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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
451
Riggs Asset Management
Pennsylvania
$7K – – –
ZIG
452
Zullo Investment Group
Pennsylvania
$7K – – –
PMFA
453
Plante Moran Financial Advisors
Michigan
$7K +$2.9K +29 +67%
SC
454
Schubert & Co
Texas
$7K +$7.19K +72 New
FMTCOCP
455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$8.19K +82 New
EW
456
Evoke Wealth
California
$6K -$12.4K -124 -66%
FGAM
457
Financial Gravity Asset Management
Texas
$5.07K -$50K -500 -18%
SIS
458
Sound Income Strategies
Florida
$5K – – –
TCWM
459
Total Clarity Wealth Management
Illinois
$5K +$5.2K +52 New
IFAM
460
Institutional & Family Asset Management
Colorado
$5K +$5.7K +57 New
AIM
461
Anchor Investment Management
South Carolina
$4.54K – – –
CT
462
Caldwell Trust
Florida
$4.54K – – –
RIM
463
Rockbridge Investment Management
New York
$4.08K -$1.4K -14 -24%
BBPWM
464
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
PO
465
Private Ocean
California
$4K – – –
LCM
466
Logan Capital Management
Pennsylvania
$4K +$4.6K +46 New
HWM
467
HighMark Wealth Management
Minnesota
$3K – – –
PP
468
Pacifica Partners
Canada
$3K – – –
TJHA
469
Thomas J. Herzfeld Advisors
Florida
$3K – – –
TWA
470
TCI Wealth Advisors
Arizona
$3K +$2.8K +28 New
BIA
471
Bell Investment Advisors
California
$3K +$3K +30 New
ETI
472
Enterprise Trust & Investment
California
$3K +$3.1K +31 New
CWM
473
Castle Wealth Management
Florida
$3K +$3.6K +36 New
ECM
474
Estabrook Capital Management
New York
$2.45K – – –
CWP
475
Concord Wealth Partners
Virginia
$2K -$20.8K -208 -92%
17 18
19
20 21