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Suburban Propane Partners

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$12K -$12.3K -796 -50%
KPCM
102
Kings Point Capital Management
New York
$12K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$12K +$11.6K +750 New
CFA
104
Carroll Financial Associates
North Carolina
$11K – – –
VNA
105
Valley National Advisers
Pennsylvania
$11K – – –
ADL
106
Asset Dedication LLC
California
$10K – – –
CB
107
Community Bank
New York
$10K – – –
OIA
108
Optimum Investment Advisors
Illinois
$9K -$12.4K -800 -57%
AWA
109
Arkadios Wealth Advisors
Georgia
$9K – – –
FWM
110
Focused Wealth Management
New York
$8K -$6.19K -400 -44%
BWL
111
Bogart Wealth LLC
Virginia
$8K – – –
CFN
112
Cordasco Financial Network
Florida
$8K – – –
HFM
113
Hartford Financial Management
Connecticut
$8K +$7.74K +500 New
AWM
114
AllSquare Wealth Management
New York
$5K – – –
TCM
115
Tradewinds Capital Management
Washington
$5K – – –
TFS
116
TrustCore Financial Services
Tennessee
$5K – – –
US Bancorp
117
US Bancorp
Minnesota
$5K – – –
RCA
118
Ranch Capital Advisors
Florida
$5K +$4.76K +308 New
CWP
119
Concord Wealth Partners
Virginia
$4K – – –
MA
120
Montag & Associates
Georgia
$3K -$8.35K -540 -71%
EWM
121
Edge Wealth Management
New York
$3K – – –
DAM
122
Delta Asset Management
Tennessee
$2K – – –
HIA
123
Harbor Investment Advisory
Maryland
$2K – – –
IA
124
IFP Advisors
Florida
$2K – – –
CFFP
125
Center for Financial Planning
Michigan
$1K – – –