We are live on ! Find out more
RFI

Cohen & Steers Total Return Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Sage Investment Counsel
Tennessee
$111K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$99K -$56.3K -4,947 -36%
CA
53
Clearstead Advisors
Ohio
$93.8K +$2K +176 +2%
ASN
54
Advisory Services Network
Georgia
$90.8K +$92.7K +8,150 New
CA
55
CoreCap Advisors
Michigan
$76.5K -$35.5K -3,120 -31%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$74.6K
CT
57
Colonial Trust
South Carolina
$49.2K +$23K +2,020 +81%
MWM
58
Mascoma Wealth Management
New Hampshire
$48.9K -$14.3K -1,256 -22%
CTC
59
Central Trust Company
Missouri
$43.2K -$5.69K -500 -11%
AFG
60
Albion Financial Group
Utah
$32.9K +$694 +61 +2%
AF
61
Advisornet Financial
Minnesota
$29.1K
HWA
62
Heritage Wealth Advisors
Virginia
$28.7K
FFA
63
Farther Finance Advisors
California
$21.9K
HI
64
Harbour Investments
Wisconsin
$13.3K +$13.5K +1,190 New
SPIA
65
Steward Partners Investment Advisory
New York
$12.6K +$273 +24 +2%
RFS
66
Richardson Financial Services
Massachusetts
$11.1K
WOSD
67
WFA of San Diego
California
$8.36K
AUB
68
Atlantic Union Bankshares
Virginia
$7.69K +$7.85K +690 New
MSFP
69
Mark Sheptoff Financial Planning
Connecticut
$7.19K +$7.04K +619 New
WA
70
Westfuller Advisors
New York
$6.71K +$148 +13 +2%
HCM
71
Hollencrest Capital Management
California
$5.01K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4.53K
MA
73
MCF Advisors
Kentucky
$4.07K -$4.17K -366 -50%
HWP
74
Highline Wealth Partners
California
$3.9K
AAG
75
Armstrong Advisory Group
Massachusetts
$2.93K