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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2176
Tortuga Wealth Management
California
$211K +$205K +602 New
KIG
2177
Kennedy Investment Group
New Jersey
$211K -$108K -319 -35%
OCM
2178
Osbon Capital Management
Massachusetts
$211K +$205K +602 New
HT
2179
Heritage Trust
Oklahoma
$210K -$90.1K -265 -31%
OFO
2180
OneAscent Family Office
Alabama
$210K -$57.1K -168 -22%
II
2181
Impact Investors
California
$210K -$47.3K -139 -19%
Cohen & Steers
2182
Cohen & Steers
New York
$210K – – –
CSI
2183
Cross Staff Investments
New York
$210K – – –
WA
2184
Whipplewood Advisors
Colorado
$210K +$1.36K +4 +0.7%
MW
2185
Marble Wealth
Alabama
$208K +$202K +595 New
CCP
2186
Cane Capital Partners
Louisiana
$208K +$202K +595 New
WB
2187
WesBanco Bank
West Virginia
$208K -$116K -342 -37%
PMFA
2188
Plante Moran Financial Advisors
Michigan
$208K +$35K +103 +21%
KPWG
2189
KFA Private Wealth Group
Virginia
$207K – – –
PWA
2190
Providence Wealth Advisors
Illinois
$207K – – –
GPWM
2191
Grant Private Wealth Management
California
$206K -$76.9K -226 -28%
PFM
2192
Phillips Financial Management
Indiana
$206K -$19.7K -58 -9%
AIM
2193
Advyzon Investment Management
Illinois
$206K +$200K +588 New
EHC
2194
Everett Harris & Co
California
$205K -$46.3K -136 -19%
FG
2195
Foster Group
Iowa
$205K +$200K +587 New
CPSC
2196
Carl P. Sherr & Co
Massachusetts
$205K – – –
DIP
2197
DT Investment Partners
Pennsylvania
$205K +$1.7K +5 +0.9%
MIG
2198
McGuire Investment Group
Rhode Island
$205K – – –
FIC
2199
Family Investment Center
Missouri
$205K +$199K +585 New
FFG
2200
Fiduciary Financial Group
California
$205K +$199K +585 New