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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
CoreCap Advisors
Michigan
$767K +$735K +2,013 New
HCM
977
Howland Capital Management
Massachusetts
$764K -$39.1K -107 -5%
USGIU
978
U.S. Global Investors (USGI)
Texas
$762K – – –
WAG
979
Windsor Advisory Group
Ohio
$762K – – –
GIA
980
Gladstone Institutional Advisory
Florida
$759K -$29.9K -82 -4%
MWM
981
MorganRosel Wealth Management
Colorado
$742K +$711K +1,946 New
IWP
982
Icon Wealth Partners
Texas
$740K -$117K -321 -14%
IW
983
Imprint Wealth
South Carolina
$737K -$1.1K -3 -0.2%
BS
984
Bessemer Securities
New York
$734K -$219K -600 -24%
WSTAM
985
Wilbanks Smith & Thomas Asset Management
Virginia
$729K +$7.67K +21 +1%
SAG
986
SageView Advisory Group
California
$722K +$181K +495 +35%
WAAG
987
Wealth Alliance Advisory Group
Kansas
$718K -$31K -85 -4%
NP
988
Nilsine Partners
Colorado
$716K +$6.57K +18 +1%
WFI
989
West Family Investments
California
$716K – – –
ACM
990
AlphaStar Capital Management
North Carolina
$714K -$82.9K -227 -11%
BMC
991
Beaton Management Company
Massachusetts
$714K – – –
GP
992
Girard Partners
Pennsylvania
$713K -$39.1K -107 -5%
MC
993
Moors & Cabot
Massachusetts
$709K +$174K +476 +34%
KP
994
Keel Point
Alabama
$708K +$69K +189 +11%
FTWA
995
Fifth Third Wealth Advisors
Ohio
$707K +$267K +730 +65%
LWMM
996
Legacy Wealth Management (Mississippi)
Mississippi
$707K -$4.75K -13 -0.7%
IAN
997
Integrated Advisors Network
Texas
$706K +$59.2K +162 +10%
LC
998
LCNB Corp
Ohio
$706K -$12.1K -33 -2%
CCM
999
Cohen Capital Management
California
$705K – – –
SSA
1000
South Street Advisors
New York
$702K +$78.2K +214 +13%
38 39
40
41 42