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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
251
Raymond James Trust
Florida
$1.53M +$58.9K +312 +4%
AFG
252
Atomi Financial Group
New York
$1.51M +$200K +1,057 +16%
SP
253
Stablepoint Partners
Massachusetts
$1.51M -$172K -910 -11%
BC
254
Burney Company
Virginia
$1.5M -$64.4K -341 -4%
S
255
SimplyRich
California
$1.49M – – –
PS
256
Principal Securities
Iowa
$1.47M +$175K +928 +15%
MCM
257
MAI Capital Management
Ohio
$1.46M +$58.2K +308 +4%
FFS
258
Founders Financial Securities
Maryland
$1.42M +$57.4K +304 +4%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$1.42M +$61.4K +325 +5%
ADL
260
Asset Dedication LLC
California
$1.42M +$2.27K +12 +0.2%
HI
261
Horizon Investments
North Carolina
$1.42M -$70.4K -373 -5%
JIC
262
Johnson Investment Counsel
Ohio
$1.41M -$5.67K -30 -0.4%
DG
263
DMC Group
Alabama
$1.4M +$38.5K +204 +3%
AWM
264
AE Wealth Management
Kansas
$1.39M +$140K +741 +12%
AT
265
Arden Trust
Delaware
$1.39M -$221K -1,172 -15%
LA
266
LVW Advisors
New York
$1.38M +$25.9K +137 +2%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$1.36M +$5.29K +28 +0.4%
AWA
268
Aaron Wealth Advisors
Illinois
$1.35M +$85.9K +455 +7%
LI
269
Louisbourg Investments
New Brunswick, Canada
$1.33M +$189K +1,000 +18%
P
270
&Partners
Tennessee
$1.32M +$853K +4,516 +220%
LM
271
Lincluden Management
Ontario, Canada
$1.31M -$526K -2,788 -30%
AC
272
Abbrea Capital
California
$1.29M – – –
GM
273
GeoWealth Management
Illinois
$1.29M +$75.7K +401 +7%
GF
274
Gabelli Funds
New York
$1.27M – – –
SW
275
SlateStone Wealth
Florida
$1.24M – – –
9 10
11
12 13