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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
776
HBK Sorce Advisory
Pennsylvania
$3.58M +$10.6K +39 +0.2%
SLWA
777
San Luis Wealth Advisors
California
$3.58M +$106K +390 +3%
VAM
778
Vienna Asset Management
California
$3.58M +$2.14M +7,857 +97%
CFGS
779
Concourse Financial Group Securities
Alabama
$3.57M +$826K +3,027 +23%
DVF
780
Discovery Value Fund
Singapore
$3.56M -$1.77M -6,501 -29%
EAM
781
EFG Asset Management
Oregon
$3.56M -$644K -2,358 -13%
PPW
782
Pinnacle Private Wealth
Massachusetts
$3.54M +$878K +3,216 +26%
WA
783
Wealth Architects
California
$3.54M -$73.7K -270 -2%
DC
784
DeDora Capital
California
$3.53M -$242K -885 -5%
APW
785
Austin Private Wealth
Texas
$3.52M +$227K +831 +6%
APP
786
Avantax Planning Partners
Iowa
$3.51M +$986K +3,612 +30%
RSWM
787
Robertson Stephens Wealth Management
California
$3.5M +$266K +975 +7%
YC
788
Yarbrough Capital
Tennessee
$3.5M -$4.09K -15 -0.1%
AAF
789
Andra AP-fonden
Sweden
$3.5M +$4.26M +15,600 New
CPWMP
790
Cardinal Point Wealth Management Partners
California
$3.48M -$2.46K -9 -0.1%
CIM
791
Chapman Investment Management
California
$3.47M -$103K -378 -2%
QWM
792
QP Wealth Management
New Jersey
$3.46M -$42.6K -156 -1%
MSFP
793
Mark Sheptoff Financial Planning
Connecticut
$3.46M -$16.4K -60 -0.4%
DC
794
Davenport & Co
Virginia
$3.46M -$2.69M -9,852 -39%
LWAC
795
Laurel Wealth Advisors (California)
California
$3.44M +$112K +411 +3%
WAM
796
Weatherly Asset Management
California
$3.43M -$24.6K -90 -0.6%
JRP
797
Jasper Ridge Partners
California
$3.42M – – –
JSAM
798
J. Safra Asset Management
New York
$3.41M +$31.9M +117,000 +557%
FFA
799
First Foundation Advisors
California
$3.4M +$31.9K +117 +0.8%
GCM
800
Gladius Capital Management
Illinois
$3.4M -$8.3M -30,405 -67%
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