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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1501
Ativo Capital Management
Illinois
$1.92M -$102K -377 -5%
SAM
1502
Security Asset Management
New York
$1.91M -$420K -1,549 -18%
OC
1503
Oakworth Capital
Alabama
$1.91M +$1.9K +7 +0.1%
SFG
1504
Sather Financial Group
Texas
$1.91M +$60.1K +222 +3%
LSAG
1505
Lake Street Advisors Group
New Hampshire
$1.9M +$85.1K +314 +5%
JG
1506
Jefferies Group
New York
$1.9M -$1.3M -4,809 -41%
WAP
1507
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$3.52K +13 +0.2%
PL
1508
Perpetual Ltd
Australia
$1.89M – – –
CPO
1509
Cerity Partners OCIO
New York
$1.89M +$188K +695 +11%
VWA
1510
V Wealth Advisors
Kansas
$1.89M -$3.81M -14,057 -67%
USGIU
1511
U.S. Global Investors (USGI)
Texas
$1.88M -$677K -2,500 -27%
PBC
1512
Pavion Blue Capital
California
$1.88M +$243K +897 +15%
UIA
1513
UBP Investment Advisors
Switzerland
$1.88M – – –
SI
1514
Shaker Investments
Ohio
$1.87M -$33.9K -125 -2%
GFS
1515
GYL Financial Synergies
Connecticut
$1.85M +$96.7K +357 +6%
SBSB
1516
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.85M +$120K +442 +7%
ORI
1517
Oak Ridge Investments
Illinois
$1.85M -$32.8K -121 -2%
RHP
1518
Royal Harbor Partners
Texas
$1.85M -$192K -709 -10%
BO
1519
BRR OpCo
Ohio
$1.85M -$33.9K -125 -2%
SS
1520
Sunbelt Securities
Texas
$1.84M -$65.8K -243 -4%
TA
1521
TFG Advisers
Michigan
$1.83M +$63.1K +233 +4%
WCM
1522
Weld Capital Management
New York
$1.83M +$111K +409 +7%
FFG
1523
Frisch Financial Group
New York
$1.82M +$11.6K +43 +0.7%
WP
1524
WMS Partners
Maryland
$1.82M -$26.3K -97 -1%
TAM
1525
Townsend Asset Management
North Carolina
$1.82M -$20.9K -77 -1%
59 60
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62 63