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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1351
Cohen & Steers
New York
$129K
SWM
1352
Segment Wealth Management
Texas
$129K
TF
1353
Trek Financial
Arizona
$129K +$128K +10,224 New
PCA
1354
Prosperity Capital Advisors
Ohio
$129K -$16.7K -1,330 -12%
MWP
1355
Meridian Wealth Partners
Pennsylvania
$129K +$128K +10,207 New
IUHSA
1356
Itau Unibanco Holding S.A.
Brazil
$128K +$128K +10,183 New
KC
1357
Kingfisher Capital
North Carolina
$128K +$100 +8 +0.1%
CC
1358
Chicago Capital
Illinois
$128K +$127K +10,174 New
SQA
1359
Simon Quick Advisors
New Jersey
$128K +$127K +10,155 New
CB
1360
Cadence Bank
Mississippi
$128K -$3.51K -280 -3%
UAS
1361
United Asset Strategies
New York
$128K +$127K +10,144 New
AFA
1362
American Financial Advisors
Georgia
$127K +$127K +10,110 New
ARIS
1363
Advanced Research Investment Solutions
California
$127K
AWM
1364
Alterna Wealth Management
Texas
$127K -$50.6K -4,040 -29%
BCM
1365
Bourgeon Capital Management
Connecticut
$127K
EHC
1366
Everett Harris & Co
California
$127K
DWM
1367
Drive Wealth Management
Utah
$127K +$126K +10,088 New
CFG
1368
CKW Financial Group
Hawaii
$127K +$4.08K +326 +3%
LNWTC
1369
Laird Norton Wetherby Trust Company
Washington
$127K
RCA
1370
Resonant Capital Advisors
Wisconsin
$127K -$30.9K -2,465 -20%
HS
1371
Horan Securities
United States
$126K +$7.17K +573 +6%
TW
1372
Towerpoint Wealth
California
$126K
WF
1373
Wayfinding Financial
Washington
$126K +$125K +10,003 New
BC
1374
Barrett & Company
Rhode Island
$124K +$626 +50 +0.5%
DCM
1375
Dudley Capital Management
Virginia
$123K -$5.01K -400 -4%