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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1201
Basepoint Wealth
Iowa
$344K -$24.7K -105 -7%
GIA
1202
Gladstone Institutional Advisory
Florida
$341K +$49.1K +209 +17%
TF
1203
Tompkins Financial
New York
$341K +$248K +1,055 +252%
MCA
1204
Magnolia Capital Advisors
Mississippi
$340K -$41.6K -177 -11%
NWA
1205
New World Advisors
Massachusetts
$339K – – –
WP
1206
WealthSource Partners
California
$338K +$2.12K +9 +0.6%
VWA
1207
Visionary Wealth Advisors
Illinois
$338K +$12K +51 +4%
TCM
1208
Traynor Capital Management
Pennsylvania
$338K +$129K +550 +60%
PCM
1209
Prelude Capital Management
New York
$337K -$2.24M -9,526 -87%
FLI
1210
Family Legacy Inc
South Carolina
$337K +$4.7K +20 +1%
USGIU
1211
U.S. Global Investors (USGI)
Texas
$333K +$338K +1,437 New
MIM
1212
MTM Investment Management
South Carolina
$332K – – –
SW
1213
SkyOak Wealth
Michigan
$332K – – –
JIC
1214
Joel Isaacson & Co
New York
$331K -$940 -4 -0.2%
Squarepoint
1215
Squarepoint
New York
$330K -$36.8M -156,509 -99%
PAA
1216
Peregrine Asset Advisers
Oregon
$326K +$3.29K +14 +1%
IIC
1217
Integrated Investment Consultants
Michigan
$324K -$22.6K -96 -6%
BEAM
1218
Baker Ellis Asset Management
Washington
$324K – – –
CCG
1219
Cypress Capital Group
Florida
$324K – – –
WAM
1220
WFA Asset Management
Wisconsin
$323K – – –
VST
1221
Van Strum & Towne
California
$316K – – –
BFC
1222
Bedel Financial Consulting
Indiana
$316K +$72.1K +307 +29%
DMBA
1223
Deseret Mutual Benefit Administrators
Utah
$314K -$22.6K -96 -7%
BFA
1224
Beaumont Financial Advisors
Massachusetts
$311K +$316K +1,346 New
AOWM
1225
Alpha Omega Wealth Management
Virginia
$309K +$705 +3 +0.2%