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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1251
Cohen & Steers
New York
$127K
LWP
1252
Lumature Wealth Partners
Georgia
$126K +$21.2K +398 +20%
EIM
1253
Essex Investment Management
Massachusetts
$126K -$1.01K -19 -0.8%
C
1254
Covestor
United Kingdom
$124K -$30.5K -573 -20%
NECFA
1255
New England Capital Financial Advisors
Connecticut
$122K +$372 +7 +0.3%
HDIM
1256
Hanson & Doremus Investment Management
Vermont
$121K
PMFA
1257
Plante Moran Financial Advisors
Michigan
$121K +$6.11K +115 +5%
CTA
1258
Colonial Trust Advisors
South Carolina
$119K -$21.3K -400 -15%
ICM
1259
Islay Capital Management
Texas
$115K
HIA
1260
Harbor Investment Advisory
Maryland
$115K -$3.56K -67 -3%
DMBA
1261
Deseret Mutual Benefit Administrators
Utah
$114K +$17K +319 +17%
HFM
1262
Harvest Fund Management
China
$114K
AI
1263
AXS Investments
New York
$107K -$3.51K -66 -3%
WAS
1264
Winch Advisory Services
Wisconsin
$107K +$1.28K +24 +1%
AA
1265
Alta Advisers
United Kingdom
$107K
KC
1266
Kenfarb & Co
Kentucky
$107K
PG
1267
Proffitt & Goodson
Tennessee
$106K
CI Investments Inc
1268
CI Investments Inc
Ontario, Canada
$105K +$5.58K +105 +6%
WWP
1269
WR Wealth Planners
Missouri
$104K -$3.93K -74 -4%
CAS
1270
Coppell Advisory Solutions
Texas
$98.7K +$98.5K +1,853 New
CWM
1271
Compass Wealth Management
Connecticut
$98.4K +$15.9K +300 +19%
MCM
1272
McMillion Capital Management
North Carolina
$96.3K +$96.1K +1,808 New
TIM
1273
Thompson Investment Management
Wisconsin
$95.8K
CWAF
1274
Core Wealth Advisors (Florida)
Florida
$93.6K +$6.91K +130 +8%
CT
1275
Colonial Trust
South Carolina
$93.4K +$16K +301 +21%