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RFI
Cohen & Steers Total Return Realty Fund
RFI
RFI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
51
Omnia Family Wealth
Aventura,
Florida
| $9K | – | – | – |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
BWA
53
Burt Wealth Advisors
North Bethesda,
Maryland
| $7K | – | – | – |
|
|
SSB
54
Sandy Spring Bank
Olney,
Maryland
| $7K | – | – | – |
|
55
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $5K | +$4.62K | +366 | New |
|
|
DOA
56
D'Orazio & Associates
Falls Church,
Virginia
| $3K | +$3.16K | +250 | New |
|
|
LCM
57
Laurion Capital Management
New York
| – | -$803K | -63,848 | Closed |
|
|
IFWM
58
Institute for Wealth Management
Denver,
Colorado
| – | -$151K | -12,092 | Closed |
|
|
DADC
59
D.A. Davidson & Co
Great Falls,
Montana
| – | -$24K | -1,924 | Closed |
|
60
Creative Planning
Overland Park,
Kansas
| – | -$10K | -790 | Closed |
|
|
SFG
61
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$1K | -82 | Closed |
|
|
WT
62
Whittier Trust
South Pasadena,
California
| – | -$1K | -61 | Closed |
|
|
HH
63
HWG Holdings
Houston,
Texas
| – | +$480 | +38 | New |
|