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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1101
Contravisory Investment Management
Massachusetts
$150K – – –
FP
1102
Financial Perspectives
Minnesota
$149K +$194 +1 +0.1%
SAM
1103
S.A. Mason
Michigan
$145K – – –
MWC
1104
MBM Wealth Consultants
Missouri
$122K – – –
LWANC
1105
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K -$7.55K -39 -6%
BAMCO Inc
1106
BAMCO Inc
New York
$120K +$117K +605 New
BFC
1107
Bedel Financial Consulting
Indiana
$119K – – –
KLWA
1108
Kelly Lawrence W & Associates
California
$119K – – –
CA
1109
Clearstead Advisors
Ohio
$117K – – –
CIA
1110
Cascade Investment Advisors
Oregon
$116K +$35.8K +185 +46%
PK
1111
Pflug Koory
Nebraska
$114K – – –
BL
1112
Balentine LLC
Georgia
$109K -$63.9K -330 -38%
Cohen & Steers
1113
Cohen & Steers
New York
$109K -$5.23K -27 -5%
MA
1114
Modus Advisors
Minnesota
$106K +$103K +534 New
1W
1115
1776 Wealth
Georgia
$105K -$19.4K -100 -16%
OC
1116
Oakworth Capital
Alabama
$100K +$3.1K +16 +3%
CI Investments Inc
1117
CI Investments Inc
Ontario, Canada
$99K -$1.44M -7,440 -94%
EWM
1118
Edge Wealth Management
New York
$99K – – –
CFA
1119
Carroll Financial Associates
North Carolina
$98K – – –
MHR
1120
Matthew Hamilton Rosenberg
$97K +$16.8K +87 +22%
PWP
1121
Principle Wealth Partners
Connecticut
$95K +$92K +475 New
GEA
1122
Glen Eagle Advisors
New Jersey
$94.7K +$28.1K +145 +44%
BSAM
1123
Blue Square Asset Management
New York
$90K +$87.5K +452 New
TSW
1124
Thompson Siegel & Walmsley
Virginia
$89K – – –
AWA
1125
Arkadios Wealth Advisors
Georgia
$88.4K +$36K +186 +75%