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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2151
Apriem Advisors
California
$492K +$180K +808 +57%
GD
2152
Grandfield & Dodd
New York
$491K – – –
SL
2153
Summitry LLC
California
$491K -$109K -491 -18%
FMN
2154
Financial Management Network
California
$488K +$21.4K +96 +5%
SSC
2155
Syverson Strege & Co
Iowa
$488K +$63K +283 +15%
WPP
2156
Whalerock Point Partners
Rhode Island
$488K +$56.1K +252 +13%
AWM
2157
AllSquare Wealth Management
New York
$486K – – –
Cohen & Steers
2158
Cohen & Steers
New York
$485K +$27.4K +123 +6%
LBC
2159
Leigh Baldwin & Co
New York
$485K +$491K +2,205 New
CWA
2160
Cura Wealth Advisors
Illinois
$484K +$490K +2,201 New
BCM
2161
Buckhead Capital Management
Georgia
$484K -$5.57K -25 -1%
GWAM
2162
Guardian Wealth Advisors (Minnesota)
Minnesota
$483K -$17.6K -79 -3%
QPWM
2163
Quadrant Private Wealth Management
Pennsylvania
$483K -$88.6K -398 -15%
AIM
2164
Acropolis Investment Management
Missouri
$482K +$7.57K +34 +2%
DIP
2165
Davis Investment Partners
North Carolina
$481K +$2.67K +12 +0.6%
C
2166
Certuity
Florida
$481K +$44.3K +199 +10%
SFP
2167
Sterling Financial Planning
New Jersey
$480K +$4.01K +18 +0.8%
NA
2168
Novus Advisors
South Carolina
$480K +$486K +2,183 New
GPWM
2169
Grant Private Wealth Management
California
$479K +$486K +2,180 New
HP
2170
Holistic Planning
Texas
$479K +$21.8K +98 +5%
CCA
2171
Childress Capital Advisors
Texas
$479K +$3.56K +16 +0.7%
PWA
2172
Phoenix Wealth Advisors
North Carolina
$478K +$43.4K +195 +10%
ACP
2173
Aveo Capital Partners
Colorado
$478K -$7.57K -34 -2%
FHC
2174
First Heartland Consultants
Missouri
$478K -$2K -9 -0.4%
AFT
2175
Alpha Family Trust
California
$476K – – –