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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
726
Badgley Phelps Wealth Managers
Washington
$243K -$56.5K -197 -20%
CWA
727
CogentBlue Wealth Advisors
Tennessee
$243K +$229K +798 New
UB
728
UMB Bank
Missouri
$242K +$32.4K +113 +17%
ML
729
Mayport LLC
Massachusetts
$241K -$14.9K -52 -6%
XF
730
XML Financial
Maryland
$239K – – –
IFG
731
Independent Financial Group
California
$238K +$224K +782 New
G
732
GenTrust
Florida
$237K +$5.16K +18 +2%
ONB
733
Old National Bancorp
Indiana
$236K -$41.3K -144 -16%
MWS
734
MFA Wealth Services
California
$236K +$222K +775 New
VC
735
Veery Capital
Delaware
$234K -$13.5K -47 -6%
PA
736
Procyon Advisors
Connecticut
$233K -$460K -1,605 -68%
BC
737
Brio Consultants
California
$233K +$220K +766 New
CT
738
Caldwell Trust
Florida
$231K +$26.1K +91 +14%
NP
739
Nilsine Partners
Colorado
$231K +$217K +758 New
BIM
740
Brentview Investment Management
Illinois
$230K – – –
MC
741
Moors & Cabot
Massachusetts
$228K -$7.45K -26 -3%
BGC
742
Beutel, Goodman & Co
Ontario, Canada
$228K -$115K -400 -35%
WA
743
Wambolt & Associates
Colorado
$228K -$39K -136 -15%
CCMG
744
Clark Capital Management Group
Pennsylvania
$227K +$214K +747 New
CPA
745
Capital Planning Advisors
California
$223K +$210K +734 New
KIA
746
KCM Investment Advisors
California
$223K +$210K +733 New
JIP
747
Jaffetilchin Investment Partners
Florida
$222K +$209K +730 New
WA
748
Whipplewood Advisors
Colorado
$221K +$7.45K +26 +4%
SIA
749
Soltis Investment Advisors
Utah
$220K +$207K +722 New
EW
750
Evoke Wealth
California
$218K +$205K +717 New
28 29
30
31 32