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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$144K +$22.6K +1,420 +21%
OC
652
Oakworth Capital
Alabama
$143K – – –
Lazard Asset Management
653
Lazard Asset Management
New York
$137K -$133K -8,351 -51%
USGIU
654
U.S. Global Investors (USGI)
Texas
$137K -$121K -7,600 -49%
FHA
655
First Horizon Advisors
Tennessee
$137K -$95 -6 -0.1%
LFASL
656
Lugano Financial Advisors SA (LFA)
Switzerland
$134K – – –
FWM
657
Focused Wealth Management
New York
$132K +$17.5K +1,100 +17%
HRC
658
Hoertkorn Richard Charles
$128K – – –
TPWA
659
TRUE Private Wealth Advisors
Oregon
$128K +$95 +6 +0.1%
GCM
660
Gables Capital Management
Florida
$126K -$84.2K -5,300 -42%
HFA
661
Hoover Financial Advisors
Pennsylvania
$126K +$115K +7,222 New
CAL
662
Capital Advisors Ltd
Ohio
$124K +$16 +1 +0%
Credit Agricole
663
Credit Agricole
France
$123K – – –
SCM
664
Silvant Capital Management
Georgia
$122K – – –
Bank Julius Baer & Co
665
Bank Julius Baer & Co
Switzerland
$122K +$127 +8 +0.1%
M
666
Mirova
France
$107K -$2.35K -148 -2%
EP
667
Eudaimonia Partners
Tennessee
$103K -$2.81K -177 -3%
SFSIG
668
San Francisco Sentry Investment Group
California
$103K +$47.8K +3,009 +103%
ADL
669
Asset Dedication LLC
California
$100K -$16.9K -1,062 -16%
QCG
670
Quadrant Capital Group
Ohio
$97K -$473K -29,744 -84%
VFA
671
Valeo Financial Advisors
Indiana
$96K -$74.8K -4,707 -46%
CCM
672
Covington Capital Management
California
$93K – – –
CWM
673
Cedar Wealth Management
California
$84K – – –
AIM
674
Anchor Investment Management
South Carolina
$83.5K – – –
GAM
675
Gemmer Asset Management
California
$76K -$5.15K -324 -7%