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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2051
StoneX Group
New York
$418K +$125K +700 +40%
DWA
2052
Dougherty Wealth Advisers
Minnesota
$416K -$49.9K -280 -10%
IIC
2053
Integrated Investment Consultants
Michigan
$414K -$109K -611 -20%
HL
2054
HeadInvest LLC
Maine
$414K -$52.2K -293 -11%
SP
2055
Symmetry Partners
Connecticut
$413K – – –
CBN
2056
Cadence Bank NA
Texas
$412K -$23.2K -130 -5%
PL
2057
Perpetual Ltd
Australia
$412K – – –
CC
2058
Claybrook Capital
Massachusetts
$411K – – –
BWP
2059
BSW Wealth Partners
Colorado
$407K -$24.2K -136 -5%
USGIU
2060
U.S. Global Investors (USGI)
Texas
$405K -$111K -622 -21%
CSM
2061
CAMG Solamere Management
North Carolina
$405K – – –
GAM
2062
GQ Asset Management
New York
$405K +$419K +2,353 New
SFWA
2063
Summit Financial Wealth Advisors
Louisiana
$403K – – –
ACM
2064
Allred Capital Management
Texas
$400K -$39.4K -221 -9%
TVAMP
2065
Tennessee Valley Asset Management Partners
Tennessee
$400K -$6.59K -37 -2%
WMA
2066
Wealth Management Associates
New Jersey
$398K +$412K +2,312 New
GAM
2067
Gould Asset Management
California
$397K +$54.1K +304 +15%
HFP
2068
Holistic Financial Partners
Indiana
$396K -$28K -157 -6%
MLIC
2069
Mandatum Life Insurance Company
Finland
$396K – – –
LC
2070
LCNB Corp
Ohio
$395K +$142K +795 +53%
1IA
2071
1834 Investment Advisors
Wisconsin
$394K -$4.28K -24 -1%
BCM
2072
Breiter Capital Management
Florida
$389K +$356 +2 +0.1%
PGA
2073
Portland Global Advisors
Maine
$388K +$125K +700 +45%
RFO
2074
RiverGlades Family Offices
Florida
$387K – – –
FA
2075
Fortis Advisors
Pennsylvania
$387K +$17.5K +98 +5%
81 82
83
84 85