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Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
2276
St. Denis J. Villere & Co
Louisiana
$305K – – –
FGAM
2277
Financial Gravity Asset Management
Texas
$304K -$14.7K -65 -11%
VV
2278
Verity & Verity
South Carolina
$304K – – –
MWM
2279
Madison Wealth Management
Ohio
$304K +$315K +1,391 New
ACWM
2280
Adams Chetwood Wealth Management
North Carolina
$304K +$316K +1,394 New
SAM
2281
Silphium Asset Management
United Kingdom
$302K – – –
LF
2282
Lee Financial
Texas
$301K -$44.2K -195 -12%
RTS
2283
Round Table Services
New Jersey
$300K -$25.1K -111 -7%
BWA
2284
Burt Wealth Advisors
Maryland
$297K -$45.5K -201 -13%
CWM
2285
Cranbrook Wealth Management
Michigan
$297K – – –
SFS
2286
Strategic Financial Services
New York
$296K -$20.4K -90 -6%
SCM
2287
Stonehearth Capital Management
Massachusetts
$295K – – –
AF
2288
AtlasMark Financial
Texas
$295K – – –
Cohen & Steers
2289
Cohen & Steers
New York
$294K +$103K +455 +51%
FAN
2290
Financial Advisors Network
California
$293K +$304K +1,344 New
SAG
2291
Spotlight Asset Group
Illinois
$293K +$330K +1,455 New
FFWA
2292
FRG Family Wealth Advisors
Washington
$292K – – –
FRA
2293
Front Row Advisors
California
$292K – – –
CSPIA
2294
Cary Street Partners Investment Advisory
Virginia
$292K +$302K +1,335 New
IWA
2295
Inspirion Wealth Advisors
Illinois
$291K – – –
CCA
2296
Conservest Capital Advisors
Pennsylvania
$291K +$453 +2 +0.2%
CFFP
2297
Center for Financial Planning
Michigan
$291K +$301K +1,331 New
Pacer Advisors
2298
Pacer Advisors
Pennsylvania
$290K -$26.4M -116,497 -99%
TFF
2299
The Family Firm
Maryland
$290K -$316K -1,396 -51%
MLFP
2300
MPS Loria Financial Planners
Illinois
$290K +$1.36K +6 +0.5%