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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1651
Cohen & Steers
New York
$177K +$4.87K +33 +3%
AWM
1652
Accel Wealth Management
Iowa
$175K – – –
COCM
1653
Charter Oak Capital Management
New Hampshire
$175K – – –
DAL
1654
Delta Accumulation LLC
California
$175K – – –
CAM
1655
CenterStar Asset Management
Illinois
$173K – – –
JFA
1656
JNBA Financial Advisors
Minnesota
$173K – – –
AC
1657
Avestar Capital
New York
$172K -$344K -2,332 -65%
CI Investments Inc
1658
CI Investments Inc
Ontario, Canada
$170K +$5.75K +39 +3%
FCA
1659
FinTrust Capital Advisors
South Carolina
$169K -$23.9K -162 -13%
HWA
1660
Heritage Wealth Advisors
Virginia
$168K -$29.5K -200 -14%
CFFP
1661
Center for Financial Planning
Michigan
$167K – – –
TCWM
1662
Total Clarity Wealth Management
Illinois
$166K +$11.8K +80 +7%
GEA
1663
Glen Eagle Advisors
New Jersey
$164K +$2.95K +20 +2%
JPLA
1664
Joseph P. Lucia & Associates
New York
$160K -$26.1K -177 -13%
PWC
1665
PYA Waltman Capital
Tennessee
$157K – – –
HWA
1666
HHM Wealth Advisors
Tennessee
$156K +$7.52K +51 +5%
SIC
1667
Salem Investment Counselors
North Carolina
$156K +$8.26K +56 +5%
GCS
1668
Gordian Capital (Singapore)
Singapore
$151K +$137K +931 +548%
ODG
1669
O'Dell Group
Ohio
$146K – – –
MFC
1670
Mechanics Financial Corp
Ohio
$144K – – –
TSW
1671
Thompson Siegel & Walmsley
Virginia
$142K -$102K -693 -40%
AIC
1672
Archer Investment Corporation
Indiana
$141K – – –
EBA
1673
Eagle Bay Advisors
New York
$141K +$150K +1,019 +9,264%
JWM
1674
Janiczek Wealth Management
Colorado
$139K – – –
MW
1675
Milestone Wealth
New York
$137K -$55.3K -375 -27%