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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
776
Accordant Advisory Group
Maryland
$256K +$269K +2,401 +2,052%
PWM
777
Perigon Wealth Management
California
$256K +$44.1K +393 +19%
JIC
778
Johnson Investment Counsel
Ohio
$255K +$5.94K +53 +2%
USGIU
779
U.S. Global Investors (USGI)
Texas
$255K -$280K -2,500 -50%
BSG
780
Black Swift Group
Colorado
$255K -$56.1K -500 -17%
TCWM
781
Total Clarity Wealth Management
Illinois
$254K -$37.7K -336 -12%
VF
782
Virtu Financial
New York
$251K -$448K -3,998 -62%
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$296K -2,642 -52%
NB
784
NBT Bank
New York
$250K
AAS
785
Ameritas Advisory Services
Nebraska
$249K +$275K +2,449 New
AssetMark Inc
786
AssetMark Inc
California
$249K +$44.1K +393 +19%
JIC
787
Joel Isaacson & Co
New York
$247K
SAM
788
S.A. Mason
Michigan
$246K -$9.19K -82 -3%
YWS
789
Yarger Wealth Strategies
Ohio
$246K +$287K +2,561 New
DWG
790
Darden Wealth Group
Michigan
$244K
LFG
791
Larson Financial Group
Missouri
$244K +$54K +482 +25%
GVAG
792
Great Valley Advisor Group
Delaware
$243K +$35.3K +315 +15%
HFM
793
Harvest Fund Management
China
$242K -$160K -1,424 -37%
TS
794
Triglav Skladi
Slovenia
$240K -$168K -1,495 -39%
TIA
795
Tiemann Investment Advisors
California
$239K
NCM
796
Noesis Capital Mangement
Florida
$239K +$263K +2,350 New
PCIA
797
Prime Capital Investment Advisors
Kansas
$239K -$239K -2,131 -48%
PA
798
Procyon Advisors
Connecticut
$239K -$7.06K -63 -3%
CFG
799
Citizens Financial Group
Rhode Island
$238K +$262K +2,339 New
SG
800
StoneX Group
New York
$238K +$259K +2,306 New