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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
Strategy Asset Managers
California
$388K +$10.4K +23 +3%
SL
1452
Summitry LLC
California
$387K +$24.3K +54 +7%
EWA
1453
Exencial Wealth Advisors
Oklahoma
$387K +$28.8K +64 +8%
MCM
1454
MV Capital Management
Maryland
$386K +$191K +425 +105%
LC
1455
Landaas & Company
Wisconsin
$386K – – –
IA
1456
Integrity Alliance
Iowa
$385K +$372K +826 New
PWM
1457
Palumbo Wealth Management
New York
$384K +$61.2K +136 +20%
MWA
1458
Midland Wealth Advisors
Illinois
$384K -$71.6K -159 -16%
LWL
1459
Leo Wealth LLC
Texas
$382K -$42.8K -95 -10%
DBG
1460
De Burlo Group
Massachusetts
$382K – – –
AWA
1461
AGH Wealth Advisors
Kansas
$380K -$2.7K -6 -0.7%
CWM
1462
C2C Wealth Management
Arizona
$380K – – –
RMP
1463
Richards, Merrill & Peterson
Washington
$380K +$10.8K +24 +3%
SMA
1464
Seven Mile Advisory
New Jersey
$380K +$26.6K +59 +8%
FG
1465
Foster Group
Iowa
$378K +$95.4K +212 +35%
FAG
1466
Fortitude Advisory Group
Washington
$378K +$2.7K +6 +0.7%
DLA
1467
Douglas Lane & Associates
New York
$377K +$28.8K +64 +9%
NCM
1468
Northside Capital Management
Oregon
$376K +$14K +31 +4%
DOA
1469
D'Orazio & Associates
Virginia
$374K +$20.3K +45 +6%
ST
1470
Sentinel Trust
Texas
$374K – – –
CA
1471
Cullinan Associates
Kentucky
$373K -$6.75K -15 -2%
FAT
1472
First American Trust
California
$373K -$2.25K -5 -0.6%
USGIU
1473
U.S. Global Investors (USGI)
Texas
$373K -$540K -1,200 -60%
ITIM
1474
Indiana Trust & Investment Management
Indiana
$373K -$87.8K -195 -20%
MCCP
1475
Mission Creek Capital Partners
California
$373K -$67.1K -149 -16%
57 58
59
60 61