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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
WealthTrust Axiom
Pennsylvania
$363K +$29.3K +1,000 +9%
PS
552
Principal Securities
Iowa
$363K -$43.3K -1,477 -11%
CW
553
CreativeOne Wealth
Kansas
$361K +$67.8K +2,310 +24%
USGIU
554
U.S. Global Investors (USGI)
Texas
$359K +$58.7K +2,000 +20%
NIM
555
Northeast Investment Management
Massachusetts
$359K – – –
CA
556
Clearstead Advisors
Ohio
$355K -$38.4K -1,308 -10%
4WM
557
49 Wealth Management
Texas
$354K +$3.73K +127 +1%
GF
558
Goodman Financial
Texas
$354K – – –
WAM
559
Weinberger Asset Management
California
$351K -$2.64K -90 -0.8%
AWM
560
Accurate Wealth Management
Florida
$351K -$235 -8 -0.1%
CWM
561
Cordatus Wealth Management
Pennsylvania
$350K -$7.16K -244 -2%
SS
562
Sunbelt Securities
Texas
$350K +$40.9K +1,393 +13%
PFA
563
Pure Financial Advisors
California
$349K +$342K +11,670 New
DTC
564
Davidson Trust Company
Washington
$349K -$4.49K -153 -1%
FIM
565
Fruth Investment Management
Texas
$348K -$939 -32 -0.3%
AAM
566
AR Asset Management
California
$348K – – –
PL
567
Plancorp LLC
Missouri
$346K +$352 +12 +0.1%
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K – – –
GCC
569
Game Creek Capital
Massachusetts
$344K -$73.3K -2,500 -18%
ET
570
Equitable Trust
Tennessee
$343K – – –
PHS
571
Pekin Hardy Strauss
Illinois
$335K +$24.9K +850 +8%
RGC
572
Roberts, Glore & Co
Illinois
$335K – – –
TWPM
573
Total Wealth Planning & Management
Florida
$332K +$11.7K +400 +4%
CP
574
Covenant Partners
Tennessee
$332K – – –
CAL
575
Capital Analysts LLC
Pennsylvania
$327K +$469 +16 +0.1%
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