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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1376
Private Capital Group
Connecticut
$434K +$442K +2,497 New
SCM
1377
SOL Capital Management
Maryland
$431K -$93.8K -530 -18%
SKK
1378
Shepherd Kaplan Krochuk
Massachusetts
$431K – – –
SSW
1379
Smith Shellnut Wilson
Mississippi
$430K – – –
SCCM
1380
Schafer Cullen Capital Management
New York
$430K +$16.8K +95 +4%
GJCM
1381
Grand Jean Capital Management
California
$427K – – –
IFS
1382
Ifrah Financial Services
Arkansas
$426K -$316K -1,788 -42%
PCTC
1383
Perkins Coie Trust Company
Washington
$424K -$17.7K -100 -4%
ACM
1384
AlphaStar Capital Management
North Carolina
$423K +$430K +2,432 New
BO
1385
BRR OpCo
Ohio
$419K +$177 +1 +0%
AFS
1386
Access Financial Services
Minnesota
$419K +$169K +954 +66%
VCM
1387
Vigilant Capital Management
Maine
$419K +$205K +1,161 +93%
BAM
1388
Belpointe Asset Management
Nevada
$418K -$17.9K -101 -4%
KOCAA
1389
Knights of Columbus Asset Advisors
Connecticut
$417K – – –
NFG
1390
Nations Financial Group
Iowa
$413K -$7.61K -43 -2%
VAM
1391
Verity Asset Management
North Carolina
$413K +$45.7K +258 +13%
GLI
1392
Guardian Life Insurance
New York
$411K +$124K +699 +42%
Acadian Asset Management
1393
Acadian Asset Management
Massachusetts
$410K – – –
SMC
1394
Smith, Moore & Co
Missouri
$408K +$354 +2 +0.1%
HIM
1395
Hillsdale Investment Management
Ontario, Canada
$407K +$70.8K +400 +21%
WP
1396
WealthPLAN Partners
Nebraska
$405K -$155K -878 -27%
Group One Trading
1397
Group One Trading
Illinois
$405K +$412K +2,327 New
QAM
1398
Quantres Asset Management
Cayman Islands
$400K +$407K +2,300 New
USGIU
1399
U.S. Global Investors (USGI)
Texas
$400K +$407K +2,300 New
PAM
1400
Paradigm Asset Management
New York
$400K -$53.1K -300 -12%