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Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
851
Williams Jones Wealth Management
New York
$264K -$203K -5,489 -41%
Wealthspire Advisors (New York)
852
Wealthspire Advisors (New York)
New York
$263K -$10.3K -278 -3%
Savant Capital
853
Savant Capital
Illinois
$261K -$27.9K -756 -9%
Itau Unibanco Holding S.A.
854
Itau Unibanco Holding S.A.
Brazil
$261K +$66.6K +1,801 +30%
CreativeOne Wealth
855
CreativeOne Wealth
Kansas
$261K -$59.5K -1,609 -17%
LPIC
856
LeJeune Puetz Investment Counsel
Michigan
$260K – – –
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$12.8K +346 +5%
QI
858
Qtron Investments
Massachusetts
$256K +$281K +7,615 New
Compagnie Lombard Odier SCmA
859
Compagnie Lombard Odier SCmA
Switzerland
$253K +$130K +3,510 +88%
CPC
860
Congress Park Capital
New York
$251K -$99.8K -2,700 -27%
FWM
861
Forza Wealth Management
Florida
$251K +$276K +7,470 New
RCWM
862
Royal Capital Wealth Management
Indiana
$251K +$185 +5 +0.1%
SCM
863
Sitrin Capital Management
California
$250K -$4.46M -120,720 -94%
Caption Management
864
Caption Management
Oklahoma
$249K -$3.58K -97 -1%
HAM
865
Hedges Asset Management
Nevada
$249K – – –
Huntington National Bank
866
Huntington National Bank
Ohio
$249K -$23.5K -635 -8%
GPA
867
Guerra Pan Advisors
New Jersey
$248K – – –
VWA
868
V Wealth Advisors
Kansas
$246K +$39.7K +1,073 +17%
Level Four Advisory Services
869
Level Four Advisory Services
Texas
$245K +$21.8K +591 +9%
BWP
870
Balboa Wealth Partners
Arizona
$245K -$17.1K -462 -6%
HCM
871
Hollencrest Capital Management
California
$244K -$41.3K -1,117 -13%
CC
872
Callan Capital
California
$243K +$267K +7,216 New
HCA
873
Heck Capital Advisors
Wisconsin
$242K +$3.84K +104 +1%
Mairs & Power Inc
874
Mairs & Power Inc
Minnesota
$242K – – –
PTC
875
Private Trust Company
Ohio
$241K +$13.6K +369 +5%