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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1101
Caldwell Sutter Capital
California
$337K
ST
1102
Sentinel Trust
Texas
$337K
QPWM
1103
Quadrant Private Wealth Management
Pennsylvania
$337K -$49.3K -977 -14%
ST
1104
Smithfield Trust
Pennsylvania
$334K +$7.31K +145 +2%
GFP
1105
Gryphon Financial Partners
Ohio
$333K -$23.7K -471 -7%
HFP
1106
Holistic Financial Partners
Indiana
$332K +$44.5K +882 +17%
USGIU
1107
U.S. Global Investors (USGI)
Texas
$329K -$302K -6,000 -50%
TLP
1108
Trinity Legacy Partners
Texas
$329K
IWA
1109
Icon Wealth Advisors
Texas
$328K -$6.81K -135 -2%
MFA
1110
Mayflower Financial Advisors
Massachusetts
$327K +$9.48K +188 +3%
CAM
1111
Cidel Asset Management
Ontario, Canada
$327K +$7.31K +145 +2%
BL
1112
Balentine LLC
Georgia
$327K +$46.1K +914 +18%
CBFP
1113
Cedar Brook Financial Partners
Ohio
$323K -$15.5K -308 -5%
9WM
1114
9258 Wealth Management
Ohio
$323K +$7.76K +154 +3%
LJAC
1115
L.J. Altfest & Co
New York
$322K +$296K +5,870 New
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$320K +$13.4K +265 +5%
FOA
1117
Five Oceans Advisors
California
$320K
SFG
1118
SevenBridge Financial Group
Pennsylvania
$318K +$22.7K +450 +7%
ACM
1119
Arcataur Capital Management
Wisconsin
$315K
WP
1120
Westmount Partners
California
$315K +$857 +17 +0.3%
SC
1121
Schulhoff & Co
Ohio
$315K
FCA
1122
FinTrust Capital Advisors
South Carolina
$312K -$91.4K -1,813 -24%
BCP
1123
Blackhawk Capital Partners
Wisconsin
$310K -$1.16M -22,959 -80%
PWMAG
1124
Pinnacle Wealth Management Advisory Group
New Jersey
$310K -$4.18K -83 -1%
LFM
1125
LGT Fund Management
Liechtenstein
$307K