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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
851
Wealthspire Advisors (New York)
New York
$263K -$10.3K -278 -3%
SC
852
Savant Capital
Illinois
$261K -$27.9K -756 -9%
IUHSA
853
Itau Unibanco Holding S.A.
Brazil
$261K +$66.6K +1,801 +30%
CW
854
CreativeOne Wealth
Kansas
$261K -$59.5K -1,609 -17%
LPIC
855
LeJeune Puetz Investment Counsel
Michigan
$260K – – –
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$12.8K +346 +5%
QI
857
Qtron Investments
Massachusetts
$256K +$281K +7,615 New
CLOS
858
Compagnie Lombard Odier SCmA
Switzerland
$253K +$130K +3,510 +88%
CPC
859
Congress Park Capital
New York
$251K -$99.8K -2,700 -27%
FWM
860
Forza Wealth Management
Florida
$251K +$276K +7,470 New
RCWM
861
Royal Capital Wealth Management
Indiana
$251K +$185 +5 +0.1%
SCM
862
Sitrin Capital Management
California
$250K -$4.46M -120,720 -94%
CM
863
Caption Management
Oklahoma
$249K -$3.58K -97 -1%
HAM
864
Hedges Asset Management
Nevada
$249K – – –
HNB
865
Huntington National Bank
Ohio
$249K -$23.5K -635 -8%
GPA
866
Guerra Pan Advisors
New Jersey
$248K – – –
VWA
867
V Wealth Advisors
Kansas
$246K +$39.7K +1,073 +17%
LFAS
868
Level Four Advisory Services
Texas
$245K +$21.8K +591 +9%
BWP
869
Balboa Wealth Partners
Arizona
$245K -$17.1K -462 -6%
HCM
870
Hollencrest Capital Management
California
$244K -$41.3K -1,117 -13%
CC
871
Callan Capital
California
$243K +$267K +7,216 New
HCA
872
Heck Capital Advisors
Wisconsin
$242K +$3.84K +104 +1%
MPI
873
Mairs & Power Inc
Minnesota
$242K – – –
PTC
874
Private Trust Company
Ohio
$241K +$13.6K +369 +5%
BBP
875
Banco BTG Pactual
Brazil
$237K +$261K +7,055 New
33 34
35
36 37