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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
2526
Jay D. Rosenbaum
$2.27M -$27.6K -160 -1%
WMP
2527
Wealth Management Partners
Arizona
$2.27M -$176K -1,020 -7%
USGIU
2528
U.S. Global Investors (USGI)
Texas
$2.27M – – –
SPFA
2529
Summit Place Financial Advisors
New Jersey
$2.27M +$148K +860 +7%
PA
2530
PSI Advisors
Florida
$2.26M +$138K +800 +6%
FBFS
2531
First Business Financial Services
Wisconsin
$2.26M +$1.55M +9,000 +189%
WLIM
2532
White Lighthouse Investment Management
Massachusetts
$2.25M +$27.6K +160 +1%
FMWA
2533
Forvis Mazars Wealth Advisors
Missouri
$2.25M +$459K +2,660 +24%
NAMM
2534
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.25M -$48.3K -280 -2%
CWM
2535
Concentric Wealth Management
California
$2.23M -$86.2K -500 -4%
LAI
2536
Legal Advantage Investments
California
$2.23M -$51.7K -300 -2%
SIS
2537
Sound Income Strategies
Florida
$2.23M +$307K +1,780 +15%
FCFC
2538
First Commonwealth Financial Corp
Pennsylvania
$2.23M -$128K -740 -5%
HWA
2539
HHM Wealth Advisors
Tennessee
$2.23M +$6.9K +40 +0.3%
GHAM
2540
Gilman Hill Asset Management
Connecticut
$2.23M +$214K +1,240 +10%
CWM
2541
Chesapeake Wealth Management
Virginia
$2.22M -$58.6K -340 -2%
WA
2542
Waverly Advisors
Alabama
$2.22M -$10.3K -60 -0.5%
WAAG
2543
Wealth Alliance Advisory Group
Kansas
$2.22M +$10.3K +60 +0.4%
AIFAIM
2544
American Institute for Advanced Investment Management
Arizona
$2.21M -$3.45K -20 -0.1%
CIA
2545
Compass Ion Advisors
Pennsylvania
$2.21M – – –
BFS
2546
Bickling Financial Services
Massachusetts
$2.21M -$138K -800 -6%
MCIA
2547
Mountain Capital Investment Advisors
Colorado
$2.2M – – –
WIA
2548
World Investment Advisors
California
$2.2M -$307K -1,780 -12%
PHAM
2549
Palisades Hudson Asset Management
Florida
$2.2M – – –
TCM
2550
Tributary Capital Management
Nebraska
$2.19M -$51.7K -300 -2%
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