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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
801
Lugano Financial Advisors SA (LFA)
Switzerland
$510K – – –
ASBI
802
American State Bank (Iowa)
Iowa
$504K -$54.1K -1,379 -10%
WB
803
WesBanco Bank
West Virginia
$501K +$24.3K +619 +5%
USGIU
804
U.S. Global Investors (USGI)
Texas
$496K – – –
AWM
805
Axxcess Wealth Management
California
$495K +$186K +4,743 +65%
CI
806
Conning Inc
Connecticut
$494K +$35K +893 +8%
FMAEN1
807
Fund Management at Engine No 1
California
$491K +$466K +11,881 New
FB
808
Fulton Bank
Pennsylvania
$489K -$48.3K -1,232 -9%
ISL
809
Ingalls & Snyder LLC
New York
$487K -$627 -16 -0.1%
DMBA
810
Deseret Mutual Benefit Administrators
Utah
$482K -$138K -3,526 -23%
SFG
811
Summit Financial Group
West Virginia
$482K -$51K -1,300 -10%
SAM
812
Sawgrass Asset Management
Florida
$479K +$454K +11,590 New
MYIA
813
Mount Yale Investment Advisors
Colorado
$478K +$15K +383 +3%
TF
814
TIAA FSB
Florida
$477K -$61.3K -1,564 -12%
BA
815
Bennicas & Associates
California
$475K – – –
NHC
816
Nicholas Hoffman & Company
Georgia
$472K – – –
AIA
817
Avalon Investment & Advisory
Texas
$469K +$15.7K +400 +4%
SPWM
818
Schrum Private Wealth Management
Florida
$469K +$29.4K +750 +7%
IAS
819
Investment Advisory Services
Texas
$462K +$2K +51 +0.5%
BFS
820
Bradley Foster & Sargent
Connecticut
$458K +$10.8K +275 +3%
LFG
821
Lazard Frères Gestion
France
$457K -$86.6K -2,210 -17%
SIM
822
Sentry Investment Management
Wisconsin
$457K -$73K -1,862 -14%
DWT
823
Dorsey & Whitney Trust
South Dakota
$456K -$16.5K -421 -4%
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
$456K +$127K +3,240 +41%
SG
825
StoneX Group
New York
$454K +$169K +4,300 +65%