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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2076
Foster Victor Wealth Advisors
South Carolina
$364K -$5.21K -30 -2%
VI
2077
Versor Investments
New York
$364K +$365K +2,103 New
PAM
2078
Peak Asset Management
Colorado
$363K -$12.2K -70 -3%
DPIM
2079
Duff & Phelps Investment Management
Illinois
$363K -$1.47M -8,440 -80%
Cohen & Steers
2080
Cohen & Steers
New York
$363K -$6.78K -39 -2%
EAM
2081
Evanson Asset Management
California
$363K +$869 +5 +0.2%
CWA
2082
Clarus Wealth Advisors
Arizona
$362K +$57K +328 +19%
SSC
2083
Syverson Strege & Co
Iowa
$362K +$1.04K +6 +0.3%
KFI
2084
Key Financial Inc
Pennsylvania
$361K – – –
CPL
2085
CAP Partners LLC
Tennessee
$361K +$13.2K +76 +4%
AWMG
2086
Alliance Wealth Management Group
New Jersey
$359K – – –
DWM
2087
Destination Wealth Management
California
$359K -$23.1K -133 -6%
MWM
2088
Marietta Wealth Management
Georgia
$359K – – –
SGI
2089
Summit Global Investments
Utah
$359K +$18.6K +107 +5%
MIM
2090
Moseley Investment Management
Florida
$356K +$7.99K +46 +2%
Fidelity International
2091
Fidelity International
Bermuda
$356K -$13.6K -78 -4%
CCC
2092
Chelsea Counsel Company
California
$355K – – –
O3W
2093
Omni 360 Wealth
New Jersey
$355K +$2.43K +14 +0.7%
KAS
2094
KPP Advisory Services
Kentucky
$354K – – –
MIA
2095
MeadowBrook Investment Advisors
Michigan
$354K -$40.8K -235 -10%
MGAM
2096
McGowan Group Asset Management
Texas
$354K – – –
MWM
2097
Mattern Wealth Management
Kansas
$353K -$8.69K -50 -2%
SC
2098
Saturna Capital
Washington
$353K +$355K +2,043 New
SRB
2099
Shotwell Rutter Baer
Michigan
$353K +$521 +3 +0.2%
SC
2100
Sepio Capital
Utah
$353K -$35.3K -203 -9%