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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1501
Optima Capital
Oregon
$211K -$4.44K -57 -2%
UPS
1502
UHLMANN PRICE SECURITIES
Illinois
$211K – – –
FCM
1503
Fourpath Capital Management
Oklahoma
$209K +$3.27K +42 +1%
6F
1504
626 Financial
Michigan
$209K -$28.3K -363 -10%
FCA
1505
FLC Capital Advisors
California
$208K – – –
TFA
1506
Toth Financial Advisory
Virginia
$208K -$547K -7,017 -69%
RFN
1507
Redwood Financial Network
Ohio
$207K -$2.26K -29 -0.9%
SAG
1508
SageView Advisory Group
California
$207K -$13.9K -178 -5%
WWM
1509
Western Wealth Management
Colorado
$206K -$206K -2,640 -46%
SCP
1510
Sivia Capital Partners
California
$206K +$246K +3,160 New
Cohen & Steers
1511
Cohen & Steers
New York
$206K +$10.9K +140 +5%
AWA
1512
AGH Wealth Advisors
Kansas
$206K +$21.3K +273 +9%
DWM
1513
Dakota Wealth Management
Florida
$205K -$13.6K -175 -5%
TC
1514
TAGStone Capital
North Carolina
$205K – – –
MW
1515
Marks Wealth
Maryland
$205K – – –
MAM
1516
Mystic Asset Management
Rhode Island
$205K -$226K -2,900 -48%
MFGM
1517
Marshall Financial Group (Maryland)
Maryland
$204K -$11.8K -152 -5%
BWM
1518
BankPlus Wealth Management
Mississippi
$204K +$4.05K +52 +2%
BFO
1519
Boston Family Office
Massachusetts
$203K -$13.6K -175 -5%
EWA
1520
Evolution Wealth Advisors
Florida
$203K +$52K +668 +27%
WKWM
1521
Walter & Keenan Wealth Management
Indiana
$203K +$15.7K +202 +7%
CPBTD
1522
Central Pacific Bank - Trust Division
Hawaii
$202K -$15.6K -200 -6%
WJWM
1523
Williams Jones Wealth Management
New York
$202K – – –
PTP
1524
Platform Technology Partners
New York
$201K -$48K -616 -17%
ASBI
1525
American State Bank (Iowa)
Iowa
$201K +$4.83K +62 +2%