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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
676
Arlington Financial Advisors
California
$4.11M +$41.7K +177 +1%
WA
677
Wealth Architects
California
$4.11M +$36K +153 +1%
SCA
678
Sassicaia Capital Advisers
New York
$4.11M +$2.97M +12,621 +385%
CW
679
CreativeOne Wealth
Kansas
$4.11M +$844K +3,585 +29%
GVAG
680
Great Valley Advisor Group
Delaware
$4.1M +$101K +429 +3%
NIM
681
Northeast Investment Management
Massachusetts
$4.08M +$5.65K +24 +0.2%
GLA
682
Good Life Advisors
Pennsylvania
$4.08M +$2.31M +9,795 +164%
MGIA
683
Moneta Group Investment Advisors
Missouri
$4.07M -$74.8K -318 -2%
FFA
684
First Foundation Advisors
California
$4.06M +$646K +2,745 +21%
CPWM
685
Cardinal Point Wealth Management
California
$4.01M
EPC
686
Emerson Point Capital
New York
$3.97M
TA
687
Tiedemann Advisors
New York
$3.97M -$3.62M -15,366 -50%
USGIU
688
U.S. Global Investors (USGI)
Texas
$3.96M
SB
689
Strategic Blueprint
Georgia
$3.95M -$51.5K -219 -1%
CPWM
690
Cypress Point Wealth Management
Texas
$3.95M
FA
691
Financial Avengers
California
$3.92M
LWM
692
Laidlaw Wealth Management
New York
$3.9M +$39.5K +168 +1%
WT
693
Whittier Trust
California
$3.85M +$287K +1,221 +9%
WSFS
694
Wilmington Savings Fund Society
Delaware
$3.84M +$8.47K +36 +0.2%
DAM
695
Derbend Asset Management
Georgia
$3.84M +$138K +585 +4%
AAM
696
Azzad Asset Management
Virginia
$3.84M -$299K -1,269 -8%
FIM
697
Freedom Investment Management
Connecticut
$3.83M -$203K -864 -6%
SC
698
Sepio Capital
Utah
$3.81M -$1.35M -5,748 -28%
CWM
699
Circle Wealth Management
New Jersey
$3.79M -$48.7K -207 -1%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$3.78M +$133K +567 +4%