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Barrick Mining
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Addenda Capital
Quebec, Canada
$267K -$757K -18,470 -78%
VA
727
VestGen Advisors
Illinois
$266K +$33.2K +809 +13%
LMFP
728
Larry Mathis Financial Planning
Arizona
$260K -$72.6K -1,770 -20%
FWP
729
Flatrock Wealth Partners
California
$259K -$2.29K -56 -0.8%
CFG
730
Citizens Financial Group
Rhode Island
$258K +$3.73K +91 +1%
EWA
731
EverSource Wealth Advisors
Alabama
$257K -$41.6K -1,014 -13%
AWM
732
Avior Wealth Management
Nebraska
$257K -$95.4K -2,327 -25%
CIA
733
Capital Investment Advisors
Georgia
$256K +$30.3K +740 +12%
AP
734
Advisortrust Partners
North Carolina
$256K +$14.7K +359 +5%
CCM
735
Causeway Capital Management
California
$256K -$31.6K -770 -10%
CCM
736
Coldstream Capital Management
Washington
$254K -$59.8K -1,459 -17%
BWM
737
Bullock Wealth Management
Indiana
$253K +$284K +6,928 New
CIAS
738
Capital Investment Advisory Services
North Carolina
$252K +$10.7K +260 +4%
AC
739
Apella Capital
Connecticut
$249K +$277K +6,757 New
OWCM
740
One Wealth Capital Management
Arizona
$249K +$278K +6,776 New
CRC
741
Curi RMB Capital
Illinois
$249K +$15.8K +386 +6%
RWS
742
RASP Wealth Solutions
Indiana
$248K +$277K +6,752 New
PP
743
PDS Planning
Ohio
$246K -$28.4K -693 -9%
EGA
744
E&G Advisors
Texas
$246K – – –
ZBNA
745
Zions Bancorporation, National Association
Utah
$246K +$12.4K +303 +5%
QPWM
746
Quadrant Private Wealth Management
Pennsylvania
$246K +$30.5K +743 +12%
VCM
747
Versant Capital Management
Arizona
$243K +$18.5K +451 +7%
FAN
748
Financial Advisors Network
California
$242K – – –
WMA
749
West Michigan Advisors
Michigan
$241K +$269K +6,568 New
FGA
750
Fortis Group Advisors
New Jersey
$241K -$33.3K -813 -11%
28 29
30
31 32