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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2226
Sugarloaf Wealth Management
Georgia
$76K +$36.2K +129 +76%
WIA
2227
Wealthstreet Investment Advisors
Texas
$74K
DWA
2228
Delos Wealth Advisors
Texas
$73K +$68K +242 +550%
Cohen & Steers
2229
Cohen & Steers
New York
$71K +$1.97K +7 +3%
SN
2230
Sittner & Nelson
Oregon
$71K +$14.3K +51 +22%
PCTC
2231
Perkins Coie Trust Company
Washington
$70K -$3.65K -13 -5%
IRC
2232
Investors Research Corp
Georgia
$69K +$562 +2 +0.7%
TI
2233
Truehand Inc
New Hampshire
$68K
HFM
2234
Hartford Financial Management
Connecticut
$66K -$1.69K -6 -2%
CT
2235
Clearstead Trust
Maine
$66K
TVWM
2236
Tower View Wealth Management
Wisconsin
$66K
TSWM
2237
Tyler-Stone Wealth Management
Ohio
$66K +$73.1K +260 New
SIS
2238
Sound Income Strategies
Florida
$65K -$562 -2 -0.8%
CWM
2239
Curi Wealth Management
North Carolina
$65K +$72.5K +258 New
EIP
2240
Ellis Investment Partners
Pennsylvania
$62K
DAM
2241
Delta Asset Management
Tennessee
$59K
CWA
2242
Clearview Wealth Advisors
Oregon
$57K -$4.21K -15 -6%
IAG
2243
Investmark Advisory Group
Connecticut
$56K +$62.7K +223 New
CAL
2244
Capital Advisors Ltd
Ohio
$54K +$31.2K +111 +111%
RA
2245
Rise Advisors
New York
$53.4K +$59K +210 New
VCM
2246
Vigilant Capital Management
Maine
$53K -$4.5K -16 -7%
AAP
2247
Arax Advisory Partners
Colorado
$52K -$22.5K -80 -28%
APC
2248
Aspire Private Capital
North Carolina
$51K
AHIA
2249
Andrew Hill Investment Advisors
Florida
$50K +$56.2K +200 New
TIM
2250
Tortoise Investment Management
New York
$45K