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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
801
Castleview Partners
Texas
$34.5K -$2.46K -20 -6%
FFO
802
Fortitude Family Office
Arizona
$34.5K +$36.9K +300 New
TSMHT
803
Thurston Springer Miller Herd & Titak
Indiana
$33.3K -$1.23K -10 -3%
VSQM
804
V-Square Quantitative Management
Illinois
$30K +$32.1K +261 New
IUHSA
805
Itau Unibanco Holding S.A.
Brazil
$29.9K -$15.3M -124,787 -100%
CI
806
CAZ Investments
Texas
$29K – – –
RFS
807
Richardson Financial Services
Massachusetts
$28.9K – – –
HFM
808
Hartford Financial Management
Connecticut
$28.7K – – –
GI
809
GAMMA Investing
California
$28.1K -$7.25K -59 -19%
CAS
810
Coppell Advisory Solutions
Texas
$28.1K +$6.52K +53 +27%
ABWM
811
Alpine Bank Wealth Management
Colorado
$27.5K +$29.4K +239 New
MAM
812
Meeder Asset Management
Ohio
$27.2K +$6.76K +55 +30%
HIA
813
Harbor Investment Advisory
Maryland
$27K -$41.7K -339 -59%
NB
814
NBT Bank
New York
$26.4K +$28.3K +230 New
GWSG
815
GPS Wealth Strategies Group
Colorado
$26.4K -$5.66K -46 -17%
HIIFS
816
Harel Insurance Investments & Financial Services
Israel
$26K -$6.15K -50 -18%
LI
817
LRI Investments
Florida
$23.8K – – –
TWD
818
True Wealth Design
Ohio
$23.5K +$24.7K +201 +5,025%
JPWM
819
Jamison Private Wealth Management
Georgia
$23.4K – – –
GEA
820
Glen Eagle Advisors
New Jersey
$23.1K – – –
SSG
821
Summit Securities Group
New York
$23K -$57.8K -470 -70%
CHC
822
City Holding Co
West Virginia
$23K – – –
GIA
823
GHP Investment Advisors
Colorado
$23K – – –
SC
824
Swan Capital
Florida
$23K – – –
WSCM
825
Wellington Shields Capital Management
New York
$23K – – –
31 32
33
34 35