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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3426
Cohen & Steers
New York
$914K +$366K +2,140 +64%
FZCM
3427
Flynn Zito Capital Management
New York
$911K +$934K +5,460 New
CCG
3428
Chatham Capital Group
Georgia
$910K
EI
3429
EDMP Inc
Florida
$907K -$99.3K -580 -10%
IA
3430
IFG Advisors
Missouri
$907K -$13.7K -80 -1%
FNT
3431
First Nebraska Trust
Nebraska
$907K
WIA
3432
Westbourne Investment Advisors
Maryland
$900K +$17.1K +100 +2%
MCM
3433
Mattern Capital Management
Colorado
$900K +$51.3K +300 +6%
IVP
3434
Intrinsic Value Partners
Arizona
$900K +$924K +5,400 New
SAM
3435
Simplify Asset Management
Nevada
$897K +$431K +2,520 +88%
AWM
3436
Avaii Wealth Management
Wisconsin
$897K +$921K +5,380 New
GWA
3437
Geometric Wealth Advisors
District of Columbia
$894K +$917K +5,360 New
CS
3438
Cannell & Spears
New York
$890K -$3.03M -17,700 -77%
SMF
3439
Sterling Manor Financial
New York
$890K +$349K +2,040 +62%
MA
3440
Mosaic Advisors
Texas
$887K +$339K +1,980 +59%
CSWM
3441
Cassady Schiller Wealth Management
Ohio
$887K +$911K +5,320 New
PFP
3442
Paragon Financial Partners
California
$884K +$907K +5,300 New
RWG
3443
Ratio Wealth Group
Colorado
$880K
CAM
3444
CenterStar Asset Management
Illinois
$880K
OWM
3445
Orgel Wealth Management
Wisconsin
$880K +$274K +1,600 +43%
FMP
3446
Financial Management Professionals
Texas
$874K -$30.8K -180 -3%
MAA
3447
Matrix Asset Advisors
New York
$874K +$34.2K +200 +4%
MA
3448
MBA Advisors
Pennsylvania
$874K +$414K +2,420 +86%
PSC
3449
Prentiss Smith & Co
Vermont
$870K +$30.8K +180 +4%
BMA
3450
Brooks Moore & Associates
Tennessee
$867K -$24K -140 -3%