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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1051
Cohen & Steers
New York
$124K -$207K -5,532 -63%
CSP
1052
Cary Street Partners
Virginia
$124K -$15.3K -408 -11%
WT
1053
Washington Trust
Rhode Island
$122K -$150 -4 -0.1%
DJSG
1054
D.J. St. Germain
Massachusetts
$121K
CCA
1055
Catalyst Capital Advisors
New York
$115K +$78.3K +2,088 +235%
MMCM
1056
Murphy & Mullick Capital Management
New York
$114K
PWS
1057
Peterson Wealth Services
Utah
$112K +$675 +18 +0.6%
WF
1058
Wayfinding Financial
Washington
$111K +$107K +2,866 New
RCM
1059
Richardson Capital Management
Wisconsin
$109K +$105K +2,800 New
OP
1060
ORG Partners
Indiana
$108K -$27.6K -736 -24%
LI
1061
LRI Investments
Florida
$105K
TCOV
1062
Trust Company of Vermont
Vermont
$105K
UCB
1063
United Community Bank
South Carolina
$105K
RIL
1064
Rothschild Investment LLC
Illinois
$103K -$10.6K -282 -10%
KFI
1065
Key Financial Inc
Pennsylvania
$101K
IFS
1066
Intelligent Financial Strategies
Minnesota
$97.8K
1IA
1067
1620 Investment Advisors
Massachusetts
$96.2K
RA
1068
Rise Advisors
New York
$96.2K -$675 -18 -0.7%
CH
1069
Cromwell Holdings
Wyoming
$95.3K +$2.25K +60 +3%
PCFFS
1070
Pacific Center for Financial Services
California
$93.1K
MAFA
1071
MJT & Associates Financial Advisory
Minnesota
$93.1K +$90K +2,400 New
OWP
1072
ORG Wealth Partners
Texas
$90.3K -$314K -8,390 -78%
TPCW
1073
TD Private Client Wealth
New York
$87.2K -$19.2K -512 -19%
Federated Hermes
1074
Federated Hermes
Pennsylvania
$87.2K +$4.57K +122 +6%
VC
1075
Vestor Capital
Illinois
$87K -$300 -8 -0.4%