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Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
501
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.38K -$162K -3,986 -96%
SA
502
Strategic Advocates
Utah
$7.31K -$163 -4 -2%
FFO
503
Fortitude Family Office
Arizona
$7.07K +$448 +11 +7%
AW
504
Avion Wealth
Texas
$7K +$489 +12 +8%
WA
505
Westfuller Advisors
New York
$6.67K +$6.15K +151 New
EWP
506
Elevation Wealth Partners
California
$6.49K +$5.99K +147 New
PTC
507
Private Trust Company
Ohio
$6.32K +$5.83K +143 New
KFAS
508
Keating Financial Advisory Services
Kansas
$5.48K +$5.05K +124 New
BBHC
509
Brown Brothers Harriman & Co
New York
$5.34K
MTIC
510
Missouri Trust & Investment Company
Missouri
$5.3K
EW
511
Elyxium Wealth
California
$5.3K +$4.89K +120 New
RIL
512
Rothschild Investment LLC
Illinois
$5.21K +$4.61K +113 +2,260%
AFC
513
Ares Financial Consulting
California
$5.17K +$4.77K +117 New
CT
514
Clearstead Trust
Maine
$5.04K
CWM
515
Copia Wealth Management
Oregon
$4.86K
GIA
516
GHP Investment Advisors
Colorado
$4.86K +$4.08K +100 +1,000%
NEWAS
517
N.E.W. Advisory Services
Wisconsin
$4.42K -$37.5K -920 -90%
GK
518
Graney & King
New York
$4.42K
MA
519
Montag & Associates
Georgia
$4.42K
GBT
520
Grove Bank & Trust
Florida
$4.42K +$4.08K +100 New
SHIM
521
Stone House Investment Management
Pennsylvania
$4.06K +$1.88K +46 +100%
PWA
522
Physician Wealth Advisors
Utah
$4.02K
BIA
523
Bell Investment Advisors
California
$3.75K
MCM
524
MV Capital Management
Maryland
$3.75K
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$3.62K -$89.3K -2,190 -96%