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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
526
Centiva Capital
New York
$483K +$508K +1,806 New
FTWA
527
Fifth Third Wealth Advisors
Ohio
$480K -$57.9K -206 -10%
MCM
528
Mengis Capital Management
Oregon
$480K +$505K +1,795 New
EWM
529
Empirical Wealth Management
Washington
$477K +$149K +530 +42%
SAM
530
S.A. Mason
Michigan
$474K -$141K -500 -22%
HF
531
HRT Financial
New York
$471K +$496K +1,764 New
SW
532
Simplicity Wealth
New Jersey
$469K +$181K +642 +58%
CP
533
Canopy Partners
Ohio
$467K +$34.9K +124 +8%
FT
534
Fiduciary Trust
Massachusetts
$464K +$68.6K +244 +16%
NHC
535
Nicholas Hoffman & Company
Georgia
$464K -$28.7K -102 -6%
SMA
536
Sage Mountain Advisors
Georgia
$464K -$2.53K -9 -0.5%
MAM
537
MMA Asset Management
Pennsylvania
$463K +$9K +32 +2%
FOA
538
Five Oceans Advisors
California
$461K – – –
BWM
539
Baron Wealth Management
Michigan
$460K -$17.4K -62 -3%
JSAM
540
J. Safra Asset Management
New York
$459K +$166K +590 +52%
JIC
541
Joel Isaacson & Co
New York
$456K – – –
CAG
542
Crestwood Advisors Group
Massachusetts
$451K -$18.6K -66 -4%
HNW
543
High Note Wealth
Minnesota
$451K +$15.2K +54 +3%
C
544
Certuity
Florida
$450K -$51.5K -183 -10%
RYIA
545
Roehl & Yi Investment Advisors
Oregon
$444K -$60.7K -216 -11%
WPW
546
Warther Private Wealth
Ohio
$439K -$6.19K -22 -1%
MLL
547
Moody Lynn & Lieberson
Massachusetts
$438K -$4.91M -17,474 -91%
AA
548
Addison Advisors
Vermont
$438K +$9.28K +33 +2%
SAM
549
Strive Asset Management
Ohio
$438K -$28.4K -101 -6%
WA
550
Wealthstar Advisors
Texas
$435K -$826K -2,936 -64%
20 21
22
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