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Suburban Propane Partners

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$18K +$364 +24 +2%
BWA
102
BDO Wealth Advisors
Florida
$16K
EWM
103
Endurance Wealth Management
Rhode Island
$16K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$16K
GRP
105
Global Retirement Partners
California
$16K +$14.4K +950 New
KPCM
106
Kings Point Capital Management
New York
$13K
IA
107
IFP Advisors
Florida
$13K +$5.37K +354 +236%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12K -$13.6K -900 -54%
WWP
109
WR Wealth Planners
Missouri
$11.6K +$10.9K +721 New
CB
110
Community Bank
New York
$11K
AIP
111
Ahrens Investment Partners
Louisiana
$10K
OIA
112
Optimum Investment Advisors
Illinois
$10K
LFG
113
Larson Financial Group
Missouri
$9K -$510K -33,645 -98%
BWL
114
Bogart Wealth LLC
Virginia
$8K
FWM
115
Focused Wealth Management
New York
$8K
VNA
116
Valley National Advisers
Pennsylvania
$8K
FPS
117
Fieldpoint Private Securities
Connecticut
$6K -$212 -14 -4%
AWM
118
AllSquare Wealth Management
New York
$6K
TCM
119
Tradewinds Capital Management
Washington
$5K
TFS
120
TrustCore Financial Services
Tennessee
$5K
SSG
121
Summit Securities Group
New York
$5K +$4.55K +300 New
ADL
122
Asset Dedication LLC
California
$4K -$5.46K -360 -60%
CWP
123
Concord Wealth Partners
Virginia
$4K
HNB
124
Huntington National Bank
Ohio
$3K +$1.52K +100 +99%
M
125
MOTCO
Texas
$3K +$3.03K +200 New