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Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1676
Cypress Point Wealth Management
Texas
$935K +$932K +25,400 New
PAS
1677
Professional Advisory Services
Florida
$933K -$63.6K -1,733 -6%
STA
1678
Summit Trail Advisors
New York
$933K +$929K +25,333 New
ONST
1679
Old North State Trust
North Carolina
$931K +$13K +355 +1%
SWM
1680
Salvus Wealth Management
New Jersey
$931K +$919K +25,066 New
QCIG
1681
Quad-Cities Investment Group
Iowa
$930K -$45.8K -1,249 -5%
FANJ
1682
Financial Architects (New Jersey)
New Jersey
$930K -$8.07K -220 -0.9%
CS
1683
Cannell & Spears
New York
$929K -$140K -3,810 -13%
RWP
1684
RWA Wealth Partners
Massachusetts
$928K -$6.09M -166,045 -87%
TAM
1685
Trillium Asset Management
Massachusetts
$927K -$21.4K -584 -2%
LMAM
1686
Legg Mason Asset Management
Japan
$922K +$919K +25,044 New
OGC
1687
One68 Global Capital
New York
$920K +$337K +9,190 +58%
PWPS
1688
Pinnacle Wealth Planning Services
Ohio
$919K -$89.8K -2,447 -9%
SCA
1689
Stonebridge Capital Advisors
Minnesota
$919K -$6.75K -184 -0.7%
PCG
1690
Private Capital Group
Connecticut
$919K +$2.49K +68 +0.3%
Holocene Advisors
1691
Holocene Advisors
New York
$918K +$915K +24,951 New
PFA
1692
Pinnacle Family Advisors
Missouri
$914K +$671K +18,301 +280%
M
1693
Mirova
France
$913K +$703K +19,163 +339%
TI
1694
Tidal Investments
Wisconsin
$912K +$230K +6,283 +34%
HHAA
1695
Henry H. Armstrong Associates
Pennsylvania
$911K -$45.2K -1,231 -5%
CCA
1696
Cruiser Capital Advisors
Connecticut
$908K +$905K +24,670 New
PFM
1697
Parsec Financial Management
North Carolina
$907K +$346K +9,428 +62%
AL
1698
Aspiriant LLC
California
$906K -$1.11M -30,177 -55%
GWA
1699
GGM Wealth Advisors
Maryland
$905K +$901K +24,577 New
FPS
1700
Fieldpoint Private Securities
Connecticut
$901K +$109K +2,961 +14%