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Name Holding Trade Value Shares
Change
Change in
Stake
Potentia Wealth
1826
Potentia Wealth
California
$24.7M -$6.71M -23,450 -22%
Capital City Trust
1827
Capital City Trust
Florida
$24.6M -$598K -2,089 -2%
Bay Colony Advisors
1828
Bay Colony Advisors
Massachusetts
$24.6M -$1.05M -3,670 -4%
M. Kulyk & Associates
1829
M. Kulyk & Associates
Georgia
$24.5M +$7.3M +25,532 +43%
Independent Solutions Wealth Management
1830
Independent Solutions Wealth Management
New York
$24.5M -$124K -433 -0.5%
Activest Wealth Management
1831
Activest Wealth Management
Florida
$24.5M -$9.17M -32,074 -28%
Sustainable Insight Capital Management
1832
Sustainable Insight Capital Management
New York
$24.5M -$12.4M -43,479 -34%
Vanguard National Trust
1833
Vanguard National Trust
Pennsylvania
$24.4M -$565K -1,977 -2%
SkyOak Wealth
1834
SkyOak Wealth
Michigan
$24.4M -$21.5K -75 -0.1%
Oak Grove Capital
1835
Oak Grove Capital
New Hampshire
$24.4M +$10M +34,853 +70%
Iyo Bank
1836
Iyo Bank
Japan
$24.4M – – –
WoodTrust Financial
1837
WoodTrust Financial
Wisconsin
$24.4M -$1.03M -3,604 -4%
Hollencrest Capital Management
1838
Hollencrest Capital Management
California
$24.4M -$274M -958,507 -92%
Itau Unibanco Holding S.A.
1839
Itau Unibanco Holding S.A.
Brazil
$24.4M +$1.04M +3,637 +5%
Financial Avengers
1840
Financial Avengers
California
$24.4M -$533K -1,865 -2%
Bedel Financial Consulting
1841
Bedel Financial Consulting
Indiana
$24.3M +$2.07M +7,221 +9%
Dock Street Asset Management
1842
Dock Street Asset Management
Florida
$24.3M +$854K +2,986 +4%
Krane Funds Advisors
1843
Krane Funds Advisors
New York
$24.3M +$17.1M +59,949 +251%
Mayflower Financial Advisors
1844
Mayflower Financial Advisors
Massachusetts
$24.2M -$1.03M -3,592 -4%
Brave Asset Management
1845
Brave Asset Management
New Jersey
$24.2M -$968K -3,383 -4%
Ring Mountain Capital
1846
Ring Mountain Capital
California
$24.2M +$1.47M +5,137 +7%
Guardian Partners
1847
Guardian Partners
Canada
$24.2M -$3.96M -13,844 -14%
Seek First
1848
Seek First
California
$24.2M -$8.31M -29,043 -26%
Bernard Wealth Management
1849
Bernard Wealth Management
Michigan
$24.1M -$376K -1,314 -2%
Galvin Gaustad & Stein
1850
Galvin Gaustad & Stein
Arizona
$24.1M -$1.52M -5,330 -6%