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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
676
Western Pacific Wealth Management
Illinois
$5.85K – – –
HIA
677
Harbor Investment Advisory
Maryland
$5.66K +$888 +5 +21%
BWM
678
Bullock Wealth Management
Indiana
$5.49K +$4.97K +28 New
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.46K +$4.97K +28 New
ECM
680
Estabrook Capital Management
New York
$5.27K – – –
VAG
681
VisionPoint Advisory Group
Texas
$5.27K – – –
GCM
682
Gables Capital Management
Florida
$5.07K – – –
EC
683
EntryPoint Capital
New York
$5.07K +$1.6K +9 +53%
M
684
MOTCO
Texas
$4.88K – – –
FWM
685
FSA Wealth Management
Massachusetts
$4.68K – – –
RS
686
Rakuten Securities
Japan
$4.29K +$3.73K +21 +2,100%
HWM
687
HighMark Wealth Management
Minnesota
$4.1K – – –
CPBTD
688
Central Pacific Bank - Trust Division
Hawaii
$3.53K +$3.2K +18 New
RFG
689
REAP Financial Group
Texas
$3.51K – – –
TWD
690
True Wealth Design
Ohio
$3.32K +$1.24K +7 +70%
AWM
691
Abound Wealth Management
Tennessee
$3.12K -$178 -1 -6%
HDIM
692
Hanson & Doremus Investment Management
Vermont
$3K +$2.49K +14 New
CAM
693
ClariVest Asset Management
California
$2.76K – – –
BCWM
694
Bartlett & Co Wealth Management
Ohio
$2.73K – – –
CTA
695
Colonial Trust Advisors
South Carolina
$2.73K +$2.49K +14 New
PIS
696
POM Investment Strategies
North Carolina
$2.54K – – –
FSWA
697
Financial Synergies Wealth Advisors
Texas
$2.34K -$355 -2 -14%
VWA
698
Valued Wealth Advisors
Utah
$2.34K +$2.13K +12 New
RFS
699
Richardson Financial Services
Massachusetts
$2.15K +$1.42K +8 New
EWM
700
Evermay Wealth Management
Virginia
$1.95K – – –
26 27
28
29 30