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Kimco Realty
KIM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
501
Wiser Advisor Group
Arizona
$21.1K -$1.04K -43 -5%
CA
502
Continuum Advisory
Idaho
$20.9K – – –
BHWM
503
Beaird Harris Wealth Management
Texas
$19.3K +$20K +824 New
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$19K – – –
EB
505
Eastern Bank
Massachusetts
$18.5K – – –
BF
506
BOK Financial
Oklahoma
$17.5K +$2.57K +106 +15%
AIM
507
Arcadia Investment Management
Michigan
$17K – – –
CTC
508
Central Trust Company
Missouri
$16.4K – – –
C
509
Covestor
United Kingdom
$16K -$73 -3 -0.4%
BTI
510
Blue Trust Inc
Georgia
$15.2K -$137K -5,669 -90%
CAL
511
Capital Advisors Ltd
Ohio
$15K +$1.48K +61 +10%
DAM
512
Delta Asset Management
Tennessee
$14.8K – – –
AF
513
Advisornet Financial
Minnesota
$14.5K -$194 -8 -1%
CA
514
Clearstead Advisors
Ohio
$14.2K – – –
EWP
515
Elevation Wealth Partners
California
$14.1K – – –
QC
516
Quent Capital
New York
$14K +$14.5K +597 New
VHAM
517
Van Hulzen Asset Management
California
$13.3K +$13.7K +567 New
HRC
518
Hoertkorn Richard Charles
$13K – – –
CFO
519
CVA Family Office
Colorado
$12.5K – – –
GSWM
520
Golden State Wealth Management
California
$12K +$12.4K +513 New
SO
521
Sierra Ocean
California
$11.6K +$12K +497 New
WTC
522
WhitTier Trust Company
Nevada
$11.3K – – –
MFT
523
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
SWM
524
Spire Wealth Management
Virginia
$10.7K +$8.38K +346 +315%
SIS
525
Sound Income Strategies
Florida
$10.3K – – –
19 20
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