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SII

Sprott
SII

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
201
Plato Investment Management
Australia
$45.5K – – –
CNBT
202
Cornerstone National Bank & Trust
Illinois
$45.1K – – –
AF
203
Allworth Financial
California
$45K – – –
CSC
204
Caldwell Sutter Capital
California
$39.3K – – –
GWM
205
Geneos Wealth Management
Colorado
$39.3K – – –
AA
206
Ancora Advisors
Ohio
$32.6K – – –
DWM
207
Dogwood Wealth Management
Kansas
$25.5K +$6.02K +46 +25%
SWM
208
SHP Wealth Management
Massachusetts
$25.3K – – –
AIC
209
Archer Investment Corporation
Indiana
$25.1K – – –
EWA
210
EverSource Wealth Advisors
Alabama
$23.3K -$25.4K -194 -48%
BTI
211
Blue Trust Inc
Georgia
$22.5K -$1.96K -15 -7%
CIM
212
Contravisory Investment Management
Massachusetts
$21.1K +$4.97K +38 +25%
PWAM
213
Private Wealth Asset Management
Iowa
$18.5K +$21.6K +165 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$17.8K – – –
SFFS
215
Stonehage Fleming Financial Services
Jersey
$16.6K – – –
CCM
216
Copeland Capital Management
Pennsylvania
$12.6K +$14.7K +112 New
MLA
217
MB, Levis & Associates
Pennsylvania
$12.4K – – –
CFD
218
Creative Financial Designs
Indiana
$11.4K – – –
CAM
219
Costello Asset Management
Pennsylvania
$11.2K – – –
MCA
220
McGuire Capital Advisors
Oklahoma
$11.2K – – –
AIM
221
Axiom Investment Management
New York
$11.2K +$13.1K +100 New
MG
222
Mather Group
Illinois
$5.62K – – –
TCM
223
Tradewinds Capital Management
Washington
$5.62K +$3.27K +25 +100%
PA
224
Parallel Advisors
California
$5.39K +$5.76K +44 +1,100%
BIA
225
Bell Investment Advisors
California
$4.61K – – –
7 8
9
10 11