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Cohen & Steers

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$106K
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.7K +$341 +4 +0.4%
GI
203
GAMMA Investing
California
$79.6K +$22.4K +263 +36%
AF
204
Advisornet Financial
Minnesota
$66.2K
FHA
205
First Horizon Advisors
Tennessee
$62.6K +$3.41K +40 +5%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$54K +$5.71K +67 +11%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$52.5K +$28.2K +330 +102%
S
208
SignatureFD
Georgia
$49.2K -$4.18K -49 -7%
CCM
209
Coldstream Capital Management
Washington
$48.2K +$51.2K +600 New
TRCT
210
Tower Research Capital (TRC)
New York
$43.3K +$28.7K +337 +166%
CSB
211
City State Bank
Iowa
$38.5K
AssetMark Inc
212
AssetMark Inc
California
$38.3K -$4.61K -54 -10%
PS
213
Principal Securities
Iowa
$37.3K
GWM
214
Geneos Wealth Management
Colorado
$30.7K +$25.3K +297 +345%
CIAS
215
CBIZ Investment Advisory Services
Ohio
$28.8K -$171 -2 -0.6%
VanEck Associates
216
VanEck Associates
New York
$28K +$29.8K +349 New
WIM
217
Westside Investment Management
California
$26.9K
CIAM
218
Caitong International Asset Management
Hong Kong
$25.4K +$27K +317 New
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$25K
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1K +$341 +4 +1%
MA
221
MCF Advisors
Kentucky
$22.5K -$597 -7 -2%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$21.4K +$23.3K +273 New
CA
223
Centerpoint Advisors
Massachusetts
$19K -$4.01K -47 -16%
DWS
224
Dynamic Wealth Strategies
California
$18.9K +$20K +235 New
RWS
225
Retirement Wealth Solutions
Wisconsin
$16.1K +$85 +1 +0.5%