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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
951
TrustCore Financial Services
Tennessee
$475K +$170K +1,400 +58%
IA
952
Inspire Advisors
Idaho
$471K +$224K +1,850 +95%
GIA
953
Gladstone Institutional Advisory
Florida
$467K -$44.2K -365 -9%
SWA
954
Sax Wealth Advisors
New Jersey
$467K – – –
HNB
955
Huntington National Bank
Ohio
$465K -$7.27K -60 -2%
FSA
956
Financial Sense Advisors
California
$464K – – –
SAM
957
SP Asset Management
California
$462K – – –
CIA
958
Compass Ion Advisors
Pennsylvania
$460K – – –
BWM
959
Bulltick Wealth Management
Florida
$452K -$66K -545 -13%
OWM
960
OneAscent Wealth Management
Alabama
$452K +$440K +3,630 New
SMH
961
Sanders Morris Harris
Texas
$451K -$3.35M -27,700 -89%
FCA
962
FinTrust Capital Advisors
South Carolina
$449K +$429K +3,540 +5,446%
IC
963
Intersect Capital
California
$446K +$32.7K +270 +8%
BFPW
964
BOK Financial Private Wealth
Colorado
$444K +$147K +1,215 +52%
CWP
965
CFM Wealth Partners
Texas
$440K – – –
BDF
966
Balasa Dinverno & Foltz
$439K +$21.2K +175 +5%
BAS
967
Brown Advisory Securities
Maryland
$435K +$425K +3,510 New
WFI
968
West Family Investments
California
$432K -$80.5K -665 -16%
CCT
969
Chemung Canal Trust
New York
$432K -$29.1K -240 -6%
WJWM
970
Williams Jones Wealth Management
New York
$429K -$6.05K -50 -1%
ACM
971
Advisors Capital Management
New Jersey
$428K -$3.03K -25 -0.7%
YIA
972
YHB Investment Advisors
Connecticut
$425K – – –
CWM
973
Chesapeake Wealth Management
Virginia
$422K -$186K -1,540 -31%
DJYG
974
David J. Yvars Group
Florida
$421K – – –
GPGA
975
Grandeur Peak Global Advisors
Utah
$420K – – –
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