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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1801
Beverly Hills Private Wealth
California
$363K +$20K +181 +7%
BC
1802
Barrett & Company
Rhode Island
$363K +$1.11K +10 +0.4%
RCG
1803
Ridge Creek Global
Ohio
$362K – – –
CWM
1804
Calamos Wealth Management
Illinois
$362K +$304K +2,745 New
SC
1805
Schubert & Co
Texas
$361K -$15.1K -136 -5%
AIA
1806
Allied Investment Advisors
Montana
$361K – – –
GSWM
1807
Golden State Wealth Management
California
$361K -$68.9K -622 -19%
LOWM
1808
Laurel Oak Wealth Management
New Jersey
$361K +$40.9K +369 +16%
SPWM
1809
Schrum Private Wealth Management
Florida
$361K -$13.4K -121 -4%
CHJWM
1810
Carlton Hofferkamp & Jenks Wealth Management
Texas
$361K +$111 +1 +0%
GPW
1811
Genesis Private Wealth
Virginia
$361K +$50.5K +456 +20%
GWI
1812
Grace & White Inc
New York
$360K – – –
CAP
1813
Cordoba Advisory Partners
New York
$360K +$775 +7 +0.3%
GCC
1814
Game Creek Capital
Massachusetts
$360K -$2.77K -25 -0.9%
LF
1815
Lighthouse Financial
Florida
$359K +$1.33K +12 +0.4%
TWM
1816
Thrive Wealth Management
Pennsylvania
$359K +$443 +4 +0.1%
SPWM
1817
Spartan Planning & Wealth Management
North Carolina
$358K +$300K +2,713 New
SI
1818
Sprott Inc
Ontario, Canada
$358K – – –
JEST
1819
JTC Employer Solutions Trustee
Jersey
$357K – – –
FFA
1820
Fi3 Financial Advisors
Indiana
$357K +$20.8K +188 +7%
BFM
1821
Boothbay Fund Management
New York
$357K -$663K -5,986 -69%
ATC
1822
Adirondack Trust Company
New York
$357K +$2.99K +27 +1%
GITFIT
1823
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$356K -$55.4K -500 -16%
VM
1824
VPR Management
Texas
$356K – – –
CSB
1825
City State Bank
Iowa
$356K -$2.1K -19 -0.7%
71 72
73
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