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Barrick Mining
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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
501
AMG National Trust Bank
Colorado
$238K – – –
FHB
502
First Hawaiian Bank
Hawaii
$235K +$221K +14,111 New
GIM
503
Gold Investment Management
Alberta, Canada
$233K +$7.23K +462 +3%
SWP
504
Stratos Wealth Partners
Ohio
$232K -$766 -49 -0.3%
SFA
505
Sequoia Financial Advisors
Ohio
$230K +$18.7K +1,196 +9%
CGL
506
Clarius Group LLC
Washington
$222K -$35.1K -2,246 -14%
IFG
507
Independent Financial Group
California
$219K -$488K -31,210 -70%
WHG
508
Westwood Holdings Group
Texas
$217K -$72.1K -4,610 -26%
NS
509
NBC Securities
Alabama
$216K +$41.5K +2,655 +26%
GITFIT
510
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$216K – – –
FT
511
Fiduciary Trust
Massachusetts
$215K -$939 -60 -0.5%
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$213K +$15.4K +984 +8%
GIA
513
Gladstone Institutional Advisory
Florida
$210K -$58.7K -3,754 -23%
FI
514
Fractal Investments
Connecticut
$206K – – –
EWM
515
Edge Wealth Management
New York
$204K +$11.3K +725 +6%
OQS
516
Occudo Quantitative Strategies
Florida
$200K -$2.34M -149,838 -93%
BAM
517
Brave Asset Management
New Jersey
$200K – – –
CBA
518
Coastal Bridge Advisors
Connecticut
$200K +$9.38K +600 +5%
PF
519
Phoenix Financial
Israel
$199K – – –
1WA
520
180 Wealth Advisors
Washington
$199K +$6.15K +393 +3%
FPAS
521
Focus Partners Advisor Solutions
Missouri
$199K +$187K +11,931 New
KC
522
Kepos Capital
New York
$197K +$187K +11,940 New
JWM
523
Jeppson Wealth Management
California
$197K -$46K -2,941 -20%
IRC
524
Investors Research Corp
Georgia
$195K -$1.05K -67 -0.6%
PWMG
525
Pinnacle Wealth Management Group
Michigan
$195K – – –
19 20
21
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