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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1176
Financial Architects (New Jersey)
New Jersey
$697K -$25.6K -123 -4%
CT
1177
Chicago Trust
Illinois
$695K +$5.21K +25 +0.8%
SWM
1178
Segment Wealth Management
Texas
$692K +$47.1K +226 +8%
CA
1179
Claro Advisors
Massachusetts
$681K -$114K -549 -15%
CFD
1180
Creative Financial Designs
Indiana
$681K +$89.5K +430 +16%
BOM
1181
Bank of Marin
California
$681K +$98.9K +475 +18%
LSA
1182
L & S Advisors
California
$679K -$2.81M -13,486 -81%
FIM
1183
Freedom Investment Management
Connecticut
$678K -$78.5K -377 -11%
GIM
1184
Groesbeck Investment Management
New Jersey
$677K – – –
FBT
1185
First Bank & Trust
South Dakota
$676K -$104K -499 -14%
SAM
1186
SignalPoint Asset Management
Missouri
$675K -$232K -1,115 -26%
WCM
1187
Weld Capital Management
New York
$672K +$649K +3,117 New
LSPW
1188
Lake Street Private Wealth
Illinois
$669K -$157K -755 -20%
AIA
1189
Armor Investment Advisors
North Carolina
$669K -$25K -120 -4%
PR
1190
Payden & Rygel
California
$669K – – –
EPA
1191
Element Pointe Advisors
Florida
$664K +$63.1K +303 +11%
RFM
1192
Royal Fund Management
Florida
$664K +$140K +671 +28%
FVSAZ
1193
Flossbach von Storch AG Zurich
Switzerland
$663K -$2.36M -11,350 -79%
ETC
1194
Exchange Traded Concepts
Oklahoma
$663K +$10K +48 +2%
TFS
1195
TrustCore Financial Services
Tennessee
$663K +$79.1K +380 +14%
FB
1196
Fulton Bank
Pennsylvania
$662K +$20K +96 +3%
ECG
1197
Edge Capital Group
Georgia
$657K +$90.8K +436 +17%
OPA
1198
Old Port Advisors
Maine
$654K +$54.8K +263 +9%
HLA
1199
Hamilton Lane Advisors
Pennsylvania
$654K +$632K +3,033 New
ATC
1200
Argent Trust Co
Tennessee
$652K +$16.2K +78 +3%
46 47
48
49 50