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Itaú Unibanco

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Aaron Wealth Advisors
Illinois
$435K +$181K +21,689 +72%
PHS
227
Pekin Hardy Strauss
Illinois
$430K -$234 -28 -0.1%
GFP
228
Gryphon Financial Partners
Ohio
$424K +$424K +50,656 New
CS
229
Candriam SCA
Luxembourg
$413K +$12K +1,434 +3%
WA
230
Wealth Alliance
New York
$412K -$183K -21,856 -31%
Corient Private Wealth
231
Corient Private Wealth
Florida
$409K -$18K -2,152 -4%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$400K +$59.6K +7,128 +18%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$398K +$121K +14,509 +44%
KOCAA
234
Knights of Columbus Asset Advisors
Connecticut
$391K
GC
235
Guggenheim Capital
Illinois
$389K -$123K -14,654 -24%
AWA
236
Arkadios Wealth Advisors
Georgia
$364K +$364K +43,489 New
BP
237
BBR Partners
New York
$356K +$356K +42,522 New
BP
238
Ballentine Partners
Massachusetts
$352K +$52.6K +6,288 +18%
FPL
239
Fortress Private Ledger
North Carolina
$347K +$43.5K +5,199 +14%
SI
240
Stephens Inc
Arkansas
$339K +$12K +1,433 +4%
AIM
241
Aigen Investment Management
New York
$339K -$29.1K -3,475 -8%
LGF
242
LGT Group Foundation
Liechtenstein
$336K +$165K +19,762 +97%
Nordea Investment Management
243
Nordea Investment Management
Sweden
$328K -$90.4K -10,809 -21%
A
244
Allianz
Germany
$321K +$321K +38,316 New
JIC
245
Johnson Investment Counsel
Ohio
$320K -$80.3K -9,592 -20%
TCA
246
Transcend Capital Advisors
New Jersey
$318K +$123K +14,755 +64%
SWP
247
Sagespring Wealth Partners
Tennessee
$318K +$56.7K +6,773 +22%
AP
248
Advisors Preferred
Maryland
$311K +$311K +37,141 New
GAM
249
Gould Asset Management
California
$310K -$31.6K -3,774 -9%
BEI
250
Benjamin Edwards Inc
Missouri
$306K +$78.3K +9,354 +34%