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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$215K +$219K +2,304 New
Lido Advisors
552
Lido Advisors
California
$208K +$212K +2,229 New
TAM
553
Todd Asset Management
Kentucky
$208K +$212K +2,229 New
AWA
554
Arkadios Wealth Advisors
Georgia
$206K +$210K +2,214 New
KAM
555
Knightsbridge Asset Management
California
$203K +$208K +2,184 New
WWP
556
WR Wealth Planners
Missouri
$199K +$3.61K +38 +2%
UB
557
UMB Bank
Missouri
$185K -$2.66K -28 -1%
SIM
558
Sentry Investment Management
Wisconsin
$166K -$55K -579 -25%
MSE
559
MUFG Securities EMEA
United Kingdom
$164K -$314K -3,300 -65%
NA
560
NewEdge Advisors
Louisiana
$163K +$185K +1,946 New
GRP
561
Global Retirement Partners
California
$159K +$475 +5 +0.3%
QC
562
Quent Capital
New York
$145K +$68K +715 +85%
PA
563
Parallel Advisors
California
$143K +$55K +579 +60%
EWA
564
EverSource Wealth Advisors
Alabama
$138K +$26.4K +278 +23%
PPC
565
Park Place Capital
Alabama
$136K +$139K +1,465 New
BBHC
566
Brown Brothers Harriman & Co
New York
$135K -$49.8K -524 -26%
IUHSA
567
Itau Unibanco Holding S.A.
Brazil
$127K +$128K +1,349 New
UCB
568
United Community Bank
South Carolina
$113K +$11.9K +125 +12%
BAM
569
Belpointe Asset Management
Nevada
$99.4K +$101K +1,067 New
First Manhattan
570
First Manhattan
New York
$94.7K – – –
CG
571
Carmignac Gestion
France
$93.1K -$238K -2,500 -71%
GWS
572
Glassman Wealth Services
Virginia
$92K +$59.3K +624 +171%
DGAM
573
Desjardins Global Asset Management
Quebec, Canada
$90K +$2.57K +27 +3%
AssetMark Inc
574
AssetMark Inc
California
$89.8K -$4.28K -45 -4%
PFC
575
Phocas Financial Corp
California
$86.1K +$87.9K +925 New