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Name Holding Trade Value Shares
Change
Change in
Stake
SDH
3076
Sloy Dahl & Holst
Washington
$483K -$5.07K -14 -1%
TCOK
3077
Trust Company of Kansas
Kansas
$483K – – –
RCWM
3078
Royal Capital Wealth Management
Indiana
$482K +$1.09K +3 +0.2%
CNBOF
3079
City National Bank of Florida
Florida
$482K -$22.8K -63 -5%
KWM
3080
Kaydan Wealth Management
Michigan
$481K -$13K -36 -3%
TA
3081
Tectonic Advisors
Texas
$481K -$6.15K -17 -1%
BWA
3082
Burt Wealth Advisors
Maryland
$481K – – –
D
3083
Dentgroup
Louisiana
$480K -$5.79K -16 -1%
WA
3084
Waterford Advisors
New York
$480K +$307K +849 +65%
AT
3085
Avalon Trust
New Mexico
$479K -$25K -69 -5%
CIS
3086
Connors Investor Services
Pennsylvania
$479K – – –
SWM
3087
Sterling Wealth Management
Illinois
$478K +$472K +1,305 New
Cohen & Steers
3088
Cohen & Steers
New York
$477K +$109K +300 +30%
PIA
3089
Prakash Investment Advisors
Massachusetts
$476K – – –
BP
3090
Broadleaf Partners
Ohio
$476K -$43.8K -121 -9%
TA
3091
TPG Advisors
Illinois
$476K +$362 +1 +0.1%
CCA
3092
Conservest Capital Advisors
Pennsylvania
$476K +$13.8K +38 +3%
CVM
3093
Cheviot Value Management
California
$475K – – –
SCA
3094
Southern Capital Advisors
Tennessee
$474K +$724 +2 +0.2%
PGWM
3095
Pitti Group Wealth Management
New York
$474K – – –
CP
3096
Creekside Partners
California
$472K -$49.6K -137 -10%
SIC
3097
SJS Investment Consulting
Ohio
$472K -$5.79K -16 -1%
GSF
3098
Grove Street Fiduciary
New Hampshire
$472K -$24.2K -67 -5%
WAG
3099
Wallace Advisory Group
California
$472K +$724 +2 +0.2%
SCM
3100
Saxony Capital Management
Missouri
$471K +$27.1K +75 +6%