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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2776
Cohen & Steers
New York
$305K
HCM
2777
Huber Capital Management
California
$305K
PFA
2778
Plotkin Financial Advisors
Maryland
$305K +$14.4K +81 +5%
NQWM
2779
Northwest Quadrant Wealth Management
Oregon
$304K
SA
2780
Shilanski & Associates
Alaska
$304K +$356 +2 +0.1%
EE
2781
EWG Elevate
California
$304K +$3.03K +17 +1%
VFIC
2782
Valley Forge Investment Consultants
Pennsylvania
$304K +$26.7K +150 +9%
FCIM
2783
Fairview Capital Investment Management
California
$303K +$9.27K +52 +3%
EFL
2784
ERn Financial LLC
Wisconsin
$303K +$52.8K +296 +20%
SIS
2785
Sound Income Strategies
Florida
$302K +$713 +4 +0.2%
SFG
2786
Sather Financial Group
Texas
$301K +$317K +1,778 New
JF
2787
Jump Financial
Illinois
$299K -$1.56M -8,748 -83%
BFG
2788
Berger Financial Group
Minnesota
$298K -$23.7K -133 -7%
SMG
2789
Spectrum Management Group
Indiana
$298K +$188K +1,054 +148%
SHWM
2790
Smith & Howard Wealth Management
Georgia
$297K -$10.7K -60 -3%
OAM
2791
Occidental Asset Management
California
$297K
G
2792
GenTrust
Florida
$297K +$36.5K +205 +13%
1IA
2793
1834 Investment Advisors
Wisconsin
$296K -$14.4K -81 -4%
BB
2794
Bell Bank
North Dakota
$296K -$1.78K -10 -0.6%
NL
2795
NKCFO LLC
Illinois
$296K
CCM
2796
Chiron Capital Management
Florida
$296K +$891 +5 +0.3%
MWP
2797
Madison Wealth Partners
Wisconsin
$296K +$12.5K +70 +4%
FRM
2798
Fox Run Management
Connecticut
$296K +$312K +1,750 New
SG
2799
Strid Group
Pennsylvania
$294K +$3.56K +20 +1%
ST
2800
Somerset Trust
Pennsylvania
$293K +$72K +404 +30%