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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1751
Itau Unibanco Holding S.A.
Brazil
$24.1M +$21.8M +92,372 +2,389%
GIM
1752
Guardian Investment Management
California
$24M -$674K -2,860 -3%
AWM
1753
Accurate Wealth Management
Florida
$24M -$612K -2,598 -3%
TPA
1754
Trivium Point Advisory
Connecticut
$24M +$1.77M +7,500 +9%
IA
1755
Insight Advisors
Pennsylvania
$24M -$349K -1,480 -2%
HA
1756
Herold Advisors
New York
$23.9M -$314K -1,332 -1%
PMFA
1757
Plante Moran Financial Advisors
Michigan
$23.9M -$1.36M -5,754 -6%
DWM
1758
Diversify Wealth Management
Utah
$23.9M +$8.73M +37,036 +58%
HWM
1759
HFR Wealth Management
New York
$23.8M -$257K -1,089 -1%
HI
1760
Hoey Investments
Pennsylvania
$23.8M +$4.05M +17,186 +22%
THCM
1761
Taylor Hoffman Capital Management
Virginia
$23.8M -$306K -1,297 -1%
NI
1762
Natural Investments
California
$23.7M +$22.3M +94,798 New
PCTC
1763
Perkins Coie Trust Company
Washington
$23.7M -$598K -2,539 -3%
CCC
1764
Chelsea Counsel Company
California
$23.7M -$1.07M -4,521 -5%
NIG
1765
NFJ Investment Group
Texas
$23.7M -$1.38M -5,869 -6%
HI
1766
Horizon Investments
North Carolina
$23.7M +$7.96M +33,757 +55%
MW
1767
Marcum Wealth
Ohio
$23.7M +$644K +2,733 +3%
SDJVC
1768
St. Denis J. Villere & Co
Louisiana
$23.7M -$657K -2,788 -3%
GD
1769
Grandfield & Dodd
New York
$23.6M -$35.4K -150 -0.2%
JWM
1770
Jessup Wealth Management
Ohio
$23.6M +$237K +1,006 +1%
AWM
1771
Absher Wealth Management
North Carolina
$23.6M -$1.87M -7,939 -8%
BF
1772
bLong Financial
Tennessee
$23.6M +$22.2M +94,168 New
AAA
1773
Adams Asset Advisors
Texas
$23.5M
CL
1774
CLG LLC
California
$23.5M +$22.1M +93,854 New
SP
1775
Symmetry Partners
Connecticut
$23.5M +$7.69M +32,618 +53%