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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1051
Spirit of America Management Corp
New York
$164K -$93.3K -2,000 -33%
PPC
1052
Park Place Capital
Alabama
$162K -$105K -2,257 -36%
AIM
1053
Anchor Investment Management
South Carolina
$161K -$4.39K -94 -2%
Evelyn Partners Investment Management
1054
Evelyn Partners Investment Management
$157K +$183K +3,921 New
TFM
1055
TFC Financial Management
Massachusetts
$156K -$187 -4 -0.1%
NCM
1056
Northwest Capital Management
Oregon
$154K -$3.08K -66 -2%
WAS
1057
Winch Advisory Services
Wisconsin
$153K -$2.71K -58 -1%
EverSource Wealth Advisors
1058
EverSource Wealth Advisors
Alabama
$151K +$48.7K +1,044 +39%
Bank Julius Baer & Co
1059
Bank Julius Baer & Co
Switzerland
$150K +$10.9K +234 +7%
CFD
1060
Creative Financial Designs
Indiana
$147K +$15.1K +324 +10%
CT
1061
Caldwell Trust
Florida
$145K -$1.54K -33 -0.9%
RA
1062
Rise Advisors
New York
$144K -$53.8K -1,154 -24%
AG
1063
AmeriFlex Group
Nevada
$141K +$169K +3,616 New
LI
1064
LRI Investments
Florida
$141K -$23.3K -500 -12%
LJHT
1065
Laurie J. Hall Trustee
$141K – – –
Cohen & Steers
1066
Cohen & Steers
New York
$140K +$8.21K +176 +5%
OA
1067
Operose Advisors
Wisconsin
$139K -$227K -4,872 -59%
RTC
1068
Riverview Trust Company
Washington
$136K -$14.8K -318 -9%
HC
1069
Hara Capital
Washington
$134K – – –
HIW
1070
Holos Integrated Wealth
Pennsylvania
$131K +$153K +3,273 New
MSWM
1071
Mowery & Schoenfeld Wealth Management
Illinois
$129K -$1.35K -29 -0.9%
First Command Advisory Services
1072
First Command Advisory Services
Texas
$125K -$2.19K -47 -1%
CNBTD
1073
Citizens National Bank Trust Department
Mississippi
$123K -$8.16K -175 -5%
SI
1074
Sava Infond
Slovenia
$120K +$140K +3,000 New
CA
1075
Continuum Advisory
Idaho
$120K -$513 -11 -0.4%