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Kimco Realty
KIM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Clearstead Advisors
Ohio
$12.9K – – –
AF
502
Advisornet Financial
Minnesota
$12.8K -$306 -14 -2%
EWP
503
Elevation Wealth Partners
California
$12.7K – – –
CAL
504
Capital Advisors Ltd
Ohio
$12K -$1.44K -66 -10%
HRC
505
Hoertkorn Richard Charles
$11.7K – – –
CFO
506
CVA Family Office
Colorado
$11.4K – – –
GSWM
507
Golden State Wealth Management
California
$10.9K – – –
SO
508
Sierra Ocean
California
$10.6K – – –
MFT
509
Moisand Fitzgerald Tamayo
Florida
$9.75K – – –
SIS
510
Sound Income Strategies
Florida
$9.35K – – –
CT
511
Caldwell Trust
Florida
$9.35K +$9.61K +440 New
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$9.03K – – –
CI
513
CX Institutional
Indiana
$9K +$9.3K +426 New
FMP
514
Financial Management Professionals
Texas
$8.9K +$109 +5 +1%
NRWA
515
North Ridge Wealth Advisors
Oregon
$8.5K – – –
MSWA
516
Marshall & Sterling Wealth Advisors
New York
$8.03K +$8.25K +378 New
AW
517
Avion Wealth
Texas
$8K – – –
VCM
518
Versant Capital Management
Arizona
$7.33K +$1.03K +47 +16%
GKIM
519
GW&K Investment Management
Massachusetts
$7K – – –
HPC
520
HM Payson & Co
Maine
$6.71K – – –
TIM
521
Tortoise Investment Management
New York
$6.71K – – –
BCM
522
Blume Capital Management
California
$6.37K – – –
MAM
523
Meeder Asset Management
Ohio
$5.93K -$3.03K -139 -33%
LFG
524
Larson Financial Group
Missouri
$5.91K -$17.1K -783 -74%
GEA
525
Glen Eagle Advisors
New Jersey
$5.74K – – –
19 20
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