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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1451
West Family Investments
California
$217K +$188K +750 New
CA
1452
Cornerstone Advisory
Maryland
$217K +$187K +748 New
DCM
1453
Donaldson Capital Management
Indiana
$215K +$186K +743 New
AHC
1454
Anderson Hoagland & Co
Missouri
$215K +$199K +796 New
WP
1455
Westmount Partners
California
$215K +$186K +742 New
OFW
1456
Omnia Family Wealth
Florida
$214K +$184K +736 New
RTC
1457
Riverview Trust Company
Washington
$214K +$185K +739 New
9WM
1458
9258 Wealth Management
Ohio
$213K +$184K +736 New
CSB
1459
City State Bank
Iowa
$213K – – –
FCB
1460
First County Bank
Connecticut
$213K +$184K +735 New
D
1461
Dentgroup
Louisiana
$213K +$184K +734 New
WA
1462
Wealth Architects
California
$212K +$183K +732 New
CFG
1463
Citizens Financial Group
Rhode Island
$212K +$182K +728 New
CYG
1464
Clean Yield Group
Vermont
$210K – – –
QFA
1465
Quantum Financial Advisors
California
$210K +$181K +725 New
HL
1466
HeadInvest LLC
Maine
$210K +$181K +724 New
PMG
1467
ProVise Management Group
Florida
$209K +$181K +723 New
PCM
1468
Prelude Capital Management
New York
$209K -$2.44M -9,763 -93%
PPWP
1469
Premier Path Wealth Partners
New Jersey
$208K +$180K +719 New
USGIU
1470
U.S. Global Investors (USGI)
Texas
$207K +$44.3K +177 +33%
FMN
1471
Financial Management Network
California
$207K +$188K +752 New
SC
1472
Schulhoff & Co
Ohio
$207K +$179K +715 New
EP
1473
Eudaimonia Partners
Tennessee
$207K +$178K +713 New
AF
1474
Arrow Financial
New York
$206K – – –
TFA
1475
Transamerica Financial Advisors
Florida
$205K -$107K -429 -38%
57 58
59
60 61