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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
676
Geneos Wealth Management
Colorado
$34.2K – – –
MWA
677
Medallion Wealth Advisors
Connecticut
$34.2K – – –
GKIM
678
GW&K Investment Management
Massachusetts
$34K +$10.5K +51 +34%
WA
679
WPG Advisers
Maryland
$32.7K -$28.7K -139 -42%
RFP
680
Root Financial Partners
California
$32.2K -$72.9K -353 -65%
PWA
681
Physician Wealth Advisors
Utah
$32K +$413 +2 +1%
RS
682
Rakuten Securities
Japan
$31.8K -$31.6K -153 -45%
FRA
683
Front Row Advisors
California
$31.7K +$29.9K +145 +363%
CFD
684
Creative Financial Designs
Indiana
$31.3K +$11.6K +56 +44%
FDCP
685
Foster Dykema Cabot & Partners
Massachusetts
$30.8K – – –
RF
686
Rossby Financial
Florida
$30.5K +$16.3K +79 +80%
AFC
687
Ares Financial Consulting
California
$30.3K +$34.5K +167 +1,670%
IWS
688
Intentional Wealth Strategies
Colorado
$29.8K +$35.9K +174 New
CA
689
CoreCap Advisors
Michigan
$29.1K -$1.03K -5 -3%
BHWM
690
Beaird Harris Wealth Management
Texas
$29.1K – – –
JWA
691
JFS Wealth Advisors
Pennsylvania
$28.8K -$2.27K -11 -6%
DI
692
DAGCO Inc
Ohio
$28.8K – – –
ANBT
693
American National Bank & Trust
Texas
$28.1K -$2.89K -14 -8%
CT
694
Colonial Trust
South Carolina
$27.4K -$18.6K -90 -36%
M
695
MOTCO
Texas
$27.4K +$7.22K +35 +28%
AA
696
Ancora Advisors
Ohio
$27.2K -$14.4K -70 -31%
SWM
697
SHP Wealth Management
Massachusetts
$26.1K -$8.46K -41 -21%
HWA
698
HHM Wealth Advisors
Tennessee
$26K – – –
PWA
699
Provenance Wealth Advisors
Florida
$25.5K – – –
RWM
700
Raffa Wealth Management
District of Columbia
$25.3K – – –
26 27
28
29 30