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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
2551
MPS Loria Financial Planners
Illinois
$162K +$443 +6 +0.3%
Cohen & Steers
2552
Cohen & Steers
New York
$161K -$8.04K -109 -5%
BFG
2553
Baron Financial Group
New Jersey
$159K +$23.2K +314 +17%
MHR
2554
Matthew Hamilton Rosenberg
$159K +$8.63K +117 +6%
CAL
2555
Capital Advisors Ltd
Ohio
$158K
SIA
2556
Sit Investment Associates
Minnesota
$156K -$9.21M -124,802 -98%
CWM
2557
Cranbrook Wealth Management
Michigan
$156K +$13.5K +183 +9%
PA
2558
Perennial Advisors
New York
$148K
NIM
2559
NuWave Investment Management
New Jersey
$145K +$71.9K +975 +98%
AL
2560
ADE LLC
Maryland
$144K -$49.9K -676 -26%
CIA
2561
Cascade Investment Advisors
Oregon
$139K +$959 +13 +0.7%
VCM
2562
Versant Capital Management
Arizona
$137K +$221 +3 +0.2%
FWM
2563
Filbrandt Wealth Management
Wisconsin
$134K +$4.06K +55 +3%
PI
2564
PEAK6 Investments
Illinois
$132K +$132K +1,791 New
LWA
2565
Lenox Wealth Advisors
New York
$131K -$36.4K -494 -22%
CAGAS
2566
Capital Advisory Group Advisory Services
Minnesota
$131K +$61K +827 +87%
SWG
2567
Summit Wealth Group
Vermont
$131K +$132K +1,786 New
WFA
2568
West Financial Advisors
Iowa
$122K
CA
2569
Centerpoint Advisors
Massachusetts
$121K
FP
2570
Financial Perspectives
Minnesota
$120K -$499K -6,759 -81%
AIM
2571
Arcadia Investment Management
Michigan
$116K
SLF
2572
Sun Life Financial
Ontario, Canada
$116K +$369 +5 +0.3%
GGHC
2573
Gilder Gagnon Howe & Co
New York
$112K +$112K +1,525 New
LB
2574
Legacy Bridge
Iowa
$111K
NFSG
2575
Newbridge Financial Services Group
Florida
$110K +$21.1K +286 +24%