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Name Holding Trade Value Shares
Change
Change in
Stake
WFO
3651
Wealthgate Family Office
Colorado
$1.96M -$605K -3,595 -24%
MIM
3652
Miller Investment Management
Pennsylvania
$1.96M -$1.51K -9 -0.1%
SFC
3653
SYM Financial Corp
Indiana
$1.95M +$166K +989 +10%
BFAG
3654
Blackston Financial Advisory Group
Florida
$1.95M -$29.6K -176 -1%
ACM
3655
Adalta Capital Management
New York
$1.95M -$139K -825 -7%
Cohen & Steers
3656
Cohen & Steers
New York
$1.95M +$78.7K +468 +4%
SFPG
3657
Stonebridge Financial Planning Group
Florida
$1.95M +$121K +720 +7%
WI
3658
WBI Investments
New Jersey
$1.95M +$1.87M +11,142 New
OFS
3659
Orrstown Financial Services
Pennsylvania
$1.94M -$102K -605 -5%
TCWA
3660
Ten Capital Wealth Advisors
Washington
$1.94M +$148K +879 +9%
HSWM
3661
Hubbell Strickland Wealth Management
Louisiana
$1.94M -$4.37K -26 -0.2%
SPI
3662
Sutton Place Investors
New York
$1.94M +$262K +1,560 +15%
WWP
3663
WR Wealth Planners
Missouri
$1.94M +$1.87M +11,097 New
WMC
3664
Westwood Management Corporation
Illinois
$1.94M
BI
3665
Bramshill Investments
Florida
$1.93M -$1.17M -6,986 -39%
SL
3666
Stevard LLC
Illinois
$1.93M -$300K -1,782 -14%
VFIC
3667
Valley Forge Investment Consultants
Pennsylvania
$1.92M +$6.05K +36 +0.3%
MWC
3668
MBM Wealth Consultants
Missouri
$1.92M +$374K +2,226 +25%
AA
3669
AlphaMark Advisors
Kentucky
$1.92M -$319K -1,896 -15%
BA
3670
Bivin & Associates
Oklahoma
$1.91M -$187K -1,113 -9%
UWPG
3671
Ullmann Wealth Partners Group
Florida
$1.91M +$9.75K +58 +0.5%
GAA
3672
Green Alpha Advisors
Colorado
$1.91M +$25.6K +152 +1%
FPIS
3673
Financial Planning & Information Services
Wisconsin
$1.9M +$682K +4,053 +59%
WIM
3674
Warwick Investment Management
Texas
$1.9M +$4.04K +24 +0.2%
PBC
3675
Pavion Blue Capital
California
$1.9M -$50.4K -300 -3%