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Barrick Mining
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
526
Pinnacle Wealth Management Group
Michigan
$195K – – –
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$194K -$16.7K -1,065 -8%
BS
528
Banco Santander
Spain
$191K +$179K +11,459 New
CWM
529
Chemistry Wealth Management
New York
$190K -$4.93K -315 -3%
KWM
530
Kingsview Wealth Management
Oregon
$190K +$179K +11,437 New
SB
531
Simmons Bank
Arkansas
$188K +$177K +11,300 New
BRWA
532
B. Riley Wealth Advisors
Florida
$188K +$19.5K +1,244 +11%
PSP
533
Pacific Sage Partners
Washington
$187K +$17.6K +1,128 +11%
LC
534
Lindbrook Capital
California
$186K -$3.46K -221 -2%
FBFS
535
First Business Financial Services
Wisconsin
$183K – – –
IAMH
536
IvyRock Asset Management (HK)
Hong Kong
$183K – – –
TFS
537
Thoroughbred Financial Services
Tennessee
$182K -$13.3K -853 -7%
QP
538
Quilter Plc
United Kingdom
$178K +$167K +10,685 New
BWCS
539
Beirne Wealth Consulting Services
Connecticut
$177K – – –
BFG
540
Berger Financial Group
Minnesota
$176K -$282 -18 -0.2%
P
541
&Partners
Tennessee
$175K -$9.48K -606 -5%
CCB
542
Country Club Bank
Missouri
$172K – – –
APP
543
Avantax Planning Partners
Iowa
$170K +$160K +10,237 New
CWMGP
544
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$170K -$367K -23,485 -70%
AOI
545
Auto-Owners Insurance
Michigan
$170K – – –
WFPG
546
Waller Financial Planning Group
Ohio
$169K – – –
SW
547
SteelPeak Wealth
California
$169K +$159K +10,147 New
WP
548
WMS Partners
Maryland
$168K +$158K +10,126 New
SS
549
Sunbelt Securities
Texas
$167K +$50.1K +3,200 +47%
MCM
550
McRae Capital Management
New Jersey
$166K – – –
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