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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1176
Chicago Trust
Illinois
$695K +$5.21K +25 +0.8%
SWM
1177
Segment Wealth Management
Texas
$692K +$47.1K +226 +8%
CA
1178
Claro Advisors
Massachusetts
$681K -$114K -549 -15%
CFD
1179
Creative Financial Designs
Indiana
$681K +$89.5K +430 +16%
BOM
1180
Bank of Marin
California
$681K +$98.9K +475 +18%
LSA
1181
L & S Advisors
California
$679K -$2.81M -13,486 -81%
FIM
1182
Freedom Investment Management
Connecticut
$678K -$78.5K -377 -11%
GIM
1183
Groesbeck Investment Management
New Jersey
$677K – – –
FBT
1184
First Bank & Trust
South Dakota
$676K -$104K -499 -14%
SAM
1185
SignalPoint Asset Management
Missouri
$675K -$232K -1,115 -26%
WCM
1186
Weld Capital Management
New York
$672K +$649K +3,117 New
LSPW
1187
Lake Street Private Wealth
Illinois
$669K -$157K -755 -20%
AIA
1188
Armor Investment Advisors
North Carolina
$669K -$25K -120 -4%
PR
1189
Payden & Rygel
California
$669K – – –
EPA
1190
Element Pointe Advisors
Florida
$664K +$63.1K +303 +11%
RFM
1191
Royal Fund Management
Florida
$664K +$140K +671 +28%
FVSAZ
1192
Flossbach von Storch AG Zurich
Switzerland
$663K -$2.36M -11,350 -79%
ETC
1193
Exchange Traded Concepts
Oklahoma
$663K +$10K +48 +2%
TFS
1194
TrustCore Financial Services
Tennessee
$663K +$79.1K +380 +14%
FB
1195
Fulton Bank
Pennsylvania
$662K +$20K +96 +3%
ECG
1196
Edge Capital Group
Georgia
$657K +$90.8K +436 +17%
OPA
1197
Old Port Advisors
Maine
$654K +$54.8K +263 +9%
HLA
1198
Hamilton Lane Advisors
Pennsylvania
$654K +$632K +3,033 New
ATC
1199
Argent Trust Co
Tennessee
$652K +$16.2K +78 +3%
GA
1200
Gateway Advisory
New Jersey
$650K – – –
46 47
48
49 50