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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
576
Silicon Valley Capital Partners
California
$20.9K – – –
CSWM
577
Cassady Schiller Wealth Management
Ohio
$20.4K – – –
FP
578
Financial Perspectives
Minnesota
$19.3K – – –
SWM
579
Sugarloaf Wealth Management
Georgia
$18.2K – – –
CFO
580
CVA Family Office
Colorado
$17.8K +$16.6K +115 New
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$17.6K – – –
HT
582
Headlands Technologies
Illinois
$16.4K -$11.9K -82 -44%
CAS
583
Coppell Advisory Solutions
Texas
$16.4K +$15.3K +106 New
GKIM
584
GW&K Investment Management
Massachusetts
$16K – – –
WPA
585
West Paces Advisors
Georgia
$15.5K +$14.5K +100 New
FMP
586
Financial Management Professionals
Texas
$15K – – –
RWM
587
Raffa Wealth Management
District of Columbia
$15K – – –
EAM
588
Eukles Asset Management
Ohio
$14.2K – – –
PWMG
589
Prestige Wealth Management Group
New Jersey
$13.4K – – –
W
590
WealthCollab
Washington
$12.8K +$12K +83 New
RAM
591
Riggs Asset Management
Pennsylvania
$12.4K – – –
CT
592
Colonial Trust
South Carolina
$11.6K -$7.38K -51 -40%
VNA
593
Valley National Advisers
Pennsylvania
$11K +$7.38K +51 +204%
FWM
594
Focused Wealth Management
New York
$10.8K +$10.1K +70 New
IFAM
595
Institutional & Family Asset Management
Colorado
$10.2K -$1.3K -9 -12%
KFI
596
Key Financial Inc
Pennsylvania
$10K – – –
CWC
597
Carolinas Wealth Consulting
North Carolina
$9.82K -$723 -5 -7%
DWM
598
Dogwood Wealth Management
Kansas
$9.28K +$8.68K +60 New
FCMT
599
Founders Capital Management (Texas)
Texas
$8.66K – – –
SIS
600
Sound Income Strategies
Florida
$8.19K – – –
22 23
24
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