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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
676
Raffa Wealth Management
District of Columbia
$21K – – –
CAS
677
Coppell Advisory Solutions
Texas
$20.6K +$19.3K +102 New
BIA
678
Bell Investment Advisors
California
$20.2K +$6.42K +34 +52%
UIA
679
Ulland Investment Advisors
Minnesota
$20K – – –
TWP
680
Triad Wealth Partners
Kansas
$19K +$17.7K +94 New
EAM
681
Eukles Asset Management
Ohio
$18.6K – – –
CT
682
Colonial Trust
South Carolina
$18.4K – – –
PWMG
683
Prestige Wealth Management Group
New Jersey
$17.5K – – –
FMP
684
Financial Management Professionals
Texas
$17K -$3.02K -16 -16%
W
685
WealthCollab
Washington
$16.7K – – –
RAM
686
Riggs Asset Management
Pennsylvania
$16.1K – – –
PWM
687
Partnership Wealth Management
Maryland
$14.1K -$24.5K -130 -65%
CPG
688
Cornerstone Planning Group
New Jersey
$12.9K +$5.48K +29 +81%
FRA
689
Front Row Advisors
California
$12.5K +$189 +1 +2%
CWC
690
Carolinas Wealth Consulting
North Carolina
$12.4K – – –
GEA
691
Glen Eagle Advisors
New Jersey
$12.1K +$3.78K +20 +50%
DWM
692
Dogwood Wealth Management
Kansas
$12.1K – – –
DMIC
693
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.9K +$11.1K +59 New
AFG
694
Albion Financial Group
Utah
$11.7K – – –
RWA
695
Redmont Wealth Advisors
Illinois
$11.5K – – –
FCMT
696
Founders Capital Management (Texas)
Texas
$11.3K – – –
IFAM
697
Institutional & Family Asset Management
Colorado
$10.9K – – –
SIS
698
Sound Income Strategies
Florida
$10.7K – – –
ETS
699
ESL Trust Services
New York
$10.7K +$10K +53 New
FFO
700
Fortitude Family Office
Arizona
$10.3K – – –
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