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Name Holding Trade Value Shares
Change 		Change in
Stake
USGIU
1326
U.S. Global Investors (USGI)
Texas
$720K +$198K +2,300 +40%
SFSG
1327
Stearns Financial Services Group
North Carolina
$716K +$18.6K +216 +3%
CL
1328
Choreo LLC
Illinois
$711K -$4.24M -49,319 -86%
IPAM
1329
ICICI Prudential Asset Management
India
$711K – – –
NCMW
1330
Northern Capital Management (Wisconsin)
Wisconsin
$708K -$18.2K -212 -3%
NHC
1331
Nicholas Hoffman & Company
Georgia
$707K +$112K +1,301 +20%
CG
1332
Colony Group
Massachusetts
$704K +$45.9K +533 +7%
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$702K -$165K -1,922 -20%
CIM
1334
CenturyLink Investment Management
Colorado
$697K – – –
FMWA
1335
Forvis Mazars Wealth Advisors
Missouri
$691K -$72.1K -838 -10%
MWM
1336
Meridian Wealth Management
Kentucky
$691K +$669K +7,772 New
FFA
1337
First Foundation Advisors
California
$690K +$668K +7,760 New
TPW
1338
Tiller Private Wealth
Pennsylvania
$687K +$172 +2 +0%
PMFA
1339
Plante Moran Financial Advisors
Michigan
$684K -$78.5K -913 -11%
BAC
1340
Boys Arnold & Co
North Carolina
$683K +$37.5K +436 +6%
DBIA
1341
Dumont & Blake Investment Advisors
New Jersey
$677K +$8.17K +95 +1%
CWM
1342
Confluence Wealth Management
Oregon
$672K -$50.2K -584 -7%
AAM
1343
American Asset Management
Florida
$672K -$17.2K -200 -3%
TIA
1344
Trust Investment Advisors
Indiana
$671K – – –
MMA
1345
Miracle Mile Advisors
California
$668K +$37.2K +432 +6%
PPCM
1346
Pillar Pacific Capital Management
California
$667K +$90.8K +1,055 +16%
FCAG
1347
First Capital Advisors Group
New Jersey
$660K +$62.2K +723 +11%
SPIA
1348
Steward Partners Investment Advisory
New York
$657K +$637K +7,401 New
RMAM
1349
Raab & Moskowitz Asset Management
New Jersey
$656K -$114K -1,328 -15%
RWM
1350
Raffa Wealth Management
District of Columbia
$654K -$3.44K -40 -0.5%
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