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Name Holding Trade Value Shares
Change 		Change in
Stake
USGIU
1501
U.S. Global Investors (USGI)
Texas
$380K – – –
LT
1502
Legacy Trust
Michigan
$380K – – –
WC
1503
Wynn Capital
Georgia
$377K -$2.37K -5 -0.6%
CWG
1504
Cornerstone Wealth Group
North Carolina
$376K +$11.4K +24 +3%
FC
1505
Financial Consulate
Maryland
$376K +$374K +791 New
PMSA
1506
Patrick M. Sweeney & Associates
Illinois
$374K – – –
FG
1507
Foster Group
Iowa
$373K -$27.5K -58 -7%
MCCP
1508
Mission Creek Capital Partners
California
$373K -$4.73K -10 -1%
EFA
1509
Evernest Financial Advisors
Indiana
$373K +$3.79K +8 +1%
TC
1510
TownSquare Capital
Utah
$371K -$370K -782 -50%
EA
1511
Emerald Advisors
Washington
$371K +$26K +55 +8%
DOA
1512
D'Orazio & Associates
Virginia
$371K -$10.9K -23 -3%
MSCM
1513
McElhenny Sheffield Capital Management
Texas
$371K +$370K +781 New
IAG
1514
Investment Advisory Group
Massachusetts
$368K +$367K +775 New
SS
1515
SBI Securities
Japan
$368K +$54.9K +116 +18%
CFP
1516
Cascade Financial Partners
California
$367K – – –
TWM
1517
TSA Wealth Management
Texas
$367K +$18.9K +40 +5%
RA
1518
Riversedge Advisors
Delaware
$367K +$134K +284 +58%
CA
1519
Claro Advisors
Massachusetts
$366K -$8.52K -18 -2%
SIA
1520
Strategic Investment Advisors
Michigan
$366K -$447K -945 -55%
NJIM
1521
Nabity-Jensen Investment Management
Nebraska
$365K – – –
BAM
1522
Berkshire Asset Management
Pennsylvania
$363K -$10.9K -23 -3%
PHS
1523
Pekin Hardy Strauss
Illinois
$363K +$7.1K +15 +2%
CPRC
1524
Consolidated Portfolio Review Corp
New York
$362K +$2.84K +6 +0.8%
LA
1525
Latitude Advisors
Florida
$360K – – –
59 60
61
62 63