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Itaú Unibanco
ITUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
351
Acumen Wealth Advisors
Tennessee
$6.93K – – –
AA
352
Ancora Advisors
Ohio
$6.8K – – –
RWM
353
Raffa Wealth Management
District of Columbia
$6.65K – – –
FC
354
Financial Consulate
Maryland
$5.41K +$5.07K +606 +1,554%
RCM
355
Richardson Capital Management
Wisconsin
$5.36K +$5.36K +640 New
CA
356
Clearstead Advisors
Ohio
$4.63K – – –
CHC
357
City Holding Co
West Virginia
$4.62K +$134 +16 +3%
NSIM
358
North Star Investment Management
Illinois
$4.26K +$4.25K +508 New
HWP
359
Highline Wealth Partners
California
$4.21K -$301 -36 -7%
ADL
360
Asset Dedication LLC
California
$3.49K – – –
GEA
361
Glen Eagle Advisors
New Jersey
$3.35K +$25 +3 +0.8%
AWM
362
Activest Wealth Management
Florida
$3.32K +$3.31K +396 New
JWM
363
JPL Wealth Management
Colorado
$2.78K +$2.78K +332 New
IAS
364
IMA Advisory Services
Colorado
$2.72K +$703 +84 +35%
TCM
365
Triumph Capital Management
Colorado
$2.33K +$1.83K +219 +371%
BLC
366
Brown, Lisle/Cummings
Rhode Island
$2.29K +$2.28K +273 New
LFG
367
Larson Financial Group
Missouri
$2.22K +$2.22K +265 New
HI
368
Horizon Investments
North Carolina
$2.21K +$2.21K +264 New
PTC
369
Private Trust Company
Ohio
$1.96K +$50 +6 +3%
IWS
370
Intentional Wealth Strategies
Colorado
$1.93K +$1.92K +230 New
TWD
371
True Wealth Design
Ohio
$1.89K +$878 +105 +87%
EI
372
EFG International
$1.71K +$1.71K +204 New
RFP
373
Root Financial Partners
California
$1.42K +$469 +56 +50%
HCM
374
Hollencrest Capital Management
California
$1.39K – – –
RCM
375
Raleigh Capital Management
North Carolina
$1.29K +$1.29K +154 New
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15
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