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Cohen & Steers
CNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
276
SJS Investment Consulting
Ohio
$2.44K +$1.2K +17 +113%
MAM
277
Marquette Asset Management
Minnesota
$2.36K – – –
FFO
278
Fortitude Family Office
Arizona
$2.36K +$283 +4 +15%
LFG
279
Larson Financial Group
Missouri
$1.98K +$849 +12 +86%
AG
280
AmeriFlex Group
Nevada
$1.98K +$1.84K +26 New
CFM
281
Cornerstone Financial Management
Massachusetts
$1.83K – – –
CA
282
CoreCap Advisors
Michigan
$1.68K +$1.56K +22 New
APFP
283
Action Point Financial Planning
Michigan
$1.6K +$1.56K +22 New
MCM
284
Manchester Capital Management
Vermont
$1.45K -$212 -3 -14%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$1.14K – – –
MB
286
MidFirst Bank
Oklahoma
$1.14K – – –
RWM
287
Rialto Wealth Management
New York
$1.07K +$212 +3 +27%
WETS
288
Wealth Enhancement Trust Services
South Dakota
$1.07K +$990 +14 New
SS
289
SBI Securities
Japan
$990 – – –
CCMI
290
Creative Capital Management Investments
California
$838 +$778 +11 New
CB
291
CNB Bank
Pennsylvania
$761 – – –
BHWM
292
Bay Harbor Wealth Management
Maryland
$761 +$71 +1 +11%
CIAM
293
Caitong International Asset Management
Hong Kong
$761 +$212 +3 +43%
PWA
294
Physician Wealth Advisors
Utah
$610 – – –
GWM
295
Gilpin Wealth Management
Colorado
$533 -$141 -2 -22%
HIA
296
HFM Investment Advisors
New Jersey
$533 +$354 +5 +250%
PMFA
297
Plante Moran Financial Advisors
Michigan
$533 +$495 +7 New
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$457 – – –
STB
299
S&T Bank
Pennsylvania
$457 +$141 +2 +50%
CFD
300
Creative Financial Designs
Indiana
$381 – – –
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