Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
401
Itau Unibanco Holding S.A.
Brazil
$5.71K +$1.13K +20 +24%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$4.84K +$680 +12 +16%
FDW
403
Fourth Dimension Wealth
Ohio
$4.79K – – –
CA
404
CoreCap Advisors
Michigan
$4.57K +$3.06K +54 +180%
BIA
405
Bell Investment Advisors
California
$3.97K -$1.3K -23 -24%
CT
406
Colonial Trust
South Carolina
$3.6K – – –
ATC
407
Adirondack Trust Company
New York
$3.53K – – –
KGP
408
Keystone Global Partners
Colorado
$3.53K +$3.68K +65 New
PWMG
409
Private Wealth Management Group
New Jersey
$3.48K – – –
JWA
410
JFS Wealth Advisors
Pennsylvania
$3.37K -$623 -11 -15%
CW
411
Curio Wealth
Maryland
$3.37K +$3.46K +61 +6,100%
FDCP
412
Foster Dykema Cabot & Partners
Massachusetts
$3.32K – – –
KIG
413
Kessler Investment Group
Indiana
$3.26K – – –
MA
414
Montag & Associates
Georgia
$3.15K – – –
AssetMark Inc
415
AssetMark Inc
California
$3.04K +$2.44K +43 +331%
NL
416
NVWM LLC
Pennsylvania
$2.23K – – –
PPC
417
Park Place Capital
Alabama
$2.08K – – –
BFP
418
Briaud Financial Planning
Texas
$2K – – –
HWM
419
Hemington Wealth Management
Virginia
$2K +$964 +17 +61%
FFO
420
Fortitude Family Office
Arizona
$1.96K -$9.29K -164 -82%
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K – – –
PP
422
Pacifica Partners
Canada
$1.59K – – –
PWMG
423
Prestige Wealth Management Group
New Jersey
$1.58K +$340 +6 +26%
VCM
424
Versant Capital Management
Arizona
$1.52K +$1.59K +28 New
CFD
425
Creative Financial Designs
Indiana
$1.47K +$1.53K +27 New