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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1351
Excalibur Management
Massachusetts
$499K +$484K +5,680 New
JWA
1352
JFS Wealth Advisors
Pennsylvania
$497K – – –
SSWM
1353
Smith Salley Wealth Management
North Carolina
$497K +$54.9K +644 +13%
CAN
1354
Claraphi Advisory Network
United States
$497K +$79.3K +930 +20%
BCM
1355
Boltwood Capital Management
California
$496K -$72.5K -850 -13%
NBG
1356
Nancy B. Gardiner
$495K – – –
ZB
1357
Zions Bancorporation
Utah
$494K -$53K -622 -10%
AWE
1358
Avidian Wealth Enterprises
Texas
$493K +$137K +1,611 +40%
LSAG
1359
Lake Street Advisors Group
New Hampshire
$492K +$38.3K +449 +9%
HFM
1360
Harvest Fund Management
China
$490K -$336K -3,939 -42%
CC
1361
Centiva Capital
New York
$488K +$470K +5,510 +15,306%
KTC
1362
Kistler-Tiffany Companies
Pennsylvania
$487K -$216K -2,530 -31%
LWA
1363
Lineweaver Wealth Advisors
Ohio
$487K +$473K +5,545 New
AFP
1364
Ausdal Financial Partners
Iowa
$486K -$24.1K -283 -5%
OIA
1365
OneDigital Investment Advisors
Kansas
$485K -$9.72K -114 -2%
AOWM
1366
Alpha Omega Wealth Management
Virginia
$480K -$84.3K -989 -15%
GRP
1367
Global Retirement Partners
California
$478K -$15.7K -184 -3%
AWM
1368
Aries Wealth Management
Maine
$478K – – –
USGIU
1369
U.S. Global Investors (USGI)
Texas
$477K +$68.2K +800 +17%
DI
1370
Diligent Investors
California
$476K +$78.5K +921 +21%
ST
1371
Smithfield Trust
Pennsylvania
$474K -$68.2K -800 -13%
GBT
1372
Grove Bank & Trust
Florida
$472K -$9.12K -107 -2%
VAM
1373
Verity Asset Management
North Carolina
$471K -$4.52K -53 -1%
SCG
1374
Sonata Capital Group
Washington
$469K -$58.8K -690 -11%
IC
1375
Intersect Capital
California
$468K -$3.24K -38 -0.7%
53 54
55
56 57