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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
2276
Itau Unibanco Holding S.A.
Brazil
$512K -$3.79M -42,487 -88%
LIM
2277
Lathrop Investment Management
Arkansas
$512K
SAM
2278
S.A. Mason
Michigan
$512K +$625 +7 +0.1%
CWM
2279
Chemistry Wealth Management
New York
$511K
MAM
2280
Montchanin Asset Management
Delaware
$511K
LMKC
2281
L.M. Kohn & Company
Ohio
$510K -$89 -1 -0%
CCIA
2282
Cherry Creek Investment Advisors
Colorado
$510K +$6.34K +71 +1%
HFP
2283
Holistic Financial Partners
Indiana
$508K +$56.2K +630 +12%
HCM
2284
Hollencrest Capital Management
California
$506K
BST
2285
Bath Savings Trust
Maine
$504K +$72.5K +812 +16%
EIG
2286
Ellenbecker Investment Group
Wisconsin
$503K +$6.79K +76 +1%
RC
2287
Rovin Capital
Arizona
$503K +$36.2K +405 +7%
Wealth Enhancement Advisory Services
2288
Wealth Enhancement Advisory Services
Minnesota
$502K -$6.48M -72,603 -93%
RCA
2289
Resonant Capital Advisors
Wisconsin
$502K +$24.1K +270 +5%
KPW
2290
Kore Private Wealth
New York
$501K -$4.55K -51 -0.9%
KC
2291
Kenfarb & Co
Kentucky
$499K
PCMF
2292
Private Capital Management (Florida)
Florida
$499K +$517K +5,789 New
CWM
2293
Concentric Wealth Management
California
$498K -$2.68K -30 -0.5%
DFA
2294
DHJJ Financial Advisors
Illinois
$498K
EWS
2295
Evergreen Wealth Solutions
Pennsylvania
$497K -$26.4K -296 -5%
RGF
2296
Retirement Guys Formula
Ohio
$497K +$625 +7 +0.1%
RWG
2297
Regal Wealth Group
California
$496K +$4.55K +51 +1%
SOS
2298
Silver Oak Securities
Tennessee
$495K +$147K +1,650 +52%
MWM
2299
Merriman Wealth Management
Washington
$495K +$236K +2,644 +86%
GA
2300
Geller Advisors
New York
$493K -$109K -1,223 -18%