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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1751
JFS Wealth Advisors
Pennsylvania
$485K +$212 +4 +0%
RPC
1752
Rossmore Private Capital
Connecticut
$485K +$267K +5,036 +124%
CCG
1753
Chatham Capital Group
Georgia
$480K -$159K -3,000 -25%
PFM
1754
Peak Financial Management
Massachusetts
$479K +$9.05K +171 +2%
FC
1755
Financial Consulate
Maryland
$478K – – –
WC
1756
Whitnell & Co
Illinois
$477K – – –
VNB
1757
Virginia National Bank
Virginia
$476K +$472K +8,920 New
JIP
1758
Jaffetilchin Investment Partners
Florida
$475K +$41.8K +790 +10%
MOS
1759
MGO One Seven
Ohio
$475K +$472K +8,908 New
NEPPG
1760
New England Professional Planning Group
Rhode Island
$473K +$69.5K +1,313 +17%
HA
1761
Halsey Associates
Connecticut
$471K +$31.8K +600 +7%
AAP
1762
Arax Advisory Partners
Colorado
$470K -$59.9K -1,132 -11%
IC
1763
Investment Counsel
Michigan
$467K -$37.8K -715 -8%
USGIU
1764
U.S. Global Investors (USGI)
Texas
$466K +$16.9K +319 +4%
MFW
1765
Mosaic Family Wealth
Missouri
$463K -$18.4K -348 -4%
AIS
1766
AlphaOne Investment Services
Pennsylvania
$462K -$75.7K -1,430 -14%
JSL
1767
JT Stratford LLC
Georgia
$459K -$5.93K -112 -1%
GCAC
1768
Guardian Capital Advisors (Canada)
Ontario, Canada
$459K +$52.9K +1,000 +14%
NIM
1769
NuWave Investment Management
New Jersey
$457K +$141K +2,665 +45%
CWM
1770
Confluence Wealth Management
Oregon
$454K -$2.7K -51 -0.6%
SFSIG
1771
San Francisco Sentry Investment Group
California
$452K -$23.2K -438 -5%
CHP
1772
Cable Hill Partners
Oregon
$448K -$4.24K -80 -1%
DIM
1773
DC Investments Management
Virginia
$447K -$148K -2,791 -25%
RC
1774
Reik & Co
New York
$447K – – –
CASB
1775
Cape Ann Savings Bank
Massachusetts
$447K +$2.38K +45 +0.5%
69 70
71
72 73