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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1176
Atlantic Edge Private Wealth Management
Florida
$163K
GWM
1177
Geneos Wealth Management
Colorado
$163K -$181K -45 -54%
PWA
1178
Provenance Wealth Advisors
Florida
$163K
CA
1179
Centerpoint Advisors
Massachusetts
$163K
PE
1180
Point72 Europe
United Kingdom
$157K +$148K +37 New
LWCFA
1181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K -$40.1K -10 -20%
Cohen & Steers
1182
Cohen & Steers
New York
$150K
OP
1183
ORG Partners
Indiana
$146K +$8.02K +2 +6%
HWM
1184
Hemington Wealth Management
Virginia
$141K +$16K +4 +14%
SSG
1185
Summit Securities Group
New York
$129K +$76.2K +19 +173%
WTC
1186
WhitTier Trust Company
Nevada
$126K
TCM
1187
TruNorth Capital Management
Michigan
$124K
RF
1188
Roxbury Financial
New Jersey
$120K
CAL
1189
Capital Analysts LLC
Pennsylvania
$120K -$64.2K -16 -36%
HIIFS
1190
Harel Insurance Investments & Financial Services
Israel
$120K
WIM
1191
Westside Investment Management
California
$119K +$32.1K +8 +40%
NEWAS
1192
N.E.W. Advisory Services
Wisconsin
$116K
TWD
1193
True Wealth Design
Ohio
$108K +$96.3K +24 +2,400%
APW
1194
Aventura Private Wealth
Florida
$107K
PWMA
1195
Pension & Wealth Management Advisors
Massachusetts
$102K -$8.02K -2 -8%
AGWCA
1196
Annis Gardner Whiting Capital Advisors
Florida
$98.7K -$4.01K -1 -4%
UOTTAIMCU
1197
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
FRA
1198
Front Row Advisors
California
$94.4K
AAG
1199
Armstrong Advisory Group
Massachusetts
$90.1K
SOW
1200
State of Wyoming
Wyoming
$90.1K