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Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1851
Sharkey, Howes & Javer
Colorado
$352K
MIM
1852
Moseley Investment Management
Florida
$350K -$48K -135 -13%
CWM
1853
Circle Wealth Management
New Jersey
$350K -$151K -424 -32%
FIB
1854
First Interstate Bank
Montana
$349K -$121K -340 -27%
WHCI
1855
W.H. Cornerstone Investments
Massachusetts
$349K +$87.1K +245 +37%
PAG
1856
Paladin Advisory Group
Iowa
$347K +$320K +901 New
PWMG
1857
Prestige Wealth Management Group
New Jersey
$347K +$18.8K +53 +6%
TCBWMS
1858
Texas Capital Bank Wealth Management Services
Texas
$346K +$19.5K +55 +7%
AWM
1859
Angeles Wealth Management
California
$346K +$25.9K +73 +9%
SEIA
1860
Signature Estate & Investment Advisors
California
$346K
Cohen & Steers
1861
Cohen & Steers
New York
$344K -$300K -844 -49%
RWI
1862
Red Wave Investments
Pennsylvania
$343K -$1.42K -4 -0.4%
SICM
1863
Sustainable Insight Capital Management
New York
$343K +$10.3K +29 +3%
TFA
1864
Toth Financial Advisory
Virginia
$342K +$315K +887 New
WFI
1865
West Family Investments
California
$342K +$10.7K +30 +4%
MAM
1866
Magellan Asset Management
Australia
$339K -$13.5K -38 -4%
WCM
1867
Wedge Capital Management
North Carolina
$339K -$4.98K -14 -2%
FTWA
1868
Fifth Third Wealth Advisors
Ohio
$339K +$312K +879 New
AMCA
1869
Arthur M. Cohen & Associates
Illinois
$338K
ONSWM
1870
Old North State Wealth Management
North Carolina
$336K +$24.9K +70 +9%
CCIA
1871
Campbell & Co Investment Adviser
Maryland
$336K +$310K +873 New
CC
1872
Capital Counsel
New York
$335K -$11K -31 -3%
TFA
1873
Triad Financial Advisors
North Carolina
$335K +$355 +1 +0.1%
HCM
1874
Hall Capital Management
Rhode Island
$334K -$642K -1,806 -68%
CCA
1875
Column Capital Advisors
Indiana
$334K +$2.84K +8 +0.9%