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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1376
Access Financial Services
Minnesota
$427K +$17.4K +95 +4%
MWM
1377
Meridian Wealth Management
Kentucky
$427K +$460K +2,504 New
NJBEST
1378
New Jersey Better Educational Savings Trust
New Jersey
$426K -$165K -900 -26%
USGIU
1379
U.S. Global Investors (USGI)
Texas
$426K +$36.7K +200 +9%
DCM
1380
Dynamic Capital Management
Jersey
$426K +$209K +1,141 +84%
PWM
1381
Perigon Wealth Management
California
$425K +$348K +1,894 +317%
SIM
1382
SSI Investment Management
California
$424K -$8.99K -49 -2%
SKK
1383
Shepherd Kaplan Krochuk
Massachusetts
$422K – – –
EWA
1384
Exencial Wealth Advisors
Oklahoma
$420K +$36.9K +201 +9%
MHIC
1385
Marble Harbor Investment Counsel
Massachusetts
$417K -$229K -1,250 -34%
TMAM
1386
Tokio Marine Asset Management
Japan
$415K -$301K -1,638 -40%
IFS
1387
Ifrah Financial Services
Arkansas
$415K -$2.94K -16 -0.7%
PCTC
1388
Perkins Coie Trust Company
Washington
$415K – – –
LA
1389
Legacy Advisors
Pennsylvania
$411K +$431K +2,348 +4,515%
GJCM
1390
Grand Jean Capital Management
California
$410K -$8.99K -49 -2%
BO
1391
BRR OpCo
Ohio
$410K – – –
NCM
1392
Nelson Capital Management
California
$408K -$131K -715 -23%
DWM
1393
Doyle Wealth Management
Florida
$408K -$90.3K -492 -17%
CWS
1394
Cypress Wealth Services
California
$407K -$58K -316 -12%
PCG
1395
Private Capital Group
Connecticut
$403K -$24.8K -135 -5%
VAM
1396
Verity Asset Management
North Carolina
$403K +$18.5K +101 +4%
HIM
1397
Hillsdale Investment Management
Ontario, Canada
$399K – – –
SWMG
1398
Signature Wealth Management Group
Georgia
$396K +$36.2K +197 +9%
SFFS
1399
Stonehage Fleming Financial Services
Jersey
$392K -$266K -1,450 -39%
PK
1400
Pflug Koory
Nebraska
$391K – – –