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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
AXS Investments
New York
$572K +$117K +407 +24%
LC
902
Lindbrook Capital
California
$565K +$41.1K +143 +7%
EVM
903
Evelyn V. Moreno
$561K -$62K -216 -9%
CC
904
Chicago Capital
Illinois
$561K – – –
NB
905
Northwest Bancshares
Pennsylvania
$560K -$139K -483 -19%
VCA
906
Verdence Capital Advisors
Maryland
$558K -$16.1K -56 -3%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$554K +$202K +703 +52%
ECM
908
Exchange Capital Management
Michigan
$553K -$41.6K -145 -7%
PCP
909
Proficio Capital Partners
Massachusetts
$550K +$126K +440 +27%
WAAG
910
Wealth Alliance Advisory Group
Kansas
$546K +$48.5K +169 +9%
HCM
911
Howland Capital Management
Massachusetts
$545K +$1.15K +4 +0.2%
ACM
912
AlphaStar Capital Management
North Carolina
$544K +$32.2K +112 +6%
HCM
913
Harvey Capital Management
Florida
$539K – – –
USGIU
914
U.S. Global Investors (USGI)
Texas
$539K – – –
AWA
915
Aaron Wealth Advisors
Illinois
$539K +$89K +310 +18%
FIA
916
FNY Investment Advisers
New York
$539K +$574K +2,000 New
LWM
917
Laidlaw Wealth Management
New York
$537K +$85.6K +298 +18%
APIM
918
Agate Pass Investment Management
Washington
$535K -$24.4K -85 -4%
SB
919
Strategic Blueprint
Georgia
$535K +$56K +195 +11%
BTI
920
Blue Trust Inc
Georgia
$535K +$60.9K +212 +13%
TIA
921
Trust Investment Advisors
Indiana
$534K -$10.6K -37 -2%
RA
922
Rational Advisors
New York
$532K +$526K +1,831 +1,280%
EWM
923
Evercore Wealth Management
New York
$528K – – –
WIS
924
Wright Investors Service
Connecticut
$528K +$563K +1,960 New
CCMD
925
Cypress Capital Management (Delaware)
Delaware
$526K -$632K -2,200 -53%
35 36
37
38 39