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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Seed Wealth Management
Illinois
$313K +$339K +4,290 New
WT
477
Whittier Trust
California
$309K +$89.1K +1,128 +36%
CAM
478
Cubic Asset Management
Massachusetts
$304K – – –
OFG
479
OmniStar Financial Group
North Carolina
$303K +$34.7K +439 +12%
LSPW
480
Lake Street Private Wealth
Illinois
$302K -$33.1K -419 -9%
MAM
481
Morse Asset Management
Connecticut
$298K -$801K -10,141 -71%
RFO
482
RiverGlades Family Offices
Florida
$292K +$316K +4,000 New
USGIU
483
U.S. Global Investors (USGI)
Texas
$292K – – –
BTI
484
Blue Trust Inc
Georgia
$288K +$104K +1,322 +62%
BFG
485
Bleakley Financial Group
New Jersey
$285K +$308K +3,896 New
TCWM
486
Total Clarity Wealth Management
Illinois
$281K +$52.8K +668 +21%
KI
487
Kula Investments
Illinois
$278K +$301K +3,810 New
DGAM
488
Desjardins Global Asset Management
Quebec, Canada
$275K -$413K -5,226 -58%
WFI
489
West Family Investments
California
$272K -$6.48K -82 -2%
EHAM
490
Eagle Harbor Asset Management
Washington
$271K -$37.5K -475 -11%
CJFS
491
Coulter & Justus Financial Services
Tennessee
$270K – – –
Mercer Global Advisors
492
Mercer Global Advisors
Colorado
$270K +$8.37K +106 +3%
MCM
493
MAI Capital Management
Ohio
$269K +$291K +3,680 New
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$267K -$82.6K -1,045 -22%
CWA
495
Carolina Wealth Advisors
South Carolina
$265K +$2.29K +29 +0.8%
SI
496
Stephens Inc
Arkansas
$265K -$21.3K -270 -7%
BAWC
497
Boyce & Associates Wealth Consulting
Texas
$264K – – –
BAM
498
Belpointe Asset Management
Nevada
$263K -$131K -1,659 -32%
ACS
499
Archford Capital Strategies
Illinois
$263K -$41.8K -529 -13%
SIA
500
Schechter Investment Advisors
Michigan
$262K -$29.2K -370 -9%