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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1226
ArchPoint Investors
Florida
$81K – – –
AIC
1227
Ayalon Insurance Company
Israel
$78K +$102K +484 New
RFM
1228
Royal Fund Management
Florida
$77K – – –
NS
1229
NewDay Solutions
New Hampshire
$77K +$102K +480 New
LB
1230
Legacy Bridge
Iowa
$76K +$99.4K +470 New
VAIA
1231
Virtus Alternative Investment Advisers
Connecticut
$75K +$1.48K +7 +2%
GWMIA
1232
Global Wealth Management Investment Advisory
Florida
$75K +$97.7K +462 New
DWA
1233
Dougherty Wealth Advisers
Minnesota
$74K +$86.1K +407 New
Rockefeller Capital Management
1234
Rockefeller Capital Management
New York
$73K +$24.5K +116 +34%
PK
1235
Pflug Koory
Nebraska
$72K – – –
NSIM
1236
North Star Investment Management
Illinois
$71K +$47.2K +223 +102%
LFA
1237
Legacy Financial Advisors
Kentucky
$68K +$13.3K +63 +18%
Cohen & Steers
1238
Cohen & Steers
New York
$66K -$19.7M -92,937 -100%
WEC
1239
Winslow Evans & Crocker
Massachusetts
$66K -$63.5K -300 -43%
CFA
1240
Carroll Financial Associates
North Carolina
$65K -$50.8K -240 -38%
MWM
1241
Mascoma Wealth Management
New Hampshire
$65K -$10.6K -50 -11%
NFG
1242
Next Financial Group
Texas
$64K +$48.6K +230 +135%
YWP
1243
YorkBridge Wealth Partners
New York
$63K -$4.23K -20 -5%
DSC
1244
Duncker Streett & Co
Missouri
$62K +$212 +1 +0.3%
BC
1245
Barnett & Company
Tennessee
$60K -$47.6K -225 -38%
AWM
1246
AllSquare Wealth Management
New York
$60K – – –
IDBONY
1247
Israel Discount Bank of New York
New York
$58K +$74K +350 +3,500%
SWA
1248
Sutton Wealth Advisors
Florida
$56.9K – – –
FC
1249
Ferris Capital
Massachusetts
$55K -$3.38K -16 -4%
FTI
1250
Fiduciary Trust International
Massachusetts
$55K +$71.5K +338 New