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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
451
Sovran Advisors
California
$681K +$206K +733 +39%
MOS
452
MGO One Seven
Ohio
$673K -$61.9K -220 -8%
YIA
453
YHB Investment Advisors
Connecticut
$671K – – –
CI
454
Corient IA
Florida
$668K – – –
CTC
455
Cetera Trust Company
Minnesota
$667K – – –
HSA
456
HBK Sorce Advisory
Pennsylvania
$666K -$10.4K -37 -1%
EWA
457
EverSource Wealth Advisors
Alabama
$663K +$21.9K +78 +3%
SL
458
Summitry LLC
California
$659K +$47.2K +168 +7%
RS
459
R Squared
Hong Kong
$657K +$289K +1,028 +72%
AWAU
460
Alliance Wealth Advisors (Utah)
Utah
$655K -$146K -520 -17%
AF
461
Allworth Financial
California
$653K +$100K +357 +17%
BG
462
Bahl & Gaynor
Ohio
$650K – – –
BWM
463
BKM Wealth Management
Wisconsin
$641K +$18K +64 +3%
APWM
464
Argonautica Private Wealth Management
Massachusetts
$640K -$30.7K -109 -4%
GCM
465
Gallacher Capital Management
Colorado
$639K +$167K +594 +33%
SFFS
466
Stonehage Fleming Financial Services
Jersey
$636K -$110K -390 -14%
BCM
467
Boreal Capital Management
Florida
$626K +$108K +383 +20%
OC
468
Oppenheimer & Co
New York
$623K -$1.41K -5 -0.2%
SGA
469
Strategic Global Advisors
California
$622K +$31.2K +111 +5%
JSW
470
Journey Strategic Wealth
New Jersey
$622K +$120K +425 +22%
BFG
471
Birch Financial Group
New Hampshire
$619K -$120K -425 -16%
AHL
472
Abel Hall LLC
Louisiana
$617K +$97K +345 +18%
BBHC
473
Brown Brothers Harriman & Co
New York
$614K +$83.2K +296 +15%
PHIC
474
Pine Haven Investment Counsel
Massachusetts
$611K – – –
NS
475
NBC Securities
Alabama
$610K +$202K +717 +46%
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19
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