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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
876
Cohen & Steers
New York
$438K – – –
WPC
877
Wedmont Private Capital
Pennsylvania
$432K +$45.5K +1,090 +14%
M
878
MOTCO
Texas
$431K -$22.1K -530 -6%
LJAC
879
L.J. Altfest & Co
New York
$427K -$836 -20 -0.2%
AR
880
Advisory Research
Illinois
$426K +$367K +8,790 New
MFS
881
Mirabella Financial Services
United Kingdom
$425K +$366K +8,770 New
PCOC
882
Power Corp of Canada
Canada
$423K – – –
SM
883
STF Management
Texas
$421K -$284K -6,800 -44%
PCM
884
Prelude Capital Management
New York
$421K -$142K -3,410 -28%
HI
885
Horizon Investments
North Carolina
$421K +$42.6K +1,020 +13%
AA
886
ALPS Advisors
Colorado
$420K +$2.09K +50 +0.6%
OTL
887
Oak Thistle LLC
New York
$417K +$359K +8,600 New
GWS
888
Glassman Wealth Services
Virginia
$415K -$109K -2,600 -23%
IWC
889
Integrated Wealth Concepts
Massachusetts
$414K +$356K +8,530 New
KIC
890
Keating Investment Counselors
Florida
$412K -$125K -3,000 -26%
LFG
891
Larson Financial Group
Missouri
$412K +$280K +6,690 +372%
GA
892
Geller Advisors
New York
$410K +$142K +3,400 +67%
OR
893
Olympiad Research
Connecticut
$409K +$39.7K +950 +13%
FTWA
894
Fifth Third Wealth Advisors
Ohio
$409K +$352K +8,430 New
CW
895
CreativeOne Wealth
Kansas
$408K +$40.9K +980 +13%
CPRC
896
Consolidated Portfolio Review Corp
New York
$407K – – –
AAM
897
Auxier Asset Management
Oregon
$405K – – –
EWM
898
Evercore Wealth Management
New York
$402K – – –
PI
899
PFG Investments
New York
$399K +$3.34K +80 +1%
GIA
900
Gateway Investment Advisers
Ohio
$397K -$8.78K -210 -3%