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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Total Investment Management
Arizona
$504K -$220K -5,350 -27%
VFA
302
Valeo Financial Advisors
Indiana
$503K +$145K +3,526 +33%
BFS
303
Bard Financial Services
Connecticut
$500K -$106K -2,575 -16%
USGIU
304
U.S. Global Investors (USGI)
Texas
$499K +$575K +14,000 New
NFG
305
Next Financial Group
Texas
$498K -$58.5K -1,424 -9%
Credit Agricole
306
Credit Agricole
France
$497K -$99.1K -2,411 -15%
DCM
307
Dupont Capital Management
Delaware
$477K -$63.4K -1,544 -10%
SFG
308
Sovereign Financial Group
Connecticut
$476K -$277K -6,750 -34%
William Blair & Company
309
William Blair & Company
Illinois
$476K -$74.3K -1,808 -12%
Victory Capital Management
310
Victory Capital Management
Texas
$471K -$384K -9,341 -41%
AII
311
AGF Investments Inc
Ontario, Canada
$470K
AWE
312
Avidian Wealth Enterprises
Texas
$460K +$372K +9,060 +235%
Assenagon Asset Management
313
Assenagon Asset Management
Luxembourg
$460K +$531K +12,918 New
EGM
314
Engineers Gate Manager
New York
$459K +$158K +3,840 +42%
HW
315
Hancock Whitney
Mississippi
$453K +$247K +6,006 +90%
SFS
316
Sowell Financial Services
Arkansas
$451K +$4.44K +108 +0.9%
MCC
317
Malaga Cove Capital
California
$448K +$517K +12,578 New
KeyBank National Association
318
KeyBank National Association
Ohio
$439K +$14.5K +353 +3%
PWAG
319
Polaris Wealth Advisory Group
California
$432K -$341K -8,300 -41%
PWM
320
Perigon Wealth Management
California
$419K -$84.8K -2,065 -15%
H
321
Hexavest
Quebec, Canada
$407K +$225K +5,469 +92%
PAS
322
Park Avenue Securities
New York
$400K +$3.45K +84 +0.8%
HIIFS
323
Harel Insurance Investments & Financial Services
Israel
$390K -$856K -20,833 -66%
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$383K -$23.3K -567 -5%
OWA
325
Octavia Wealth Advisors
Ohio
$371K