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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1476
Old Port Advisors
Maine
$548K -$26K -104 -5%
SMC
1477
Smith, Moore & Co
Missouri
$547K +$96.6K +386 +23%
BIM
1478
Baldwin Investment Management
Pennsylvania
$545K +$15K +60 +3%
UBG
1479
United Bank (Georgia)
Georgia
$545K +$275K +1,099 +114%
TFA
1480
Transamerica Financial Advisors
Florida
$545K +$515K +2,057 New
BCM
1481
Bienville Capital Management
New York
$544K +$279K +1,115 +118%
CIA
1482
Capital Investment Advisors
Georgia
$543K -$144K -574 -22%
GC
1483
Giverny Capital
Quebec, Canada
$539K – – –
SNBOSCI
1484
Security National Bank of Sioux City Iowa
Iowa
$538K – – –
LBD
1485
Landsberg Bennett & Dubbaneh
Florida
$536K +$500 +2 +0.1%
KTC
1486
Kistler-Tiffany Companies
Pennsylvania
$533K +$106K +422 +26%
PC
1487
Permanens Capital
New York
$529K +$500K +2,000 New
SC
1488
Sovarnum Capital
New York
$529K +$500K +2,000 New
B
1489
Bailard
California
$525K – – –
BWP
1490
Baldwin Wealth Partners
Massachusetts
$522K -$18.3K -73 -4%
LWAC
1491
Laurel Wealth Advisors (California)
California
$521K +$64.8K +259 +15%
BW
1492
Bison Wealth
Georgia
$518K – – –
BFO
1493
Biltmore Family Office
North Carolina
$515K – – –
QCMC
1494
Quantum Capital Management (California)
California
$515K +$487K +1,947 New
USGIU
1495
U.S. Global Investors (USGI)
Texas
$513K +$486K +1,941 New
CWG
1496
Cornerstone Wealth Group
North Carolina
$506K – – –
MCM
1497
MAI Capital Management
Ohio
$505K +$25K +100 +6%
AAM
1498
American Asset Management
Florida
$503K – – –
OAM
1499
Oberweis Asset Management
Illinois
$501K – – –
BO
1500
BRR OpCo
Ohio
$500K +$2.25K +9 +0.5%
58 59
60
61 62