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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Strive Asset Management
Ohio
$529K -$302K -1,055 -38%
GWM
552
Geneos Wealth Management
Colorado
$528K -$17.5K -61 -3%
FOA
553
Five Oceans Advisors
California
$525K – – –
EH
554
Equitable Holdings
New York
$521K +$185K +647 +61%
WS
555
Wedbush Securities
California
$520K -$9.46K -33 -2%
JIC
556
Joel Isaacson & Co
New York
$519K – – –
MAM
557
MMA Asset Management
Pennsylvania
$517K -$361K -1,260 -43%
BCM
558
Barometer Capital Management
Ontario, Canada
$517K +$172K +600 +55%
DCM
559
DGS Capital Management
New Jersey
$515K -$8.88K -31 -2%
FPAS
560
Focus Partners Advisor Solutions
Missouri
$513K +$94.6K +330 +24%
PHS
561
Pekin Hardy Strauss
Illinois
$512K +$483K +1,685 New
AWM
562
Aprio Wealth Management
Georgia
$512K -$52.4K -183 -10%
BC
563
Bridgefront Capital
Texas
$512K +$482K +1,683 New
WPW
564
Warther Private Wealth
Ohio
$506K -$13.5K -47 -3%
HNW
565
High Note Wealth
Minnesota
$497K – – –
CP
566
Canopy Partners
Ohio
$494K -$2.58K -9 -0.6%
ATIA
567
American Trust Investment Advisors
New Hampshire
$493K – – –
MIM
568
Merrion Investment Management
New Jersey
$493K – – –
HCA
569
Harbour Capital Advisors
Virginia
$492K +$473K +1,650 New
AA
570
Addison Advisors
Vermont
$489K +$573 +2 +0.1%
X
571
Xponance
Pennsylvania
$488K +$7.45K +26 +2%
AC
572
AlphaCore Capital
California
$487K +$459K +1,602 New
KPWS
573
Kestra Private Wealth Services
Texas
$481K -$2.01K -7 -0.4%
CAMG
574
CWA Asset Management Group
Florida
$479K +$86.5K +302 +24%
PNC
575
Park National Corp
Ohio
$478K -$22.9K -80 -5%
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