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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
3101
Vision Capital Management
Oregon
$210K +$176K +3,552 New
SL
3102
Summitry LLC
California
$210K +$176K +3,555 New
Cohen & Steers
3103
Cohen & Steers
New York
$208K -$700K -14,130 -80%
W
3104
WealthOne
New York
$208K -$164K -3,300 -48%
GPA
3105
Guidance Point Advisors
Massachusetts
$208K +$297 +6 +0.2%
RW
3106
RVW Wealth
California
$208K +$175K +3,522 New
OPOWM
3107
One Plus One Wealth Management
Florida
$208K +$175K +3,526 New
CHA
3108
Cooper/Haims Advisors
New York
$208K +$175K +3,527 New
EDRIA
3109
Edmonds Duncan Registered Investment Advisors
Kansas
$208K +$193K +3,890 New
PFP
3110
Paragon Financial Partners
California
$207K +$173K +3,499 New
TCOO
3111
Trust Company of Oklahoma
Oklahoma
$206K +$173K +3,495 New
C
3112
Covestor
United Kingdom
$206K +$173K +3,492 New
SWAG
3113
Spectrum Wealth Advisory Group
California
$206K +$173K +3,496 New
ES
3114
ETF Store
Kansas
$206K +$205K +4,135 New
AWM
3115
Atticus Wealth Management
Florida
$205K +$64.5K +1,301 +60%
MFC
3116
Morris Financial Concepts
South Carolina
$204K +$171K +3,448 New
FWM
3117
FSA Wealth Management
Massachusetts
$204K +$171K +3,452 New
RAM
3118
Riggs Asset Management
Pennsylvania
$203K – – –
NCM
3119
Next Capital Management
New York
$202K +$169K +3,414 New
KFS
3120
Kelly Financial Services
Massachusetts
$202K -$23.8K -481 -12%
EWG
3121
Executive Wealth Group
Washington
$201K +$169K +3,406 New
BCM
3122
Brown Capital Management
Maryland
$201K +$168K +3,397 New
HIM
3123
Hanlon Investment Management
New Jersey
$201K +$169K +3,406 New
LAM
3124
L2 Asset Management
Massachusetts
$201K +$169K +3,407 New
LK
3125
Lumbard & Kellner
New Hampshire
$200K +$185K +3,738 New