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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2951
Towerpoint Wealth
California
$1.25M +$226K +2,912 +27%
HWA
2952
Hillcrest Wealth Advisors
New Jersey
$1.24M -$28.5K -368 -3%
Cohen & Steers
2953
Cohen & Steers
New York
$1.24M
LIM
2954
Lathrop Investment Management
Arkansas
$1.23M -$36.9K -476 -3%
FSG
2955
Financial Strategies Group
Michigan
$1.23M +$21.4K +276 +2%
SL
2956
Savior LLC
Massachusetts
$1.23M -$2.79K -36 -0.3%
CC
2957
Claybrook Capital
Massachusetts
$1.23M
DWA
2958
Dougherty Wealth Advisers
Minnesota
$1.22M
FWM
2959
Filbrandt Wealth Management
Wisconsin
$1.22M +$767K +9,892 +286%
TP
2960
Truvvo Partners
New York
$1.22M +$198K +2,552 +24%
MAP
2961
Milestone Advisory Partners
North Carolina
$1.21M -$31K -400 -3%
SC
2962
Steph & Co
Wisconsin
$1.21M
HCM
2963
HM Capital Management
Missouri
$1.21M +$8.68K +112 +0.9%
NQWM
2964
Northwest Quadrant Wealth Management
Oregon
$1.21M +$11.5K +148 +1%
FAM
2965
Fenimore Asset Management
New York
$1.2M -$444K -5,736 -30%
CFC
2966
Coyle Financial Counsel
Illinois
$1.2M +$68.8K +888 +7%
ACM
2967
Adalta Capital Management
New York
$1.2M
FNBSF
2968
First National Bank Sioux Falls
South Dakota
$1.19M +$15.2K +196 +2%
CFO
2969
CVA Family Office
Colorado
$1.19M +$79.4K +1,024 +9%
CWM
2970
Chicago Wealth Management
Illinois
$1.19M +$1.86K +24 +0.2%
WRM
2971
Weybosset Research & Management
Rhode Island
$1.18M -$17.7K -228 -2%
SIC
2972
Schwartz Investment Counsel
Michigan
$1.18M
SWP
2973
Summit Wealth Partners
Florida
$1.18M +$101K +1,308 +11%
ACM
2974
Armbruster Capital Management
New York
$1.18M +$44.3K +572 +5%
IG
2975
Ithaka Group
Virginia
$1.17M