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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2576
SJS Investment Consulting
Ohio
$234K +$11.3K +103 +5%
JHP
2577
James Hambro & Partners
United Kingdom
$234K
TFP
2578
Tilia Fiduciary Partners
North Carolina
$233K +$225K +2,048 New
JIC
2579
Joel Isaacson & Co
New York
$233K
WAG
2580
Windsor Advisory Group
Ohio
$233K -$17.4K -159 -7%
Cohen & Steers
2581
Cohen & Steers
New York
$233K +$4.28K +39 +2%
BA
2582
Bristlecone Advisors
Washington
$233K -$17K -155 -7%
BIG
2583
Builder Investment Group
Georgia
$232K
CA
2584
CGN Advisors
Kansas
$232K
FI
2585
FWG Investments
Kentucky
$232K +$9.54K +87 +4%
FL
2586
FreeGulliver LLC
Louisiana
$231K -$97.1K -885 -30%
SI
2587
Saxon Interests
Texas
$231K -$13.9K -127 -6%
NCM
2588
Next Capital Management
New York
$231K +$223K +2,029 New
SFG
2589
Sather Financial Group
Texas
$231K
HWM
2590
Hemington Wealth Management
Virginia
$231K +$2.85K +26 +1%
PFM
2591
Phillips Financial Management
Indiana
$231K -$67.5K -615 -23%
PCH
2592
PGIM Custom Harvest
New Jersey
$231K -$1.21K -11 -0.5%
EFP
2593
Elser Financial Planning
Indiana
$231K +$8.01K +73 +4%
AWM
2594
Austin Wealth Management
Texas
$230K -$2.19K -20 -1%
BFC
2595
Bedel Financial Consulting
Indiana
$230K -$768 -7 -0.3%
IWP
2596
Insight Wealth Partners
Texas
$229K -$61K -556 -22%
BA
2597
Ballast Advisors
Minnesota
$229K -$18.6K -170 -8%
EWA
2598
Emergent Wealth Advisors
New York
$228K +$219K +2,001 New
WCM
2599
Wisconsin Capital Management
Wisconsin
$228K
QL
2600
Quarry LP
New York
$227K -$219 -2 -0.1%