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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3351
Cohen & Steers
New York
$2.41M +$165K +1,200 +7%
SWM
3352
Shelton Wealth Management
Texas
$2.4M -$75.4K -547 -3%
RLH
3353
RD Lewis Holdings
Florida
$2.4M +$2.55M +18,477 New
ACM
3354
Ascent Capital Management
Oregon
$2.4M +$2.46M +17,861 New
KPWG
3355
KFA Private Wealth Group
Virginia
$2.4M -$214K -1,554 -8%
SC
3356
Seldon Capital
California
$2.4M
DFP
3357
Defined Financial Planning
California
$2.4M +$2.46M +17,840 New
GCM
3358
Gibraltar Capital Management
Oklahoma
$2.39M +$7.72K +56 +0.3%
BWM
3359
Baron Wealth Management
Michigan
$2.39M +$119K +865 +5%
TW
3360
Towerpoint Wealth
California
$2.39M -$1.93K -14 -0.1%
SWMG
3361
Signature Wealth Management Group
Georgia
$2.39M +$456K +3,310 +23%
KFA
3362
Kapstone Financial Advisors
Ohio
$2.39M -$48.4K -351 -2%
HNW
3363
High Note Wealth
Minnesota
$2.39M -$2.62K -19 -0.1%
EW
3364
Enzi Wealth
Texas
$2.39M +$70.7K +513 +3%
WQ
3365
Wealth Quarterback
New Jersey
$2.39M -$201K -1,460 -8%
NFA
3366
Northern Financial Advisors
Michigan
$2.38M -$90K -653 -4%
KC
3367
Kades & Cheifetz
Pennsylvania
$2.38M -$48.5K -352 -2%
BWM
3368
Buckley Wealth Management
Nevada
$2.38M +$13.9K +101 +0.6%
CCA
3369
Clearwater Capital Advisors
Illinois
$2.38M +$84.8K +615 +4%
CG
3370
Cynosure Group
Utah
$2.37M -$1.62M -11,763 -40%
W
3371
Wealthquest
Ohio
$2.37M -$56.8K -412 -2%
MPCL
3372
My Personal CFO LLC
Washington
$2.36M -$131K -950 -5%
RWM
3373
Riverbend Wealth Management
South Carolina
$2.36M +$2.43M +17,605 New
CCT
3374
Chemung Canal Trust
New York
$2.36M +$2.42M +17,593 New
AWA
3375
Amplius Wealth Advisors
Pennsylvania
$2.36M +$30.7K +223 +1%