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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
651
Foster Dykema Cabot & Partners
Massachusetts
$27.7K – – –
AFC
652
Ares Financial Consulting
California
$27.3K – – –
LI
653
LRI Investments
Florida
$26.8K -$15.3K -90 -34%
WA
654
WPG Advisers
Maryland
$26.7K -$3.07K -18 -9%
SWM
655
SHP Wealth Management
Massachusetts
$26.5K +$3.24K +19 +12%
PWA
656
Physician Wealth Advisors
Utah
$26.4K -$2.73K -16 -9%
BFS
657
Bare Financial Services
Pennsylvania
$26.4K +$14.5K +85 +99%
IRAG
658
Investment Research & Advisory Group
Georgia
$26.4K +$29.2K +171 New
BHWM
659
Beaird Harris Wealth Management
Texas
$26.2K – – –
JWA
660
JFS Wealth Advisors
Pennsylvania
$25.6K -$341 -2 -1%
WAS
661
Winch Advisory Services
Wisconsin
$25.4K +$12.6K +74 +81%
RWM
662
Raffa Wealth Management
District of Columbia
$24.7K +$2.05K +12 +8%
CFSG
663
Community Financial Services Group
Vermont
$24.4K -$132K -772 -83%
RF
664
Rossby Financial
Florida
$24K -$3.75K -22 -12%
MPW
665
MASECO Private Wealth
$23.7K +$5.97K +35 +29%
HWA
666
HHM Wealth Advisors
Tennessee
$23.4K – – –
CFM
667
Cornerstone Financial Management
Massachusetts
$23.4K +$13.8K +81 +114%
HIMS
668
Hager Investment Management Services
New Hampshire
$23.4K +$25.9K +152 New
ANBT
669
American National Bank & Trust
Texas
$23.4K -$2.05K -12 -7%
EWP
670
Elevation Wealth Partners
California
$23.1K +$25.6K +150 New
PWA
671
Provenance Wealth Advisors
Florida
$23K – – –
KA
672
Kozak & Associates
Colorado
$22.3K – – –
GA
673
GoalVest Advisory
New York
$22K – – –
MSWM
674
Mowery & Schoenfeld Wealth Management
Illinois
$22K – – –
BWL
675
Bogart Wealth LLC
Virginia
$21.6K -$22.3K -131 -48%
25 26
27
28 29