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ITT
ITT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
551
Advisors Asset Management
Colorado
$106K -$34K -168 -24%
BC
552
Bayforest Capital
United Kingdom
$105K +$58.6K +290 +121%
EP
553
Essential Partners
California
$104K -$106K -526 -50%
O
554
Ossiam
France
$104K +$106K +526 New
PCM
555
Penserra Capital Management
California
$102K -$406K -2,010 -80%
CA
556
Clearstead Advisors
Ohio
$99.1K +$32.8K +162 +48%
AF
557
Advisornet Financial
Minnesota
$96.3K – – –
CT
558
Caldwell Trust
Florida
$91K – – –
BCWM
559
Bartlett & Co Wealth Management
Ohio
$89.2K – – –
IFWM
560
Institute for Wealth Management
Colorado
$89.1K +$91K +450 New
PWA
561
Provenance Wealth Advisors
Florida
$89K – – –
SFAM
562
Sawyer Falduto Asset Management
Illinois
$89K – – –
HP
563
Havemeyer Place
Connecticut
$88.2K -$1.51M -7,456 -94%
TWD
564
True Wealth Design
Ohio
$81.3K -$36.8K -182 -31%
LC
565
Lavaca Capital
Texas
$79.1K – – –
SN
566
Sittner & Nelson
Oregon
$79.1K – – –
BC
567
Barrett & Company
Rhode Island
$74.2K – – –
VSQM
568
V-Square Quantitative Management
Illinois
$72.6K – – –
BTI
569
Blue Trust Inc
Georgia
$72.4K – – –
SVCP
570
Silicon Valley Capital Partners
California
$70.6K +$202 +1 +0.3%
CT
571
Clearstead Trust
Maine
$69.2K – – –
HI
572
Harbour Investments
Wisconsin
$65.6K +$5.86K +29 +10%
QC
573
Quent Capital
New York
$64.1K -$3.84K -19 -6%
PAP
574
Persistent Asset Partners
Hong Kong
$62.5K +$63.9K +316 New
PWMG
575
Prestige Wealth Management Group
New Jersey
$61.8K – – –
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