Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1251
Cohen & Steers
New York
$120K – – –
CG
1252
Cutler Group
California
$119K +$116K +2,374 New
FMB
1253
Field & Main Bank
Kentucky
$119K -$35.2K -720 -23%
AI
1254
AXS Investments
New York
$118K +$114K +2,343 New
PMFA
1255
Plante Moran Financial Advisors
Michigan
$116K +$63.8K +1,305 +130%
AWM
1256
Avior Wealth Management
Nebraska
$115K -$19.1K -392 -15%
HIA
1257
Harbor Investment Advisory
Maryland
$112K -$2.54K -52 -2%
ZB
1258
Zions Bancorporation
Utah
$108K -$12.9K -265 -11%
HFM
1259
Harvest Fund Management
China
$107K +$11.4K +234 +12%
Bank Julius Baer & Co
1260
Bank Julius Baer & Co
Switzerland
$104K +$1.17K +24 +1%
CI Investments Inc
1261
CI Investments Inc
Ontario, Canada
$102K +$51.4K +1,053 +108%
AA
1262
Alta Advisers
United Kingdom
$101K – – –
KC
1263
Kenfarb & Co
Kentucky
$101K – – –
PG
1264
Proffitt & Goodson
Tennessee
$100K -$18.4K -376 -16%
AA
1265
AlphaCentric Advisors
Puerto Rico
$99.8K +$4.64K +95 +5%
WAS
1266
Winch Advisory Services
Wisconsin
$99K +$21.8K +446 +30%
WWP
1267
WR Wealth Planners
Missouri
$96.3K +$1.22K +25 +1%
LWP
1268
Lumature Wealth Partners
Georgia
$94.8K +$65.4K +1,339 +247%
SWM
1269
Sugarloaf Wealth Management
Georgia
$92.9K -$12K -245 -12%
CA
1270
Crewe Advisors
Utah
$92.4K +$733 +15 +0.8%
DMBA
1271
Deseret Mutual Benefit Administrators
Utah
$90.8K -$70.7K -1,448 -45%
MA
1272
MCF Advisors
Kentucky
$89.3K +$147 +3 +0.2%
SC
1273
Stephens Consulting
Michigan
$88.3K -$18.2K -372 -18%
SSC
1274
Syverson Strege & Co
Iowa
$87K +$293 +6 +0.3%
CAS
1275
Coppell Advisory Solutions
Texas
$86.9K +$84.3K +1,725 New