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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealth Architects
California
$436K +$306 +2 +0.1%
BTWM
752
Baker Tilly Wealth Management
Wisconsin
$434K -$1.71M -11,202 -80%
AWA
753
Arkadios Wealth Advisors
Georgia
$429K +$7.95K +52 +2%
PA
754
Procyon Advisors
Connecticut
$428K -$129K -843 -23%
SGA
755
Seaport Global Advisors
Massachusetts
$424K +$427K +2,793 New
CCA
756
Cravens & Co Advisors
Tennessee
$421K +$53.3K +349 +14%
GFP
757
Gryphon Financial Partners
Ohio
$418K -$111K -724 -21%
AT
758
Arden Trust
Delaware
$415K -$5.04K -33 -1%
HIP
759
HUB Investment Partners
Texas
$411K +$10.7K +70 +3%
HFP
760
Holistic Financial Partners
Indiana
$410K +$23.1K +151 +6%
FMB
761
Field & Main Bank
Kentucky
$405K -$9.93K -65 -2%
CUAMC
762
China Universal Asset Management Company
China
$402K -$128K -840 -24%
BCV
763
Banque Cantonale Vaudoise
Switzerland
$402K -$14.5K -95 -3%
BP
764
Ballentine Partners
Massachusetts
$402K -$24.4K -160 -6%
SQA
765
Simon Quick Advisors
New Jersey
$400K +$8.25K +54 +2%
CPA
766
Cardiff Park Advisors
California
$395K -$10.1K -66 -2%
CA
767
Commerzbank Aktiengesellschaft
Germany
$395K +$20.6K +135 +5%
FA
768
Fountainhead AM
New Jersey
$393K -$3.82K -25 -1%
HNB
769
Huntington National Bank
Ohio
$391K +$83.4K +546 +27%
SBIA
770
Sheaff Brock Investment Advisors
Indiana
$390K -$515K -3,369 -57%
CWM
771
Congress Wealth Management
Massachusetts
$390K -$534K -3,495 -58%
MIP
772
Marietta Investment Partners
Wisconsin
$390K -$5.35K -35 -1%
DIM
773
DLK Investment Management
California
$386K – – –
MOS
774
MGO One Seven
Ohio
$385K +$36.5K +239 +10%
LCM
775
Lazari Capital Management
California
$382K +$13.4K +88 +4%
29 30
31
32 33