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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
276
Atomi Financial Group
New York
$852K +$797K +5,510 New
CB
277
Commerce Bank
Missouri
$849K +$63.1K +436 +9%
SI
278
Stephens Inc
Arkansas
$834K -$56.1K -388 -7%
FAFN
279
First Affirmative Financial Network
Colorado
$815K -$32K -221 -4%
WI
280
WrapManager Inc
California
$803K -$22.4K -155 -3%
JWM
281
Janiczek Wealth Management
Colorado
$794K +$19.1K +132 +3%
AIM
282
Allen Investment Management
New York
$773K – – –
SW
283
SVB Wealth
Massachusetts
$770K +$47.1K +326 +7%
HW
284
Hancock Whitney
Mississippi
$768K +$42.5K +294 +6%
NEI
285
Northwest & Ethical Investments
Ontario, Canada
$764K -$42.2K -292 -6%
CGL
286
Clarius Group LLC
Washington
$753K -$46.6K -322 -6%
SCM
287
SOL Capital Management
Maryland
$751K -$5.79K -40 -0.8%
MOS
288
MGO One Seven
Ohio
$750K +$71.2K +492 +11%
MPPW
289
Mitchell & Pahl Private Wealth
Oklahoma
$746K +$1.16K +8 +0.2%
YIA
290
YHB Investment Advisors
Connecticut
$740K -$48.9K -338 -7%
SCA
291
Snowden Capital Advisors
New York
$737K +$81.6K +564 +13%
CBFP
292
Cedar Brook Financial Partners
Ohio
$735K -$59.9K -414 -8%
JCM
293
Janney Capital Management
Pennsylvania
$734K -$5.35K -37 -0.8%
PS
294
Principal Securities
Iowa
$733K +$686K +4,742 New
SSA
295
Schonfeld Strategic Advisors
New York
$708K -$1.51M -10,417 -69%
CIM
296
Confluence Investment Management
Missouri
$706K -$26.5K -183 -4%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$692K -$89.5K -619 -12%
PSP
298
Principal Street Partners
Tennessee
$681K -$647K -4,475 -50%
WT
299
Whittier Trust
California
$668K +$368K +2,545 +143%
IB
300
Intrust Bank
Kansas
$668K +$23.9K +165 +4%
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