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SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Continuum Advisory
Idaho
$30.8K -$476 -2 -2%
FP
752
Financial Perspectives
Minnesota
$30.8K – – –
CFO
753
CVA Family Office
Colorado
$29.8K – – –
ATC
754
Adirondack Trust Company
New York
$29.8K – – –
SWM
755
Sugarloaf Wealth Management
Georgia
$29.1K – – –
POIA
756
Pin Oak Investment Advisors
Texas
$29K – – –
RS
757
Rakuten Securities
Japan
$27.6K +$25.7K +108 +2,700%
CPG
758
Cornerstone Planning Group
New Jersey
$25.6K +$4.52K +19 +26%
UIA
759
Ulland Investment Advisors
Minnesota
$25K – – –
CWM
760
Centricity Wealth Management
Ohio
$24.6K +$23.8K +100 New
CWM
761
Crowley Wealth Management
Delaware
$24.6K +$23.8K +100 New
LC
762
Lavaca Capital
Texas
$24.6K +$23.8K +100 New
CFFP
763
Center for Financial Planning
Michigan
$24.1K +$23.3K +98 New
BCMLT
764
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.1K – – –
HI
765
Human Investing
Oregon
$23.1K +$22.4K +94 New
EAM
766
Eukles Asset Management
Ohio
$22.7K – – –
WTA
767
Washington Trust Advisors
Massachusetts
$22.6K -$1.9K -8 -8%
CT
768
Colonial Trust
South Carolina
$22.3K -$238 -1 -1%
WAS
769
Winch Advisory Services
Wisconsin
$22.2K +$21.4K +90 New
UBP
770
Union Bancaire Privee
Switzerland
$21.9K +$26.2K +110 New
PWMG
771
Prestige Wealth Management Group
New Jersey
$21.4K – – –
W
772
WealthCollab
Washington
$20.4K – – –
RAM
773
Riggs Asset Management
Pennsylvania
$19.9K – – –
CF
774
Conquis Financial
California
$19K +$18.3K +77 New
EPIMS
775
Evelyn Partners Investment Management Services
$18.7K +$18.1K +76 New
29 30
31
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