Name Holding Trade Value Shares
Change
Change in
Stake
WPC
926
Wedmont Private Capital
Pennsylvania
$752K +$117K +348 +20%
HCM
927
Howland Capital Management
Massachusetts
$751K +$31.1K +93 +5%
ACM
928
AlphaStar Capital Management
North Carolina
$747K +$35.2K +105 +5%
GCAC
929
Guardian Capital Advisors (Canada)
Ontario, Canada
$742K -$218K -650 -24%
CC
930
Chicago Capital
Illinois
$739K – – –
NB
931
Northwest Bancshares
Pennsylvania
$739K – – –
ECM
932
Exchange Capital Management
Michigan
$738K +$21.1K +63 +3%
GIA
933
Gladstone Institutional Advisory
Florida
$737K -$163K -486 -19%
AWA
934
Aaron Wealth Advisors
Illinois
$736K +$48.6K +145 +8%
MRCM
935
M&R Capital Management
New Jersey
$735K -$46.5K -139 -6%
HCA
936
Harbour Capital Advisors
Virginia
$732K +$129K +385 +23%
SPC
937
Sigma Planning Corp
Michigan
$730K +$249K +744 +57%
ADL
938
Asset Dedication LLC
California
$724K -$49.6K -148 -7%
CA
939
Continuum Advisory
Idaho
$723K +$171K +510 +33%
AWM
940
Aries Wealth Management
Maine
$721K -$48.2K -144 -7%
WAG
941
Windsor Advisory Group
Ohio
$711K -$44.5K -133 -6%
HCM
942
Harvey Capital Management
Florida
$711K – – –
USGIU
943
U.S. Global Investors (USGI)
Texas
$711K – – –
DU
944
Delphia (USA)
Ontario, Canada
$709K -$354K -1,058 -35%
CA
945
Claro Advisors
Massachusetts
$708K +$50.2K +150 +8%
GP
946
Girard Partners
Pennsylvania
$703K +$69K +206 +12%
AIA
947
Angeles Investment Advisors
California
$702K +$311K +929 +89%
WAAG
948
Wealth Alliance Advisory Group
Kansas
$700K -$31.8K -95 -5%
TIA
949
Trust Investment Advisors
Indiana
$698K -$7.37K -22 -1%
EF
950
Empowered Funds
Pennsylvania
$695K +$655K +1,956 New