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Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
1301
Audent Global Asset Management
California
$219K – – –
MCM
1302
Mainstay Capital Management
Michigan
$218K -$11.6K -216 -4%
MWM
1303
Mission Wealth Management
California
$218K +$251K +4,683 New
FA
1304
FDx Advisors
Illinois
$215K -$12.9K -241 -5%
MFG
1305
Magnus Financial Group
New York
$215K -$26.4K -492 -10%
GWMR
1306
GC Wealth Management RIA
Massachusetts
$214K -$44.2K -825 -15%
CW
1307
Channel Wealth
California
$214K +$247K +4,606 New
VWA
1308
VERITY Wealth Advisors
United States
$214K – – –
E
1309
Evansbrook
Illinois
$214K – – –
SP
1310
SmartHarvest Portfolios
Washington
$214K -$8.04K -150 -3%
NHC
1311
Nicholas Hoffman & Company
Georgia
$213K +$1.13K +21 +0.5%
DCM
1312
Delta Capital Management
New Jersey
$213K – – –
LFM
1313
LGT Fund Management
Liechtenstein
$212K -$34K -635 -12%
MHIC
1314
Marble Harbor Investment Counsel
Massachusetts
$212K -$8.9K -166 -4%
FCBT
1315
First Citizens Bank & Trust
North Carolina
$212K -$10.8K -202 -4%
CIA
1316
Cladis Investment Advisory
Montana
$211K – – –
CCG
1317
Ceeto Capital Group
Florida
$211K – – –
CH
1318
Cromwell Holdings
Wyoming
$211K +$23.2K +432 +11%
CAG
1319
Csenge Advisory Group
Florida
$210K -$37.5K -700 -13%
JMBA
1320
J. M. Brown & Associates
Oklahoma
$210K +$242K +4,515 New
MA
1321
MONECO Advisors
Connecticut
$209K +$23.5K +439 +11%
USGIU
1322
U.S. Global Investors (USGI)
Texas
$209K – – –
KMWM
1323
Keudell/Morrison Wealth Management
Oregon
$208K – – –
DMBA
1324
Deseret Mutual Benefit Administrators
Utah
$208K -$48K -896 -17%
CIS
1325
Custom Index Systems
New York
$207K +$26.3K +490 +12%