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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1351
Summa Corp
Texas
$243K
AIM
1352
Acropolis Investment Management
Missouri
$243K
GPW
1353
Genesis Private Wealth
Virginia
$243K +$30.4K +231 +13%
ACA
1354
Affinity Capital Advisors
California
$241K +$68.3K +520 +34%
CC
1355
Chicago Capital
Illinois
$241K +$44.7K +340 +20%
TC
1356
Trilogy Capital
California
$241K -$1.58K -12 -0.6%
WAM
1357
Worth Asset Management
Texas
$240K +$7.09K +54 +3%
DKCM
1358
Davidson Kahn Capital Management
California
$239K -$7.88K -60 -3%
JPWM
1359
Jamison Private Wealth Management
Georgia
$238K
GIA
1360
GHP Investment Advisors
Colorado
$238K +$24.2K +184 +10%
CAM
1361
Clark Asset Management
New Hampshire
$238K +$263K +2,005 New
BIAS
1362
Beacon Investment Advisory Services
New Jersey
$237K -$46K -350 -15%
BW
1363
Basepoint Wealth
Iowa
$237K
BOPW
1364
Brandywine Oak Private Wealth
Pennsylvania
$237K
MBT
1365
Montecito Bank & Trust
California
$237K
SAMT
1366
Select Asset Management & Trust
Pennsylvania
$237K
Cohen & Steers
1367
Cohen & Steers
New York
$237K +$65.7K +500 +33%
KJWM
1368
Kiley Juergens Wealth Management
Washington
$236K +$262K +1,993 New
TWPM
1369
Total Wealth Planning & Management
Florida
$235K +$7.36K +56 +3%
CCP
1370
Caden Capital Partners
California
$235K +$179K +1,360 +220%
MWM
1371
Maridea Wealth Management
New York
$234K +$18.1K +138 +8%
DG
1372
Dala Group
Illinois
$233K -$45.2K -344 -16%
EWP
1373
E-Wealth Partners
Minnesota
$232K
WG
1374
Welch Group
Alabama
$232K
BWM
1375
Baron Wealth Management
Michigan
$232K +$36.8K +280 +17%