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