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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2826
Cohen & Steers
New York
$128K -$103K -954 -42%
FCMT
2827
Founders Capital Management (Texas)
Texas
$127K -$7.52K -70 -5%
CCMI
2828
Creative Capital Management Investments
California
$126K -$430 -4 -0.3%
KA
2829
Kozak & Associates
Colorado
$125K -$13.2K -123 -8%
CWM
2830
Compass Wealth Management
Connecticut
$121K +$107 +1 +0.1%
MCA
2831
Maryland Capital Advisors
Maryland
$120K – – –
BAM
2832
Bellevue Asset Management
Washington
$119K – – –
T
2833
Tidemark
California
$115K +$15.4K +143 +14%
AW
2834
Avion Wealth
Texas
$113K – – –
AWM
2835
AllSquare Wealth Management
New York
$111K +$21.7K +202 +22%
FNWM
2836
Financial Network Wealth Management
Utah
$109K +$119K +1,107 New
WF
2837
Wayfinding Financial
Washington
$109K +$119K +1,108 New
IWP
2838
IAG Wealth Partners
Wisconsin
$109K -$22K -205 -16%
GKIM
2839
GW&K Investment Management
Massachusetts
$108K +$537 +5 +0.5%
GCS
2840
Gordian Capital (Singapore)
Singapore
$108K +$8.49K +79 +8%
IWM
2841
Inlight Wealth Management
Georgia
$107K +$117K +1,085 New
HFS
2842
Hopwood Financial Services
Virginia
$107K -$266K -2,478 -70%
CIAS
2843
CBIZ Investment Advisory Services
Ohio
$104K +$15K +140 +15%
DFA
2844
DHJJ Financial Advisors
Illinois
$104K – – –
GG
2845
Gleason Group
Kentucky
$104K +$537 +5 +0.5%
RAM
2846
Riggs Asset Management
Pennsylvania
$104K – – –
CAM
2847
Chesapeake Asset Management
New York
$102K +$3.12K +29 +3%
BGAI
2848
Bruce G. Allen Investments
Colorado
$102K -$7.95K -74 -7%
DF
2849
Dunhill Financial
United Kingdom
$101K -$1.18K -11 -1%
TWD
2850
True Wealth Design
Ohio
$100K +$8.28K +77 +8%