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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1101
North Star Investment Management
Illinois
$163K
HWA
1102
Heritage Wealth Advisors
Virginia
$160K
AWA
1103
Arkadios Wealth Advisors
Georgia
$156K +$66.3K +332 +77%
KC
1104
Kepos Capital
New York
$156K +$156K +782 New
TWA
1105
TCI Wealth Advisors
Arizona
$152K
FP
1106
Financial Perspectives
Minnesota
$150K +$400 +2 +0.3%
SAM
1107
S.A. Mason
Michigan
$146K
BAMCO Inc
1108
BAMCO Inc
New York
$146K +$25.4K +127 +21%
Cohen & Steers
1109
Cohen & Steers
New York
$143K +$33.8K +169 +31%
CIA
1110
Cascade Investment Advisors
Oregon
$125K +$7.99K +40 +7%
LWANC
1111
Laurel Wealth Advisors (North Carolina)
North Carolina
$122K
MWC
1112
MBM Wealth Consultants
Missouri
$122K
BFC
1113
Bedel Financial Consulting
Indiana
$120K
KLWA
1114
Kelly Lawrence W & Associates
California
$120K
CA
1115
Clearstead Advisors
Ohio
$118K
CFA
1116
Carroll Financial Associates
North Carolina
$104K +$6.2K +31 +6%
PK
1117
Pflug Koory
Nebraska
$100K -$15K -75 -13%
EWM
1118
Edge Wealth Management
New York
$100K
OC
1119
Oakworth Capital
Alabama
$97K -$3.2K -16 -3%
MHR
1120
Matthew Hamilton Rosenberg
$97K
Group One Trading
1121
Group One Trading
Illinois
$96K +$96.3K +482 New
GEA
1122
Glen Eagle Advisors
New Jersey
$95.1K
LTI
1123
Laffer Tengler Investments
Tennessee
$94.1K +$94.1K +471 New
CI
1124
CX Institutional
Indiana
$92K +$27.4K +137 +42%
TSW
1125
Thompson Siegel & Walmsley
Virginia
$90K