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Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
2651
U.S. Global Investors (USGI)
Texas
$340K
FCFC
2652
First Citizens Financial Corp
Iowa
$340K +$102K +497 +47%
TIA
2653
Tandem Investment Advisors
South Carolina
$340K +$110K +538 +53%
LF
2654
LifeSteps Financial
California
$339K +$24.6K +120 +8%
CS
2655
Cannell & Spears
New York
$338K -$4.71K -23 -1%
ETCM
2656
Evolutionary Tree Capital Management
Virginia
$337K +$315K +1,540 New
WPA
2657
West Paces Advisors
Georgia
$337K
AI
2658
Accredited Investors
Minnesota
$336K -$19.6K -96 -6%
NC
2659
NovaPoint Capital
Georgia
$336K +$43.8K +214 +16%
PIMG
2660
Patriot Investment Management Group
Tennessee
$335K -$124K -605 -28%
RAM
2661
Roanoke Asset Management
New Jersey
$335K
BIAS
2662
Beacon Investment Advisory Services
New Jersey
$334K +$313K +1,528 New
GWM
2663
Greenwich Wealth Management
Connecticut
$333K -$22.7K -111 -7%
MWPCG
2664
Measured Wealth Private Client Group
New Hampshire
$333K -$2.66K -13 -0.8%
TCOT
2665
Trust Company of Toledo
Ohio
$332K
CHA
2666
Carmichael Hill & Associates
Maryland
$331K +$614 +3 +0.2%
PAG
2667
Pinnacle Advisory Group
Maryland
$330K
MFW
2668
Mosaic Family Wealth
Missouri
$330K +$32.9K +161 +12%
VR
2669
Viridian RIA
Washington
$327K +$66.5K +325 +28%
CCM
2670
Carlson Capital Management
Minnesota
$327K +$84.9K +415 +38%
MC
2671
Miramar Capital
Illinois
$325K
RBCM
2672
Raub Brock Capital Management
California
$325K
CA
2673
Claro Advisors
Massachusetts
$325K +$205 +1 +0.1%
FPC
2674
Falcon Point Capital
California
$325K +$26.6K +130 +10%
GLAM
2675
Gardner Lewis Asset Management
Pennsylvania
$324K