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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$316K
SWM
477
Seed Wealth Management
Illinois
$313K +$339K +4,290 New
WT
478
Whittier Trust
California
$309K +$89.1K +1,128 +36%
CAM
479
Cubic Asset Management
Massachusetts
$304K
OFG
480
OmniStar Financial Group
North Carolina
$303K +$34.7K +439 +12%
LSPW
481
Lake Street Private Wealth
Illinois
$302K -$33.1K -419 -9%
MAM
482
Morse Asset Management
Connecticut
$298K -$801K -10,141 -71%
RFO
483
RiverGlades Family Offices
Florida
$292K +$316K +4,000 New
USGIU
484
U.S. Global Investors (USGI)
Texas
$292K
BTI
485
Blue Trust Inc
Georgia
$288K +$104K +1,322 +62%
BFG
486
Bleakley Financial Group
New Jersey
$285K +$308K +3,896 New
TCWM
487
Total Clarity Wealth Management
Illinois
$281K +$52.8K +668 +21%
KI
488
Kula Investments
Illinois
$278K +$301K +3,810 New
DGAM
489
Desjardins Global Asset Management
Quebec, Canada
$275K -$413K -5,226 -58%
WFI
490
West Family Investments
California
$272K -$6.48K -82 -2%
EHAM
491
Eagle Harbor Asset Management
Washington
$271K -$37.5K -475 -11%
CJFS
492
Coulter & Justus Financial Services
Tennessee
$270K
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$270K +$8.37K +106 +3%
MCM
494
MAI Capital Management
Ohio
$269K +$291K +3,680 New
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$267K -$82.6K -1,045 -22%
CWA
496
Carolina Wealth Advisors
South Carolina
$265K +$2.29K +29 +0.8%
SI
497
Stephens Inc
Arkansas
$265K -$21.3K -270 -7%
BAWC
498
Boyce & Associates Wealth Consulting
Texas
$264K
BAM
499
Belpointe Asset Management
Nevada
$263K -$131K -1,659 -32%
ACS
500
Archford Capital Strategies
Illinois
$263K -$41.8K -529 -13%