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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
576
NBC Securities
Alabama
$476K +$100K +349 +29%
WANY
577
Wealthspire Advisors (New York)
New York
$475K +$47.3K +165 +12%
AWS
578
Atria Wealth Solutions
New York
$472K -$514K -1,794 -54%
WAG
579
Wallace Advisory Group
California
$462K -$34.1K -119 -6%
TI
580
TrueMark Investments
Illinois
$459K +$65.9K +230 +18%
TYCC
581
Texas Yale Capital Corp
Florida
$456K – – –
FT
582
Fiduciary Trust
Massachusetts
$454K +$53K +185 +14%
FG
583
Foster Group
Iowa
$452K -$33K -115 -7%
GVAG
584
Great Valley Advisor Group
Delaware
$450K +$3.15K +11 +0.7%
NWAG
585
Net Worth Advisory Group
Utah
$450K +$2.58K +9 +0.6%
AC
586
Apella Capital
Connecticut
$447K +$419K +1,463 New
MWM
587
Meridian Wealth Management
Kentucky
$445K +$419K +1,462 New
PTC
588
Private Trust Company
Ohio
$442K +$35.5K +124 +9%
BBW
589
Blue Barn Wealth
Utah
$441K -$287 -1 -0.1%
PW
590
PUREfi Wealth
Massachusetts
$440K +$59.3K +207 +17%
IWA
591
Icon Wealth Advisors
Texas
$439K -$43.6K -152 -10%
SW
592
SVB Wealth
Massachusetts
$439K +$414K +1,444 New
SFC
593
SYM Financial Corp
Indiana
$439K +$17.5K +61 +4%
GGA
594
Granite Group Advisors
Connecticut
$436K – – –
RS
595
R Squared
Hong Kong
$435K +$410K +1,431 New
AWM
596
Avior Wealth Management
Nebraska
$432K -$1.72K -6 -0.4%
RA
597
Riversedge Advisors
Delaware
$429K -$6.3K -22 -2%
FB
598
Fulton Bank
Pennsylvania
$427K +$402K +1,404 New
TPI
599
Trust Point Inc
Wisconsin
$424K +$40.4K +141 +11%
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$419K +$18.9K +66 +5%
22 23
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