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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
901
Heron Bay Capital Management
Michigan
$208K -$335K -4,730 -63%
CWS
902
Cypress Wealth Services
California
$207K -$50.7K -715 -20%
PAMG
903
Patton Albertson Miller Group
Tennessee
$207K -$32.5K -458 -14%
EW
904
Evoke Wealth
California
$207K -$77.8K -1,098 -28%
FLPIM
905
F.L. Putnam Investment Management
Massachusetts
$207K +$197K +2,779 New
WHCI
906
W.H. Cornerstone Investments
Massachusetts
$206K +$196K +2,767 New
AWM
907
Angeles Wealth Management
California
$205K +$195K +2,755 New
BPWM
908
Badgley Phelps Wealth Managers
Washington
$205K +$195K +2,750 New
VEA
909
Virtus ETF Advisers
New York
$205K +$195K +2,750 New
PCP
910
Proficio Capital Partners
Massachusetts
$202K +$192K +2,709 New
A
911
Allianz
Germany
$201K
UCB
912
United Community Bank
South Carolina
$201K +$3.05K +43 +2%
SIA
913
Soltis Investment Advisors
Utah
$201K +$191K +2,699 New
CWMK
914
Caliber Wealth Management (Kansas)
Kansas
$201K +$191K +2,693 New
DWP
915
Daymark Wealth Partners
Ohio
$200K +$191K +2,692 New
SA
916
SRH Advisors
Kansas
$190K +$71 +1 +0%
MEG
917
Millstone Evans Group
Colorado
$187K
Cohen & Steers
918
Cohen & Steers
New York
$186K +$78K +1,100 +79%
TFA
919
Transamerica Financial Advisors
Florida
$178K -$8.36K -118 -5%
MCM
920
MV Capital Management
Maryland
$175K +$27.1K +383 +19%
CAL
921
Capital Analysts LLC
Pennsylvania
$172K +$71 +1 +0%
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K
SS
923
SBI Securities
Japan
$164K +$354 +5 +0.2%
RIL
924
Rothschild Investment LLC
Illinois
$160K +$4.54K +64 +3%
YP
925
YANKCOM Partnership
South Dakota
$159K