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Name Holding Trade Value Shares
Change
Change in
Stake
Itau Unibanco Holding S.A.
1526
Itau Unibanco Holding S.A.
Brazil
$54.9K -$50.6K -132 -50%
CAM
1527
Costello Asset Management
Pennsylvania
$54.5K – – –
WFA
1528
West Financial Advisors
Iowa
$53.2K – – –
RDFA
1529
Ritter Daniher Financial Advisory
Ohio
$52.8K – – –
DPW
1530
DiNuzzo Private Wealth
Pennsylvania
$52.2K – – –
PWMG
1531
Private Wealth Management Group
New Jersey
$51.1K – – –
HB
1532
Horizon Bancorp
Indiana
$50K -$47.9K -125 -51%
PGAM
1533
Princeton Global Asset Management
New Jersey
$49.4K – – –
WIM
1534
Westside Investment Management
California
$49K – – –
RBC
1535
Roble Belko & Company
Pennsylvania
$48K – – –
HNW
1536
High Note Wealth
Minnesota
$46.9K – – –
SBI Securities
1537
SBI Securities
Japan
$46.9K +$383 +1 +0.9%
FC
1538
Financial Consulate
Maryland
$45.2K +$41K +107 New
SIC
1539
SJS Investment Consulting
Ohio
$44.8K +$38K +99 +1,414%
CPG
1540
Cornerstone Planning Group
New Jersey
$44.7K +$19.6K +51 +100%
KSWA
1541
Kathleen S. Wright Associates
Pennsylvania
$44.3K – – –
BHWM
1542
Beaird Harris Wealth Management
Texas
$44.3K +$383 +1 +1%
SWP
1543
SIMA Wealth Partners
Virginia
$43.9K -$48.7K -127 -55%
WA
1544
WPG Advisers
Maryland
$43.9K -$1.92K -5 -5%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$43.1K +$767 +2 +2%
APW
1546
Atlantic Private Wealth
North Carolina
$42.2K – – –
SA
1547
Strategic Advocates
Utah
$42.2K +$38.3K +100 New
AWM
1548
Accredited Wealth Management
Kentucky
$42.2K +$1.19M +3,100 +3,100%
GW&K Investment Management
1549
GW&K Investment Management
Massachusetts
$41K +$1.53K +4 +4%
FFO
1550
Fortitude Family Office
Arizona
$41K – – –