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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
451
IHT Wealth Management
Illinois
$710K -$210K -2,291 -21%
USGIU
452
U.S. Global Investors (USGI)
Texas
$708K +$293K +3,200 +62%
BFM
453
Boothbay Fund Management
New York
$702K -$459K -5,010 -38%
KAS
454
Kestra Advisory Services
Texas
$699K +$280K +3,057 +58%
MA
455
Montag & Associates
Georgia
$695K +$4.58K +50 +0.6%
VIA
456
Vident Investment Advisory
Georgia
$687K +$13.7K +149 +2%
NB
457
Norinchukin Bank
Japan
$684K +$203K +2,212 +37%
B
458
Bellecapital
Switzerland
$672K +$298K +3,250 +69%
TIAM2
459
Tru Independence Asset Management 2
Oregon
$667K +$113K +1,231 +18%
PPW
460
Parcion Private Wealth
Washington
$666K – – –
SWM
461
Spire Wealth Management
Virginia
$645K +$703K +7,668 New
BFEC
462
Benjamin F. Edwards & Company
Missouri
$643K -$48K -523 -6%
CBN
463
Cadence Bank NA
Texas
$640K – – –
SFSIG
464
San Francisco Sentry Investment Group
California
$640K – – –
GRP
465
Global Retirement Partners
California
$636K +$299K +3,261 +76%
ED
466
Exane Derivatives
France
$634K -$378K -4,126 -35%
LWA
467
Lenox Wealth Advisors
New York
$631K – – –
PA
468
Pinnacle Associates
New York
$629K -$4.58K -50 -0.7%
AIM
469
ARGA Investment Management
Connecticut
$623K -$71.2K -777 -10%
CAM
470
Crestone Asset Management
Colorado
$619K -$221K -2,407 -25%
VAG
471
VisionPoint Advisory Group
Texas
$618K -$1.28K -14 -0.2%
Fayez Sarofim & Co
472
Fayez Sarofim & Co
Texas
$603K +$57.8K +630 +10%
HP
473
Holowesko Partners
Bahamas
$590K – – –
GCC
474
Guardian Capital (Canada)
Ontario, Canada
$582K +$633K +6,904 New
MCC
475
Money Concepts Capital
Florida
$578K +$82.3K +898 +15%