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Name Holding Trade Value Shares
Change
Change in
Stake
SCFS
3126
Stewardship Concepts Financial Services
Washington
$448K -$15.8K -85 -3%
Cohen & Steers
3127
Cohen & Steers
New York
$448K -$1.34M -7,184 -73%
NWM
3128
Nolet Wealth Management
Texas
$448K +$34.1K +183 +7%
KFAS
3129
Keating Financial Advisory Services
Kansas
$448K +$86.5K +465 +21%
RCM
3130
Rockbridge Capital Management
Virginia
$447K – – –
BSG
3131
Black Swift Group
Colorado
$447K +$93.1K +500 +23%
PCS
3132
Private Client Services
Kentucky
$446K -$30.9K -166 -6%
AAIM
3133
Asset Advisors Investment Management
Georgia
$446K – – –
TFM
3134
TFC Financial Management
Massachusetts
$446K +$32.6K +175 +7%
PCM
3135
Princeton Capital Management
New Jersey
$446K +$112K +600 +29%
BF
3136
Brogan Financial
Tennessee
$446K +$931 +5 +0.2%
HAS
3137
Holland Advisory Services
Florida
$446K +$11.5K +62 +2%
PFA
3138
Pettinga Financial Advisors
Indiana
$445K -$18.4K -99 -4%
CF
3139
Carlson Financial
Oregon
$444K +$2.42K +13 +0.5%
LC
3140
Lavaca Capital
Texas
$444K -$722K -3,877 -59%
SC
3141
Sykon Capital
New York
$444K +$1.12K +6 +0.2%
HIW
3142
Holos Integrated Wealth
Pennsylvania
$444K -$33.9K -182 -7%
BWM
3143
BCGM Wealth Management
Indiana
$443K +$27.7K +149 +6%
WAC
3144
William Allan Corp
Colorado
$443K +$2.23K +12 +0.5%
MCM
3145
MV Capital Management
Maryland
$441K -$12.3K -66 -2%
BFA
3146
Beacon Financial Advisory
Ohio
$441K -$1.19M -6,409 -71%
3F
3147
360 Financial
Minnesota
$441K -$1.12K -6 -0.2%
SFC
3148
Strategic Financial Concepts
Texas
$440K -$371K -1,994 -43%
HIM
3149
Hanlon Investment Management
New Jersey
$440K +$74.5K +400 +18%
DAM
3150
Deltec Asset Management
New York
$439K – – –