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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
676
Mitchell Capital Management
Kansas
$3.63M +$1.48M +6,834 +74%
SAI
677
Systematic Alpha Investments
New Jersey
$3.62M +$261K +1,200 +9%
QI
678
Qtron Investments
Massachusetts
$3.62M – – –
NIM
679
Northeast Investment Management
Massachusetts
$3.57M +$294K +1,356 +9%
WA
680
Wealth Architects
California
$3.57M -$88.6K -408 -3%
AFA
681
Arlington Financial Advisors
California
$3.57M -$2.58M -11,877 -43%
OPS
682
Orion Portfolio Solutions
Nebraska
$3.56M +$169K +777 +5%
NP
683
NorthRock Partners
Minnesota
$3.56M +$205K +945 +6%
IA
684
Insight Advisors
Pennsylvania
$3.55M +$104K +480 +3%
FIM
685
Freedom Investment Management
Connecticut
$3.55M -$1.09M -5,031 -24%
BCM
686
Bridgeway Capital Management
Texas
$3.53M -$1.6M -7,380 -32%
SAS
687
Stelac Advisory Services
New York
$3.52M -$84K -387 -2%
CPWM
688
Cardinal Point Wealth Management
California
$3.52M – – –
SB
689
Strategic Blueprint
Georgia
$3.51M -$649K -2,988 -16%
CMI
690
Clare Market Investments
Texas
$3.51M +$686K +3,159 +26%
EPC
691
Emerson Point Capital
New York
$3.48M – – –
GVAG
692
Great Valley Advisor Group
Delaware
$3.48M +$407K +1,875 +14%
USGIU
693
U.S. Global Investors (USGI)
Texas
$3.47M +$1.11M +5,115 +50%
CPWM
694
Cypress Point Wealth Management
Texas
$3.46M – – –
FA
695
Financial Avengers
California
$3.44M – – –
BCA
696
Biltmore Capital Advisors
New Jersey
$3.4M +$205K +945 +7%
IIM
697
Intact Investment Management
Quebec, Canada
$3.4M – – –
CWS
698
Cypress Wealth Services
California
$3.39M -$67.7K -312 -2%
EDRH
699
Edmond de Rothschild Holding
Switzerland
$3.38M -$1.41M -6,513 -30%
LWM
700
Laidlaw Wealth Management
New York
$3.38M +$231K +1,062 +8%
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