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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
S
501
Sunpointe
Missouri
$653K -$12.3K -43 -2%
WWM
502
Western Wealth Management
Colorado
$651K +$18.3K +64 +3%
SMA
503
Seven Mile Advisory
New Jersey
$647K -$22.4K -78 -4%
DWM
504
Drive Wealth Management
Utah
$646K +$1.43K +5 +0.2%
TW
505
Traveka Wealth
California
$643K -$154K -537 -20%
BBVA
506
Banco Bilbao Vizcaya Argentaria
Spain
$642K +$2.01K +7 +0.3%
WPC
507
Wedmont Private Capital
Pennsylvania
$641K -$1.15K -4 -0.2%
SEIA
508
Signature Estate & Investment Advisors
California
$640K -$170K -594 -22%
AF
509
Allworth Financial
California
$635K -$177K -617 -23%
LCM
510
LCM Capital Management
Illinois
$628K -$2.29K -8 -0.4%
HNB
511
Huntington National Bank
Ohio
$626K +$40.4K +141 +7%
NFG
512
Nations Financial Group
Iowa
$626K +$1.72K +6 +0.3%
MG
513
Mather Group
Illinois
$624K +$3.15K +11 +0.5%
FTWA
514
Fifth Third Wealth Advisors
Ohio
$609K +$95.7K +334 +20%
BBHC
515
Brown Brothers Harriman & Co
New York
$609K +$61.3K +214 +12%
TA
516
Tectonic Advisors
Texas
$608K -$287 -1 -0.1%
IWM
517
IHT Wealth Management
Illinois
$604K +$220K +769 +63%
WI
518
WrapManager Inc
California
$604K -$12.9K -45 -2%
AHL
519
Abel Hall LLC
Louisiana
$597K +$42.4K +148 +8%
BCM
520
Boreal Capital Management
Florida
$596K +$562K +1,960 New
LSA
521
Lansing Street Advisors
Pennsylvania
$591K +$180K +628 +48%
CI
522
CX Institutional
Indiana
$585K – – –
CH
523
Cromwell Holdings
Wyoming
$585K – – –
SA
524
Sovran Advisors
California
$585K +$247K +862 +84%
GSEP
525
Golden State Equity Partners
California
$579K +$32.1K +112 +6%
19 20
21
22 23