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Barrick Mining
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
451
J.W. Cole Advisors
Florida
$977K +$92.1K +3,634 +14%
IQI
452
Integrated Quantitative Investments
Washington
$970K -$356K -14,029 -32%
MWPCG
453
Measured Wealth Private Client Group
New Hampshire
$952K -$111K -4,388 -13%
OAM
454
Oak Asset Management
California
$934K – – –
SAI
455
Savvy Advisors Inc
New York
$932K +$131K +5,161 +22%
FCA
456
FLC Capital Advisors
California
$903K – – –
CIAM
457
Caitong International Asset Management
Hong Kong
$901K +$697K +27,500 New
PF
458
Phoenix Financial
Israel
$895K -$684K -27,000 -50%
EIM
459
Essex Investment Management
Massachusetts
$881K -$684 -27 -0.1%
FCCM
460
First City Capital Management
Georgia
$872K – – –
CWS
461
Confluence Wealth Services
Pennsylvania
$861K +$666K +26,285 New
BWP
462
Balboa Wealth Partners
Arizona
$855K +$661K +26,085 New
UFPG
463
United Financial Planning Group
New York
$848K +$656K +25,886 New
GT
464
Greenleaf Trust
Michigan
$844K -$11.2K -440 -2%
PWG
465
Portside Wealth Group
Utah
$837K -$66K -2,605 -9%
RWM
466
Ritholtz Wealth Management
New York
$832K +$184K +7,258 +40%
HA
467
HHLR Advisors
Cayman Islands
$832K +$644K +25,400 New
SC
468
Syon Capital
California
$826K +$16.6K +657 +3%
PMAM
469
Penn Mutual Asset Management
Pennsylvania
$813K -$55.8K -2,200 -8%
MLM
470
Mount Lucas Management
Pennsylvania
$811K -$44.9K -1,770 -7%
XWM
471
Xcel Wealth Management
Florida
$810K -$211K -8,325 -25%
SC
472
Savant Capital
Illinois
$810K +$38.3K +1,510 +7%
GP
473
Greenline Partners
New York
$798K +$161K +6,348 +35%
KIA
474
KCM Investment Advisors
California
$796K +$160K +6,328 +35%
LCS
475
Levin Capital Strategies
New York
$794K -$12.8K -507 -2%
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19
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