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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3126
Cohen & Steers
New York
$303K
RWRC
3127
R.W. Roge & Company
New York
$303K
MWA
3128
Motive Wealth Advisors
Michigan
$302K +$1.57K +20 +0.5%
LWA
3129
Lantern Wealth Advisors
New York
$302K -$98.8K -1,262 -24%
PCA
3130
Prosperity Capital Advisors
Ohio
$302K -$205K -2,622 -40%
OFG
3131
Oxford Financial Group
Indiana
$301K -$53.6K -685 -15%
KWA
3132
Kellett Wealth Advisors
Ohio
$301K -$5.01K -64 -2%
PWS
3133
Peterson Wealth Services
Utah
$300K +$45K +575 +17%
CNWM
3134
Clay Northam Wealth Management
California
$300K +$1.88K +24 +0.6%
SLP
3135
Storen Legacy Partners
Indiana
$300K -$235 -3 -0.1%
TW
3136
Traveka Wealth
California
$300K +$51.4K +657 +20%
LC
3137
Lincoln Capital
Nebraska
$299K
KCM
3138
Key Capital Management
Tennessee
$299K +$33.1K +423 +12%
GWWM
3139
Great Waters Wealth Management
Minnesota
$298K
CWMGP
3140
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$298K +$1.49K +19 +0.5%
JF
3141
JSF Financial
California
$297K +$7.51K +96 +3%
RWM
3142
Reston Wealth Management
Virginia
$297K -$705 -9 -0.2%
CFD
3143
Creative Financial Designs
Indiana
$297K +$61.7K +788 +26%
TCMP
3144
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K -$26.1K -334 -8%
BRG
3145
Bay Rivers Group
Virginia
$296K +$3.91K +50 +1%
GGI
3146
Godsey & Gibb Inc
Virginia
$295K -$3.52K -45 -1%
S
3147
Sunpointe
Missouri
$295K +$38.8K +496 +15%
WJA
3148
Willis Johnson & Associates
Texas
$295K +$11.4K +146 +4%
MUMSS
3149
Mitsubishi UFJ Morgan Stanley Securities
Japan
$295K -$360K -4,602 -55%
WAM
3150
Wolverine Asset Management
Illinois
$295K +$298K +3,804 New