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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1376
Cohen & Steers
New York
$120K – – –
WIA
1377
World Investment Advisors
California
$120K -$1.97K -153 -1%
FHB
1378
First Hawaiian Bank
Hawaii
$119K +$131K +10,229 New
SWM
1379
Segment Wealth Management
Texas
$119K -$8.67K -675 -6%
CWG
1380
Crown Wealth Group
North Carolina
$118K +$131K +10,189 New
TFA
1381
Teamwork Financial Advisors
Texas
$118K -$4.56K -355 -3%
TPCW
1382
TD Private Client Wealth
New York
$118K +$11.3K +882 +10%
DCM
1383
Dudley Capital Management
Virginia
$118K +$130K +10,151 New
KC
1384
Kingfisher Capital
North Carolina
$118K +$77 +6 +0.1%
CWM
1385
Congress Wealth Management
Massachusetts
$118K +$130K +10,110 New
ARIS
1386
Advanced Research Investment Solutions
California
$118K – – –
BCM
1387
Bourgeon Capital Management
Connecticut
$117K +$1.28K +100 +1%
RWG
1388
Regal Wealth Group
California
$117K +$385 +30 +0.3%
EHC
1389
Everett Harris & Co
California
$117K – – –
LNWTC
1390
Laird Norton Wetherby Trust Company
Washington
$117K +$129K +10,060 New
AC
1391
AlphaCore Capital
California
$117K +$129K +10,048 New
PTP
1392
Platform Technology Partners
New York
$117K +$129K +10,032 New
BWA
1393
Beam Wealth Advisors
Louisiana
$116K +$13 +1 +0%
TW
1394
Towerpoint Wealth
California
$116K +$128K +10,000 New
AF
1395
Arrow Financial
New York
$116K – – –
AMG
1396
Advisors Management Group
Wisconsin
$116K +$129K +10,014 New
CFG
1397
CKW Financial Group
Hawaii
$114K +$694 +54 +0.6%
BC
1398
Barrett & Company
Rhode Island
$114K – – –
GTCM
1399
Gyon Technologies Capital Management
New Jersey
$111K +$123K +9,587 New
KTC
1400
Kistler-Tiffany Companies
Pennsylvania
$111K +$1.41K +110 +1%