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Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
951
Advanced Research Investment Solutions
California
$385K +$9.41K +495 +2%
Legacy Financial Group (Iowa)
952
Legacy Financial Group (Iowa)
Iowa
$385K +$78.7K +4,138 +22%
KA
953
KLCM Advisors
Wisconsin
$384K -$19.9K -1,048 -4%
OWIM
954
Old West Investment Management
California
$383K
PWM
955
Perigon Wealth Management
California
$382K -$348K -18,276 -45%
BEAM
956
Baker Ellis Asset Management
Washington
$382K +$98.9K +5,200 +30%
NHC
957
Nicholas Hoffman & Company
Georgia
$379K +$427K +22,435 New
FRM
958
Fox Run Management
Connecticut
$377K -$121K -6,367 -22%
MVA
959
Mount Vernon Associates
Maryland
$376K +$28.5K +1,500 +7%
CPA
960
Court Place Advisors
Maryland
$375K +$19K +1,000 +5%
WE
961
Wealth Effects
Massachusetts
$375K +$84.3K +4,436 +25%
CWP
962
Concord Wealth Partners
Virginia
$374K -$21.8K -1,144 -5%
RWP
963
Ridgecrest Wealth Partners
California
$374K +$28.5K +1,500 +7%
FCH
964
Freestone Capital Holdings
Washington
$374K +$47.3K +2,489 +13%
GRP
965
Global Retirement Partners
California
$374K +$573K +30,114 New
PP
966
PDS Planning
Ohio
$373K +$420K +22,073 New
LF
967
Lee Financial
Texas
$371K +$84K +4,415 +25%
CAC
968
Certified Advisory Corp
Florida
$370K -$23K -1,208 -5%
SWM
969
Sugarloaf Wealth Management
Georgia
$370K -$14.7K -772 -3%
AMCA
970
Arthur M. Cohen & Associates
Illinois
$370K +$9.83K +517 +2%
EGA
971
E&G Advisors
Texas
$369K
LB
972
Leo Brokerage
Texas
$369K +$415K +21,835 New
TC
973
TAP Consulting
Missouri
$368K -$29.2K -1,536 -7%
OWA
974
Octavia Wealth Advisors
Ohio
$368K +$19.3K +1,015 +5%
HPC
975
HM Payson & Co
Maine
$368K +$70.4K +3,700 +20%