We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
1476
U.S. Global Investors (USGI)
Texas
$373K -$540K -1,200 -60%
ITIM
1477
Indiana Trust & Investment Management
Indiana
$373K -$87.8K -195 -20%
MCCP
1478
Mission Creek Capital Partners
California
$373K -$67.1K -149 -16%
AWM
1479
Atticus Wealth Management
Florida
$373K -$6.75K -15 -2%
BCFD
1480
Boit C.F. David
$373K – – –
ITFISA
1481
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$373K – – –
WC
1482
Wynn Capital
Georgia
$372K -$4.5K -10 -1%
LT
1483
Legacy Trust
Michigan
$372K – – –
OWA
1484
Outlook Wealth Advisors
Texas
$371K -$17.6K -39 -5%
DWM
1485
Drive Wealth Management
Utah
$371K +$140K +310 +64%
JCM
1486
Jacobsen Capital Management
Utah
$368K +$9.9K +22 +3%
RFN
1487
RDA Financial Network
Iowa
$367K +$5.4K +12 +2%
AGWCA
1488
Annis Gardner Whiting Capital Advisors
Florida
$366K -$3.6K -8 -1%
PMSA
1489
Patrick M. Sweeney & Associates
Illinois
$366K – – –
RWP
1490
Revolve Wealth Partners
New Jersey
$366K +$4.5K +10 +1%
SPWM
1491
Spartan Planning & Wealth Management
North Carolina
$366K +$354K +786 New
CL
1492
CVFG LLC
Indiana
$365K -$2.25K -5 -0.6%
NRC
1493
New Republic Capital
North Carolina
$365K -$19.4K -43 -5%
PBO
1494
Peoples Bank (Ohio)
Ohio
$362K +$32.9K +73 +10%
UAS
1495
United Asset Strategies
New York
$362K +$350K +777 New
1WA
1496
180 Wealth Advisors
Washington
$361K -$67.5K -150 -16%
SCS Capital Management
1497
SCS Capital Management
Massachusetts
$360K +$348K +774 New
SHGA
1498
Sand Hill Global Advisors
California
$360K -$21.2K -47 -6%
CFP
1499
Cascade Financial Partners
California
$360K -$38.3K -85 -10%
Partners Capital Investment Group
1500
Partners Capital Investment Group
Massachusetts
$358K +$346K +769 New