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Cohen & Steers Quality Income Realty Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
Laidlaw Wealth Management
New York
$115K
CAL
127
Capital Advisors Ltd
Ohio
$115K
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
$107K +$112K +9,332 New
GRP
129
Global Retirement Partners
California
$78.4K -$1.23K -102 -1%
HCM
130
Hollencrest Capital Management
California
$75K +$78.4K +6,525 New
US Bancorp
131
US Bancorp
Minnesota
$72.2K
TWM
132
Tradition Wealth Management
Minnesota
$71K +$39.2K +3,262 +112%
CT
133
Colonial Trust
South Carolina
$69K +$72.1K +6,000 New
HI
134
Harbour Investments
Wisconsin
$66.4K +$409 +34 +0.6%
CTC
135
Central Trust Company
Missouri
$65.5K
USCWA
136
U.S. Capital Wealth Advisors
Texas
$65.3K -$92.3K -7,678 -58%
GCM
137
Gables Capital Management
Florida
$56.8K
PTC
138
Private Trust Company
Ohio
$41K -$2.26K -188 -5%
HPC
139
HM Payson & Co
Maine
$37.8K
BC
140
Bartlett & Co
Ohio
$37K
BCWM
141
Bartlett & Co Wealth Management
Ohio
$35.2K
Citigroup
142
Citigroup
New York
$34.7K
SCA
143
Stonebridge Capital Advisors
Minnesota
$34.5K
CHA
144
Carmichael Hill & Associates
Maryland
$32.7K +$373 +31 +1%
BAM
145
Bellevue Asset Management
Washington
$31.7K -$6.35K -528 -16%
BAM
146
Belpointe Asset Management
Nevada
$27.8K +$29.1K +2,420 New
FWM
147
Focused Wealth Management
New York
$27.4K
JFA
148
JNBA Financial Advisors
Minnesota
$21.9K
CCA
149
Column Capital Advisors
Indiana
$21.9K +$22.8K +1,900 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$21K +$252 +21 +1%