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Name Holding Trade Value Shares
Change
Change in
Stake
Harel Insurance Investments & Financial Services
951
Harel Insurance Investments & Financial Services
Israel
$661K +$66K +1,000 +11%
AHC
952
Adell Harriman & Carpenter
Texas
$659K -$47.2K -715 -7%
Bailard
953
Bailard
California
$658K – – –
Avantax Planning Partners
954
Avantax Planning Partners
Iowa
$655K +$131K +1,987 +25%
HA
955
Harfst & Associates
Wyoming
$652K +$22.6K +342 +4%
ALPS Advisors
956
ALPS Advisors
Colorado
$647K -$79K -1,197 -11%
FWP
957
FAS Wealth Partners
Kansas
$642K +$1.45K +22 +0.2%
DCM
958
Dupont Capital Management
Delaware
$639K – – –
DBRC
959
D.B. Root & Company
Pennsylvania
$639K +$31.5K +477 +5%
CFA
960
Carroll Financial Associates
North Carolina
$627K +$9.9K +150 +2%
TWI
961
Thomas White International
Illinois
$626K -$144K -2,175 -19%
LBC
962
Lowe Brockenbrough & Co
Virginia
$626K -$40.9K -620 -6%
BDF
963
Balasa Dinverno & Foltz
$619K +$39.3K +595 +7%
Itau Unibanco Holding S.A.
964
Itau Unibanco Holding S.A.
Brazil
$617K +$426K +6,454 +228%
AWM
965
Aries Wealth Management
Maine
$616K +$68.8K +1,043 +13%
AP
966
Appleton Partners
Massachusetts
$615K -$21.6K -328 -3%
Colony Group
967
Colony Group
Massachusetts
$613K -$382K -5,795 -39%
BOS
968
Bank of Stockton
California
$609K -$22.1K -335 -4%
PAM
969
Private Asset Management
California
$609K +$3.37K +51 +0.6%
Chicago Partners Investment Group
970
Chicago Partners Investment Group
Illinois
$605K -$2.31K -35 -0.4%
BWP
971
Baldwin Wealth Partners
Massachusetts
$604K -$55.1K -835 -8%
TTWM
972
TCV Trust & Wealth Management
Virginia
$604K +$25.6K +388 +4%
HCMNY
973
Howard Capital Management (New York)
New York
$600K – – –
SSW
974
Smith Shellnut Wilson
Mississippi
$599K -$286K -4,332 -32%
BMM
975
Buffington Mohr McNeal
Idaho
$599K +$73.9K +1,120 +14%