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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
701
Provenance Wealth Advisors
Florida
$34.1K – – –
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K – – –
GKIM
703
GW&K Investment Management
Massachusetts
$32K +$1.06K +5 +4%
FNWA
704
Financial Network Wealth Advisors
Utah
$31.4K – – –
SVCP
705
Silicon Valley Capital Partners
California
$31.2K – – –
RWM
706
Raffa Wealth Management
District of Columbia
$30K +$5.74K +27 +26%
CA
707
Continuum Advisory
Idaho
$29.4K -$2.55K -12 -9%
FP
708
Financial Perspectives
Minnesota
$28.6K – – –
POIA
709
Pin Oak Investment Advisors
Texas
$28K -$13.2K -62 -33%
CFO
710
CVA Family Office
Colorado
$27.7K – – –
ATC
711
Adirondack Trust Company
New York
$27.7K -$16.6K -78 -39%
SWM
712
Sugarloaf Wealth Management
Georgia
$27K – – –
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$26.1K – – –
GGI
714
Godsey & Gibb Inc
Virginia
$24.7K +$23K +108 New
BIA
715
Bell Investment Advisors
California
$24.5K +$1.49K +7 +7%
UIA
716
Ulland Investment Advisors
Minnesota
$23K – – –
FMP
717
Financial Management Professionals
Texas
$23K +$3.4K +16 +19%
WTA
718
Washington Trust Advisors
Massachusetts
$22.9K -$6.8K -32 -24%
BCMLT
719
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5K +$16.2K +76 +422%
EAM
720
Eukles Asset Management
Ohio
$21.1K – – –
CT
721
Colonial Trust
South Carolina
$20.9K – – –
WWP
722
WR Wealth Planners
Missouri
$20.6K -$2.98K -14 -13%
PWMG
723
Prestige Wealth Management Group
New Jersey
$19.9K – – –
W
724
WealthCollab
Washington
$19K – – –
RFG
725
REAP Financial Group
Texas
$18.6K +$13.4K +63 +350%
27 28
29
30 31