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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1401
Tripletail Wealth Management
Florida
$156K -$9.79K -85 -6%
Cohen & Steers
1402
Cohen & Steers
New York
$152K – – –
CAL
1403
Capital Analysts LLC
Pennsylvania
$152K +$115 +1 +0.1%
VWA
1404
VSM Wealth Advisory
Maryland
$149K – – –
OL
1405
OneFund LLC
Florida
$146K -$5.53K -48 -4%
DCM
1406
Davis Capital Management
Florida
$144K +$1.15K +10 +0.8%
CFG
1407
CKW Financial Group
Hawaii
$143K – – –
ZBNA
1408
Zions Bancorporation, National Association
Utah
$142K +$8.06K +70 +6%
FWA
1409
Flagship Wealth Advisors
Massachusetts
$141K – – –
QC
1410
Quent Capital
New York
$140K +$20.8K +181 +18%
SW
1411
StrongBox Wealth
Missouri
$140K +$137K +1,190 New
TFA
1412
Transamerica Financial Advisors
Florida
$135K -$889K -7,722 -87%
LWM
1413
Lodestone Wealth Management
Washington
$134K -$75.1K -652 -36%
JWM
1414
JPL Wealth Management
Colorado
$130K +$3.11K +27 +3%
WSCM
1415
Wellington Shields Capital Management
New York
$129K – – –
CSPIA
1416
Cary Street Partners Investment Advisory
Virginia
$128K +$26.2K +228 +26%
CFFP
1417
Center for Financial Planning
Michigan
$127K – – –
MCM
1418
Manchester Capital Management
Vermont
$127K +$25.9K +225 +26%
SWP
1419
Strategic Wealth Partners
Ohio
$127K -$691 -6 -0.6%
KA
1420
Kozak & Associates
Colorado
$125K +$2.07K +18 +2%
BSB
1421
Bangor Savings Bank
Maine
$123K -$345 -3 -0.3%
IBOK
1422
Independence Bank of Kentucky
Kentucky
$123K – – –
BCWM
1423
Bartlett & Co Wealth Management
Ohio
$122K +$2.19K +19 +2%
PMFA
1424
Plante Moran Financial Advisors
Michigan
$121K +$20.3K +176 +21%
WAU
1425
Wellington-Altus USA
Manitoba, Canada
$119K – – –