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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1301
Aaron Wealth Advisors
Illinois
$599K +$617K +5,073 New
TF
1302
TLWM Financial
Texas
$598K +$617K +5,072 New
CL
1303
Choreo LLC
Illinois
$597K +$220K +1,808 +56%
TCM
1304
Teza Capital Management
Illinois
$596K +$614K +5,048 New
IC
1305
Inscription Capital
Texas
$592K -$243 -2 -0%
ST
1306
Smithfield Trust
Pennsylvania
$592K -$71.8K -591 -11%
LIA
1307
LS Investment Advisors
Michigan
$591K – – –
BA
1308
Bristlecone Advisors
Washington
$590K +$608 +5 +0.1%
SC
1309
SouthState Corp
Florida
$590K +$86.9K +715 +17%
USGIU
1310
U.S. Global Investors (USGI)
Texas
$590K -$608K -5,000 -50%
WFG
1311
Wills Financial Group
Virginia
$588K – – –
CIA
1312
Cladis Investment Advisory
Montana
$587K +$122 +1 +0%
CWM
1313
Concentric Wealth Management
California
$587K -$86.3K -710 -12%
CIM
1314
CIM Investment Management
Pennsylvania
$586K -$17.1K -141 -3%
KA
1315
Kovack Advisors
Florida
$584K +$206K +1,697 +52%
BG
1316
Bahl & Gaynor
Ohio
$583K +$38.3K +315 +7%
MWM
1317
Modera Wealth Management
New Jersey
$577K -$186K -1,532 -24%
AIM
1318
Aspen Investment Management
Michigan
$576K – – –
MA
1319
Montag & Associates
Georgia
$575K +$24.4K +201 +4%
GWA
1320
Gibson Wealth Advisors
Texas
$574K +$565K +4,650 +6,200%
BCM
1321
Birmingham Capital Management
Alabama
$573K – – –
PFG
1322
PAX Financial Group
Texas
$571K +$127K +1,044 +27%
GRP
1323
Global Retirement Partners
California
$571K +$87K +716 +17%
TFF
1324
The Family Firm
Maryland
$570K +$9.97K +82 +2%
FAIM
1325
Financial Advocates Investment Management
Washington
$569K +$37.8K +311 +7%
51 52
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