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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
751
Lake Street Advisors Group
New Hampshire
$584K +$9.57K +39 +2%
FAIM
752
Financial Advocates Investment Management
Washington
$581K +$191K +780 +55%
RW
753
REDW Wealth
New Mexico
$578K – – –
DBT
754
Dubuque Bank & Trust
Iowa
$577K -$188K -765 -26%
AC
755
Abbrea Capital
California
$572K +$4.91K +20 +0.9%
SGI
756
Summit Global Investments
Utah
$556K +$518K +2,109 New
PCM
757
Parsons Capital Management
Rhode Island
$548K -$55.2K -225 -10%
CA
758
Cetera Advisors
Colorado
$542K +$6.14K +25 +1%
PBO
759
Peoples Bank (Ohio)
Ohio
$540K – – –
BFEC
760
Benjamin F. Edwards & Company
Missouri
$539K -$87.9K -358 -15%
LWAC
761
Laurel Wealth Advisors (California)
California
$537K -$360K -1,466 -42%
CCM
762
Coldstream Capital Management
Washington
$536K +$130K +531 +35%
ORI
763
Oak Ridge Investments
Illinois
$534K -$26.3K -107 -5%
HPC
764
HM Payson & Co
Maine
$534K -$7.12K -29 -1%
LC
765
LCNB Corp
Ohio
$530K -$61.4K -250 -11%
NAM
766
Nexpoint Asset Management
Texas
$527K – – –
USGIU
767
U.S. Global Investors (USGI)
Texas
$527K – – –
MCCP
768
Mission Creek Capital Partners
California
$523K -$28K -114 -5%
HCM
769
Howland Capital Management
Massachusetts
$520K -$372K -1,515 -43%
PCM
770
Pointe Capital Management
Michigan
$517K -$74.6K -304 -13%
EWM
771
Evercore Wealth Management
New York
$517K +$18.7K +76 +4%
WSTAM
772
Wilbanks Smith & Thomas Asset Management
Virginia
$515K +$42.7K +174 +10%
WB
773
Webster Bank
Connecticut
$513K – – –
SFO
774
Stokes Family Office
Louisiana
$508K +$2.21K +9 +0.5%
PA
775
Parallel Advisors
California
$503K -$42.7K -174 -8%
29 30
31
32 33