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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1051
Cohen & Steers
New York
$288K -$5.72K -20 -2%
CWP
1052
Cyndeo Wealth Partners
Florida
$287K +$296K +1,037 New
AWM
1053
Angeles Wealth Management
California
$286K +$15.4K +54 +6%
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$286K +$14.3K +50 +5%
FCI
1055
Financial Counselors Inc
Kansas
$284K +$5.72K +20 +2%
BIC
1056
Beach Investment Counsel
Pennsylvania
$284K
SVWAG
1057
Sound View Wealth Advisors Group
Georgia
$282K +$286 +1 +0.1%
CSPIA
1058
Cary Street Partners Investment Advisory
Virginia
$282K +$18.3K +64 +7%
BCG
1059
Breakwater Capital Group
New Jersey
$281K
BBNB
1060
Baker Boyer National Bank
Washington
$281K -$419K -1,465 -59%
LOPW
1061
Live Oak Private Wealth
North Carolina
$280K
WE
1062
Wealth Effects
Massachusetts
$280K
FC
1063
Fulcrum Capital
Washington
$277K
HWA
1064
Heartwood Wealth Advisors
Virginia
$277K
NFC
1065
Northeast Financial Consultants
Connecticut
$277K -$574K -2,009 -67%
CIA
1066
Cladis Investment Advisory
Montana
$277K
GI
1067
GS Investments
Minnesota
$277K
NCM
1068
Neumann Capital Management
California
$277K +$42.9K +150 +18%
SM
1069
Sweeney & Michel
California
$277K
CB
1070
Chris Bulman
California
$276K +$285K +998 New
OR
1071
Olympiad Research
Connecticut
$273K +$282K +987 New
QCIG
1072
Quad-Cities Investment Group
Iowa
$273K +$286 +1 +0.1%
CFCI
1073
Comprehensive Financial Consultants Institutional
Indiana
$273K -$16K -56 -5%
CRI
1074
Colonial River Investments
Virginia
$273K -$10K -35 -3%
AWM
1075
Axxcess Wealth Management
California
$273K +$281K +985 New