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Name Holding Trade Value Shares
Change
Change in
Stake
SL
2151
Summitry LLC
California
$491K -$109K -491 -18%
FMN
2152
Financial Management Network
California
$488K +$21.4K +96 +5%
SSC
2153
Syverson Strege & Co
Iowa
$488K +$63K +283 +15%
WPP
2154
Whalerock Point Partners
Rhode Island
$488K +$56.1K +252 +13%
AWM
2155
AllSquare Wealth Management
New York
$486K
Cohen & Steers
2156
Cohen & Steers
New York
$485K +$27.4K +123 +6%
LBC
2157
Leigh Baldwin & Co
New York
$485K +$491K +2,205 New
CWA
2158
Cura Wealth Advisors
Illinois
$484K +$490K +2,201 New
BCM
2159
Buckhead Capital Management
Georgia
$484K -$5.57K -25 -1%
GWAM
2160
Guardian Wealth Advisors (Minnesota)
Minnesota
$483K -$17.6K -79 -3%
QPWM
2161
Quadrant Private Wealth Management
Pennsylvania
$483K -$88.6K -398 -15%
AIM
2162
Acropolis Investment Management
Missouri
$482K +$7.57K +34 +2%
DIP
2163
Davis Investment Partners
North Carolina
$481K +$2.67K +12 +0.6%
C
2164
Certuity
Florida
$481K +$44.3K +199 +10%
SFP
2165
Sterling Financial Planning
New Jersey
$480K +$4.01K +18 +0.8%
NA
2166
Novus Advisors
South Carolina
$480K +$486K +2,183 New
GPWM
2167
Grant Private Wealth Management
California
$479K +$486K +2,180 New
HP
2168
Holistic Planning
Texas
$479K +$21.8K +98 +5%
CCA
2169
Childress Capital Advisors
Texas
$479K +$3.56K +16 +0.7%
PWA
2170
Phoenix Wealth Advisors
North Carolina
$478K +$43.4K +195 +10%
ACP
2171
Aveo Capital Partners
Colorado
$478K -$7.57K -34 -2%
FHC
2172
First Heartland Consultants
Missouri
$478K -$2K -9 -0.4%
AFT
2173
Alpha Family Trust
California
$476K
BWM
2174
Birchcreek Wealth Management
Ohio
$475K +$142K +639 +42%
FFG
2175
Fiduciary Financial Group
California
$475K -$7.13K -32 -1%