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Royal Gold

Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
526
Investment Partners Asset Management
New Jersey
$243K +$217K +1,092 New
CW
527
CreativeOne Wealth
Kansas
$242K +$216K +1,090 New
BWM
528
Blossom Wealth Management
California
$242K -$54.8K -276 -20%
EFS
529
Essex Financial Services
Connecticut
$242K -$8.93K -45 -4%
CIAM
530
Caitong International Asset Management
Hong Kong
$242K +$208K +1,048 +2,556%
ADEF
531
ABS Direct Equity Fund
Connecticut
$238K +$212K +1,069 New
PAG
532
Poinciana Advisors Group
Florida
$237K
JWCA
533
J.W. Cole Advisors
Florida
$237K +$17.5K +88 +7%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$233K +$12.3K +62 +6%
QL
535
Quarry LP
New York
$232K +$83.1K +419 +67%
PWM
536
Perigon Wealth Management
California
$232K +$207K +1,042 New
DADC
537
D.A. Davidson & Co
Montana
$231K -$55.9K -282 -21%
Brown Advisory
538
Brown Advisory
Maryland
$230K -$14.5K -73 -7%
EP
539
Essential Partners
California
$229K +$793 +4 +0.4%
JSW
540
Journey Strategic Wealth
New Jersey
$229K +$204K +1,028 New
IFU
541
iSAM Funds (UK)
United Kingdom
$225K +$201K +1,014 New
GWP
542
Gateway Wealth Partners
Wisconsin
$222K
PA
543
Pinnacle Associates
New York
$222K -$54.6K -275 -22%
AFGAS
544
Allegiance Financial Group Advisory Services
Virginia
$221K -$8.13K -41 -4%
AWM
545
Aprio Wealth Management
Georgia
$219K -$16.5K -83 -8%
NRG
546
Nemes Rush Group
Michigan
$219K +$397 +2 +0.2%
MYIA
547
Mount Yale Investment Advisors
Colorado
$219K +$196K +987 New
VAS
548
Vestmark Advisory Solutions
Massachusetts
$219K +$196K +987 New
OFS
549
OneAscent Financial Services
Alabama
$217K +$194K +977 New
PWA
550
Physician Wealth Advisors
Utah
$216K -$198 -1 -0.1%