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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Caldwell Trust
Florida
$144K – – –
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$133K -$18.6K -163 -13%
RTC
503
Riverview Trust Company
Washington
$131K – – –
CMBA
504
C.M. Bidwell & Associates
Hawaii
$128K +$122K +1,070 New
USGIU
505
U.S. Global Investors (USGI)
Texas
$126K -$148K -1,291 -55%
PCG
506
Private Capital Group
Connecticut
$125K +$458 +4 +0.4%
APC
507
Aspire Private Capital
North Carolina
$125K +$7.21K +63 +6%
SIAS
508
Shine Investment Advisory Services
Colorado
$124K – – –
AIM
509
Arcadia Investment Management
Michigan
$120K – – –
PAI
510
Pittenger & Anderson Inc
Nebraska
$120K – – –
TSW
511
Thompson Siegel & Walmsley
Virginia
$120K – – –
CIA
512
CSat Investment Advisory
Michigan
$116K +$5.83K +51 +6%
HFS
513
Hantz Financial Services
Michigan
$115K -$2.29K -20 -2%
RWA
514
Ropes Wealth Advisors
Massachusetts
$111K – – –
RCG
515
Rock Creek Group
District of Columbia
$108K +$103K +900 New
NL
516
NKCFO LLC
Illinois
$105K – – –
EI
517
Ellevest Inc
New York
$104K +$13.2K +115 +15%
GEA
518
Glen Eagle Advisors
New Jersey
$104K +$9.15K +80 +10%
FMT
519
First Mercantile Trust
Tennessee
$101K -$9.15K -80 -10%
APA
520
American Portfolios Advisors
New York
$99.2K +$5.15K +45 +6%
CH
521
Canton Hathaway
Rhode Island
$99K +$94.5K +826 New
DZ Bank
522
DZ Bank
Germany
$93.5K – – –
OIA
523
Optimum Investment Advisors
Illinois
$93K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$90K – – –
AA
525
Ancora Advisors
Ohio
$81K +$13.2K +115 +20%