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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
4201
Cohen & Steers
New York
$3.06M +$226K +1,000 +9%
KLI
4202
Kelman-Lazarov Inc
Tennessee
$3.05M +$140K +621 +5%
SO
4203
Sierra Ocean
California
$3.05M +$554K +2,451 +26%
LA
4204
Latitude Advisors
Florida
$3.05M +$61.7K +273 +2%
TCM
4205
Thoma Capital Management
Maryland
$3.05M -$446K -1,975 -14%
MFG
4206
Monte Financial Group
Connecticut
$3.05M -$89.2K -395 -3%
FCM
4207
Fairbanks Capital Management
California
$3.04M -$37.3K -165 -1%
TNAM
4208
Terra Nova Asset Management
New York
$3.04M +$258K +1,143 +11%
PWMG
4209
Pinnacle Wealth Management Group
Michigan
$3.04M -$86.7K -384 -3%
MHR
4210
Matthew Hamilton Rosenberg
$3.04M +$8.36K +37 +0.3%
RCIM
4211
Red Cedar Investment Management
Michigan
$3.04M
HFF
4212
Halter Ferguson Financial
Indiana
$3.03M -$89K -394 -3%
HSG
4213
Helen Stephens Group
Texas
$3.03M +$27.6K +122 +1%
FP
4214
Fiduciary Planning
Florida
$3.03M -$177K -784 -6%
AWAU
4215
Alliance Wealth Advisors (Utah)
Utah
$3.03M +$1.13M +5,006 +73%
LCG
4216
Lakeshore Capital Group
Illinois
$3.03M +$109K +481 +4%
DWM
4217
Darwin Wealth Management
Florida
$3.02M +$161K +713 +6%
RIA
4218
Richwood Investment Advisors
Ohio
$3.01M -$20.6K -91 -0.8%
PC
4219
Payne Capital
Oregon
$3.01M +$2.67M +11,825 New
AGP
4220
Autumn Glory Partners
Texas
$3.01M +$132K +585 +5%
LOIP
4221
Live Oak Investment Partners
Texas
$3.01M -$28.7K -127 -1%
OC
4222
Optimas Capital
Hong Kong
$3M -$12.2M -54,200 -82%
WWM
4223
Wiser Wealth Management
Georgia
$3M +$116K +512 +5%
RCWM
4224
Red Crane Wealth Management
California
$3M -$106K -468 -4%
XSC
4225
X-Square Capital
Puerto Rico
$3M +$4.07K +18 +0.2%