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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
526
Journey Strategic Wealth
New Jersey
$293K +$13.8K +67 +4%
MAM
527
MMA Asset Management
Pennsylvania
$293K -$4.33K -21 -1%
JIC
528
Joel Isaacson & Co
New York
$292K – – –
BWM
529
Baron Wealth Management
Michigan
$292K +$13.2K +64 +4%
RDWM
530
Red Door Wealth Management
Tennessee
$292K +$154K +747 +78%
WS
531
Wedbush Securities
California
$291K -$91.4K -443 -21%
HIP
532
HUB Investment Partners
Texas
$290K +$136K +660 +64%
HNW
533
High Note Wealth
Minnesota
$289K – – –
CI
534
Corient IA
Florida
$284K – – –
FPAS
535
Focus Partners Advisor Solutions
Missouri
$282K +$37.1K +180 +12%
FWA
536
FSM Wealth Advisors
Ohio
$282K -$27.9K -135 -8%
MLL
537
Moody Lynn & Lieberson
Massachusetts
$281K -$31.6K -153 -9%
CP
538
Canopy Partners
Ohio
$280K -$19.4K -94 -5%
AA
539
Addison Advisors
Vermont
$279K -$1.03K -5 -0.3%
DE
540
Diversified Enterprises
Delaware
$277K +$2.06K +10 +0.6%
CAG
541
Crestwood Advisors Group
Massachusetts
$276K -$83.6K -405 -20%
FLPIM
542
F.L. Putnam Investment Management
Massachusetts
$276K +$46.2K +224 +16%
RS
543
R Squared
Hong Kong
$276K +$23.3K +113 +8%
IF
544
Integrity Financial
Wyoming
$274K +$330K +1,600 New
GIA
545
Gateway Investment Advisers
Ohio
$273K -$111K -536 -25%
GAM
546
Gotham Asset Management
New York
$273K -$13.8K -67 -4%
FT
547
Fiduciary Trust
Massachusetts
$273K -$28.3K -137 -8%
TW
548
Traveka Wealth
California
$269K -$105K -510 -24%
HNB
549
Huntington National Bank
Ohio
$269K +$30.3K +147 +10%
AC
550
Apella Capital
Connecticut
$264K +$4.54K +22 +2%
20 21
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