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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1751
Invenio Wealth Partners
Florida
$377K +$399K +3,413 New
Cohen & Steers
1752
Cohen & Steers
New York
$376K
AA
1753
Alta Advisers
United Kingdom
$375K
WAM
1754
Wallington Asset Management
Indiana
$375K
FCA
1755
FLC Capital Advisors
California
$374K
CAG
1756
Csenge Advisory Group
Florida
$373K +$110K +941 +39%
AAS
1757
Ameritas Advisory Services
Nebraska
$373K -$709K -6,062 -63%
VC
1758
Veracity Capital
Georgia
$373K +$10.4K +89 +3%
SWM
1759
SeaCrest Wealth Management
New York
$372K -$55.8K -477 -12%
KBFS
1760
Kohmann Bosshard Financial Services
Ohio
$371K +$79.5K +680 +25%
CFG
1761
CKW Financial Group
Hawaii
$370K +$234 +2 +0.1%
LPT
1762
Legacy Private Trust
Wisconsin
$370K -$6.2K -53 -2%
BAM
1763
Bellevue Asset Management
Washington
$369K -$11.7K -100 -3%
SW
1764
StrongBox Wealth
Missouri
$369K +$39.8K +340 +11%
W
1765
Wealthquest
Ohio
$368K +$117 +1 +0%
PIA
1766
Perennial Investment Advisors
California
$367K +$15.9K +136 +4%
DC
1767
Diametric Capital
Massachusetts
$367K -$25.6K -219 -6%
CNWM
1768
Clay Northam Wealth Management
California
$365K -$234 -2 -0.1%
MKC
1769
M. Kraus & Co
Vermont
$363K
PB
1770
Pinnacle Bancorp
Nebraska
$362K -$5.85K -50 -2%
QFA
1771
Quantum Financial Advisors
California
$362K
LC
1772
Lavaca Capital
Texas
$360K -$147K -1,260 -28%
TBC
1773
Ted Buchan & Co
California
$359K
KFA
1774
Kapstone Financial Advisors
Ohio
$359K +$5.85K +50 +2%
RIG
1775
Renaissance Investment Group
Massachusetts
$358K -$20.8K -178 -5%