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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1001
Prelude Capital Management
New York
$762K -$95.5K -251 -11%
ECM
1002
Exchange Capital Management
Michigan
$761K – – –
AC
1003
Avestar Capital
New York
$757K +$115K +301 +17%
KWA
1004
Kingswood Wealth Advisors
California
$751K +$768K +2,017 New
USGIU
1005
U.S. Global Investors (USGI)
Texas
$745K – – –
WAG
1006
Windsor Advisory Group
Ohio
$745K – – –
TIA
1007
Trust Investment Advisors
Indiana
$744K -$27.4K -72 -3%
AWM
1008
Aries Wealth Management
Maine
$742K +$53.3K +140 +8%
JF
1009
Jump Financial
Illinois
$735K -$515K -1,353 -41%
LCWP
1010
Legacy Capital Wealth Partners
Arkansas
$731K +$747K +1,963 New
CWP
1011
Concord Wealth Partners
Virginia
$729K +$409K +1,074 +122%
RWB
1012
RMR Wealth Builders
New Jersey
$726K +$742K +1,950 New
WSTAM
1013
Wilbanks Smith & Thomas Asset Management
Virginia
$722K +$9.52K +25 +1%
ECU
1014
Eisler Capital (US)
New York
$720K +$736K +1,934 New
FCP
1015
Fidelis Capital Partners
Florida
$710K +$65.1K +171 +10%
XT
1016
XTX Topco
Cayman Islands
$704K -$1.06M -2,793 -60%
BMC
1017
Beaton Management Company
Massachusetts
$700K +$3.04K +8 +0.4%
WFI
1018
West Family Investments
California
$699K – – –
KP
1019
Keel Point
Alabama
$697K +$5.33K +14 +0.8%
GP
1020
Girard Partners
Pennsylvania
$697K – – –
RBC
1021
Romano Brothers & Co
Illinois
$696K +$47.6K +125 +7%
SW
1022
SlateStone Wealth
Florida
$690K +$209K +549 +42%
CRC
1023
Curi RMB Capital
Illinois
$690K +$4.95K +13 +0.7%
EWM
1024
Evercore Wealth Management
New York
$690K +$14.1K +37 +2%
CCM
1025
Cohen Capital Management
California
$689K – – –
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