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