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