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Name Holding Trade Value Shares
Change
Change in
Stake
WG
551
Winton Group
United Kingdom
$1.01M +$1.32M +10,500 New
AG
552
AlTi Global
New York
$1.01M -$232K -1,850 -15%
MHC
553
May Hill Capital
Massachusetts
$1M +$9.9K +79 +0.8%
EPW
554
Elevated Private Wealth
Wisconsin
$1M +$1.31M +10,428 New
BRWA
555
B. Riley Wealth Advisors
Florida
$997K +$129K +1,030 +11%
SCA
556
Snowden Capital Advisors
New York
$988K -$474K -3,780 -27%
SAM
557
Silvercrest Asset Management
New York
$988K +$19.7K +157 +2%
BAM
558
Berkshire Asset Management
Pennsylvania
$979K
IFG
559
Independent Financial Group
California
$974K -$221K -1,765 -15%
AA
560
ALPS Advisors
Colorado
$973K +$8.27K +66 +0.7%
III
561
Independent Investors Inc
New York
$969K
FAM
562
Fairtree Asset Management
South Africa
$955K +$338K +2,701 +37%
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$940K -$7.27K -58 -0.6%
PE
564
PCM Encore
Colorado
$938K -$23.4K -187 -2%
NP
565
Nilsine Partners
Colorado
$930K +$21K +168 +2%
HIIFS
566
Harel Insurance Investments & Financial Services
Israel
$926K +$907K +7,244 +302%
Rafferty Asset Management
567
Rafferty Asset Management
New York
$919K +$1.2M +9,576 New
CPL
568
Corecam Pte Ltd
$917K +$620K +4,950 +108%
AAM
569
Auxier Asset Management
Oregon
$912K -$32.9K -263 -3%
IUHSA
570
Itau Unibanco Holding S.A.
Brazil
$912K +$680K +5,431 +133%
KCM
571
Kathmere Capital Management
Pennsylvania
$900K -$351K -2,802 -23%
OWP
572
ORG Wealth Partners
Texas
$884K -$248K -1,979 -18%
GCS
573
Gordian Capital (Singapore)
Singapore
$880K
WF
574
WinCap Financial
Massachusetts
$880K +$35.3K +282 +3%
LWM
575
Laidlaw Wealth Management
New York
$876K -$65.6K -524 -5%