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Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
801
U.S. Global Investors (USGI)
Texas
$560K – – –
Wilbanks Smith & Thomas Asset Management
802
Wilbanks Smith & Thomas Asset Management
Virginia
$560K +$11.9K +46 +2%
MAI Capital Management
803
MAI Capital Management
Ohio
$560K +$28.5K +110 +6%
PCM
804
Pointe Capital Management
Michigan
$559K +$8.3K +32 +2%
Cetera Advisor Networks
805
Cetera Advisor Networks
California
$553K +$127K +488 +33%
IHL
806
Investment House LLC
California
$548K +$507K +1,955 New
North Star Asset Management
807
North Star Asset Management
Wisconsin
$547K +$91.6K +353 +22%
PCP
808
Proficio Capital Partners
Massachusetts
$547K +$167K +644 +49%
DBT
809
Dubuque Bank & Trust
Iowa
$544K -$64.9K -250 -11%
WB
810
Webster Bank
Connecticut
$544K – – –
LC
811
LCNB Corp
Ohio
$540K -$22.1K -85 -4%
Belpointe Asset Management
812
Belpointe Asset Management
Nevada
$534K +$55.8K +215 +13%
BCM
813
Bayesian Capital Management
New York
$532K +$493K +1,900 New
Spire Wealth Management
814
Spire Wealth Management
Virginia
$531K +$491K +1,893 New
BDS
815
Banco de Sabadell
Florida
$529K +$490K +1,890 New
HIC
816
Holderness Investments Company
North Carolina
$526K – – –
BMC
817
Beaton Management Company
Massachusetts
$525K – – –
CWM
818
Chesapeake Wealth Management
Virginia
$520K -$7.78K -30 -2%
Quadrant Capital Group
819
Quadrant Capital Group
Ohio
$520K +$81.2K +313 +20%
SCS
820
Syquant Capital SAS
France
$519K +$135K +520 +39%
BMC
821
Benin Management Corp
Connecticut
$518K -$13K -50 -3%
QSS
822
Quantitative Systematic Strategies
Florida
$516K -$2.95M -11,376 -86%
Carnegie Investment Counsel
823
Carnegie Investment Counsel
Ohio
$511K +$51.9K +200 +12%
DSC
824
Duncker Streett & Co
Missouri
$508K +$6.49K +25 +1%
WIS
825
Wright Investors Service
Connecticut
$507K -$1.82K -7 -0.4%