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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1751
Harbor Investment Advisory
Maryland
$746K +$4.87K +80 +0.7%
PIA
1752
Pinion Investment Advisors
Kansas
$745K -$35K -576 -5%
IUHSA
1753
Itau Unibanco Holding S.A.
Brazil
$745K +$662K +10,880 +953%
GA
1754
GoalVest Advisory
New York
$745K +$731K +12,014 New
SCI
1755
S&CO Inc
Massachusetts
$744K -$23.1K -380 -3%
IPW
1756
Inlet Private Wealth
Florida
$743K +$6.69K +110 +0.9%
MA
1757
MBA Advisors
Pennsylvania
$742K -$84.3K -1,387 -10%
PIMG
1758
Patriot Investment Management Group
Tennessee
$740K -$59.7K -981 -8%
TWA
1759
TPB Wealth Advisors
Texas
$737K -$12.2K -200 -2%
PA
1760
Procyon Advisors
Connecticut
$736K -$223K -3,675 -24%
ZB
1761
Zions Bancorporation
Utah
$733K -$954K -15,683 -57%
PCC
1762
Park Circle Company
Maryland
$732K -$103K -1,700 -13%
VA
1763
Valmark Advisers
Ohio
$732K -$791 -13 -0.1%
WC
1764
Whitney & Co
New York
$731K – – –
IDBONY
1765
Israel Discount Bank of New York
New York
$731K +$14.8K +244 +2%
GDP
1766
Great Diamond Partners
Maine
$730K -$1.22K -20 -0.2%
AP
1767
Atwood & Palmer
Missouri
$729K -$2.49K -41 -0.3%
GC
1768
Gilbert & Cook
Iowa
$729K +$67.1K +1,104 +10%
DA
1769
Detalus Advisors
Missouri
$727K -$94.6K -1,555 -12%
RFN
1770
RDA Financial Network
Iowa
$725K +$143K +2,349 +25%
VCM
1771
Vigilant Capital Management
Maine
$724K +$147K +2,415 +26%
SRAM
1772
Spouting Rock Asset Management
Pennsylvania
$722K +$708K +11,640 New
GCP
1773
GSA Capital Partners
United Kingdom
$720K +$706K +11,607 New
SPWM
1774
Schrum Private Wealth Management
Florida
$719K +$4.2K +69 +0.6%
WP
1775
WealthShield Partners
North Carolina
$717K -$4.13K -68 -0.6%
69 70
71
72 73