Management
New York
$2K – – –
IF
244
Ironwood Financial
Arizona
$2K – – –
LNB
245
Ledyard National Bank
$2K – – –
MIM
246
Macroview Investment Management
Maryland
$2K – – –
NCM
247
Nelson Capital Management
California
$2K – – –
IP
248
Intellectus Partners
California
$2K +$2.02K +100 New
PS
249
Portfolio Solutions
Michigan
$2K +$2.02K +100 New
LWM
250
Lenox Wealth Management
Ohio
$2K +$2.18K +108 New
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