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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
351
Franklin Street Advisors
North Carolina
$241K +$223K +1,901 New
AWS
352
Atria Wealth Solutions
New York
$240K +$223K +1,897 New
HPC
353
HM Payson & Co
Maine
$239K – – –
FT
354
Fiduciary Trust
Massachusetts
$238K +$221K +1,884 New
FVWA
355
Foster Victor Wealth Advisors
South Carolina
$237K +$217K +1,852 New
LCM
356
LCM Capital Management
Illinois
$236K +$219K +1,867 New
OL
357
Optas LLC
Texas
$236K +$218K +1,861 New
CHAM
358
Clear Harbor Asset Management
Connecticut
$235K +$218K +1,857 New
CS
359
Credit Suisse
Switzerland
$232K -$2.71M -23,089 -93%
AC
360
Avestar Capital
New York
$231K -$37.2K -317 -15%
NA
361
NewEdge Advisors
Louisiana
$231K -$15.2K -130 -7%
RMDI
362
R.M. Davis Inc
Maine
$231K +$214K +1,823 New
APWM
363
Argonautica Private Wealth Management
Massachusetts
$228K -$48.4K -413 -19%
PWM
364
Perigon Wealth Management
California
$227K +$211K +1,795 New
PMA
365
Prudent Man Advisors
Illinois
$227K +$211K +1,796 New
WT
366
Whittier Trust
California
$225K – – –
GC
367
Guggenheim Capital
Illinois
$225K +$208K +1,776 New
BDFN
368
Bond & Devick Financial Network
Minnesota
$224K +$208K +1,770 New
LC
369
Lindbrook Capital
California
$222K +$11.1K +95 +6%
TSS
370
Two Sigma Securities
New York
$220K +$204K +1,741 New
AWM
371
Apollon Wealth Management
South Carolina
$220K +$204K +1,740 New
EP
372
Eudaimonia Partners
Tennessee
$218K +$202K +1,724 New
CS
373
Comerica Securities
Michigan
$216K +$235 +2 +0.1%
HNW
374
High Note Wealth
Minnesota
$216K +$200K +1,706 New
RBFC
375
Roman Butler Fullerton & Co
Missouri
$215K +$189K +1,614 New
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