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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
676
Evoke Wealth
California
$231K +$12.5K +49 +5%
AWAU
677
Alliance Wealth Advisors (Utah)
Utah
$227K -$387K -1,517 -62%
MFIM
678
Mesirow Financial Investment Management
Illinois
$227K -$552K -2,168 -70%
KA
679
Klingman & Associates
New York
$226K -$28.3K -111 -11%
CFSG
680
Community Financial Services Group
Vermont
$225K – – –
SPWM
681
Schrum Private Wealth Management
Florida
$225K – – –
MGIA
682
Moneta Group Investment Advisors
Missouri
$224K -$8.41K -33 -3%
RG
683
Rathbones Group
United Kingdom
$223K – – –
TF
684
Trek Financial
Arizona
$223K +$234K +919 New
CIC
685
Carnegie Investment Counsel
Ohio
$223K – – –
AIM
686
Avity Investment Management
Connecticut
$221K -$11.5K -45 -5%
BCG
687
Breakwater Capital Group
New Jersey
$220K – – –
NAS
688
Nicolet Advisory Services
Wisconsin
$219K +$3.82K +15 +2%
AIFAIM
689
American Institute for Advanced Investment Management
Arizona
$219K – – –
LOWM
690
Laurel Oak Wealth Management
New Jersey
$217K +$228K +895 New
AF
691
Advisornet Financial
Minnesota
$217K +$15.5K +61 +7%
BAAM
692
Baker Avenue Asset Management
California
$216K +$15K +59 +7%
KWMG
693
King Wealth Management Group
Florida
$215K +$226K +886 New
ICP
694
Interchange Capital Partners
Pennsylvania
$215K +$29.6K +116 +15%
MC
695
Moors & Cabot
Massachusetts
$214K +$224K +880 New
EPAM
696
Euro Pacific Asset Management
Puerto Rico
$213K +$12K +47 +6%
WWM
697
Waterway Wealth Management
Texas
$210K +$8.92K +35 +4%
BAM
698
Blueshift Asset Management
New Jersey
$210K -$119K -468 -35%
TVPW
699
Third View Private Wealth
Connecticut
$208K +$218K +856 New
SCM
700
SCS Capital Management
Massachusetts
$207K +$217K +851 New
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