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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1101
GeoWealth Management
Illinois
$542K +$506K +8,830 New
LIM
1102
Leavell Investment Management
Alabama
$540K +$21.8K +380 +5%
FIM
1103
Fernwood Investment Management
Massachusetts
$539K +$1.15K +20 +0.2%
ODG
1104
O'Dell Group
Ohio
$537K -$32K -559 -6%
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$537K -$618K -10,789 -55%
RBFC
1106
Roman Butler Fullerton & Co
Missouri
$535K -$41.5K -725 -8%
PWP
1107
Perfromance Wealth Partners
Illinois
$528K -$200K -3,500 -29%
HFRG
1108
Houlihan Financial Resource Group
Virginia
$528K -$306K -5,347 -38%
IUHSA
1109
Itau Unibanco Holding S.A.
Brazil
$526K +$410K +7,158 +509%
CIG
1110
Cullen Investment Group
Louisiana
$525K +$490K +8,556 New
TC
1111
Trust Company
Kansas
$525K +$331K +5,777 +208%
BJL
1112
Brighton Jones LLC
Washington
$524K -$1.49K -26 -0.3%
CH
1113
Canton Hathaway
Rhode Island
$524K -$200K -3,485 -29%
PVI
1114
Pine Valley Investments
New Jersey
$520K -$270K -4,719 -36%
CQS
1115
Credential Qtrade Securities
$519K -$57.6K -1,006 -11%
PA
1116
Probity Advisors
Texas
$518K -$7.85K -137 -2%
MFS
1117
Mirabella Financial Services
United Kingdom
$515K +$250K +4,359 +108%
CCG
1118
Ceeto Capital Group
Florida
$514K -$23.2K -405 -5%
SAM
1119
Sompo Asset Management
Japan
$513K +$8.59K +150 +2%
AWP
1120
Accretive Wealth Partners
New Jersey
$511K -$5.1K -89 -1%
IAN
1121
Integrated Advisors Network
Texas
$511K +$2.06K +36 +0.4%
Focus Partners Wealth
1122
Focus Partners Wealth
Massachusetts
$510K +$476K +8,308 New
FFO
1123
Fiduciary Family Office
Florida
$509K +$474K +8,282 New
WA
1124
Wealth Alliance
New York
$509K -$120K -2,095 -20%
MIM
1125
Moseley Investment Management
Florida
$508K -$13.1K -229 -3%