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Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SteelPeak Wealth
California
$335K +$279K +7,127 New
CIA
727
Cape Investment Advisory
Georgia
$334K +$82K +2,092 +42%
DE
728
Diversified Enterprises
Delaware
$333K -$10.9K -278 -4%
GIM
729
Goelzer Investment Management
Indiana
$332K – – –
UAS
730
United Asset Strategies
New York
$331K – – –
FFM
731
Forum Financial Management
Illinois
$331K -$757K -19,319 -73%
USGIU
732
U.S. Global Investors (USGI)
Texas
$329K – – –
CGIM
733
Capital Group Investment Management
Singapore
$329K +$274K +7,000 New
RC
734
Rexford Capital
Texas
$329K – – –
GWM
735
GSB Wealth Management
Connecticut
$329K – – –
CD
736
Chapin Davis
Maryland
$329K +$14.5K +371 +6%
EFS
737
Essex Financial Services
Connecticut
$327K +$273K +6,965 New
NPPM
738
North Point Portfolio Managers
Ohio
$327K – – –
TL
739
Tradewinds LLC
North Carolina
$326K – – –
VCA
740
Verdence Capital Advisors
Maryland
$326K -$6.42K -164 -2%
IAN
741
Integrated Advisors Network
Texas
$326K -$167K -4,255 -38%
CIC
742
Cutler Investment Counsel
Oregon
$324K +$313 +8 +0.1%
PWA
743
PCG Wealth Advisors
Kansas
$323K – – –
NS
744
Northland Securities
Minnesota
$322K – – –
BWM
745
Bulltick Wealth Management
Florida
$322K – – –
BAM
746
Belpointe Asset Management
Nevada
$321K -$94.4K -2,409 -26%
HIP
747
HUB Investment Partners
Texas
$320K +$18.7K +477 +8%
FMI
748
Frec Markets Inc
California
$319K +$266K +6,783 New
I2I
749
Insight 2811 Inc
Illinois
$317K +$20.8K +531 +9%
NPT
750
National Philanthropic Trust
Pennsylvania
$317K +$1.41K +36 +0.5%