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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
801
Cohen & Steers
New York
$44K -$2.28M -42,994 -98%
FRA
802
Front Row Advisors
California
$44K +$18.6K +350 +88%
AWA
803
Arkadios Wealth Advisors
Georgia
$42.8K +$38.3K +722 New
NPP
804
New Potomac Partners
Maryland
$42K – – –
SBL
805
Sargent Bickham Lagudis
Colorado
$42K +$19.1K +360 +100%
GI
806
Gradient Investments
Minnesota
$41K -$1.78M -33,505 -98%
CFB
807
Cullen/Frost Bankers
Texas
$41K – – –
HCA
808
Horan Capital Advisors
Ohio
$41K – – –
AIP
809
Ameritas Investment Partners
Nebraska
$39K – – –
TPWA
810
TRUE Private Wealth Advisors
Oregon
$39K +$35.5K +669 New
POIA
811
Pin Oak Investment Advisors
Texas
$38K -$18.8K -355 -35%
GWS
812
Glassman Wealth Services
Virginia
$37K – – –
CB
813
CNB Bank
Pennsylvania
$36K -$4.19K -79 -11%
M
814
Mirova
France
$34K -$23.2M -436,826 -100%
AWMS
815
Advocacy Wealth Management Services
Georgia
$34K -$10.7K -202 -26%
TL
816
TrueWealth LLC
Georgia
$33K – – –
TFS
817
TrustCore Financial Services
Tennessee
$32K – – –
CFG
818
Citizens Financial Group
Rhode Island
$31K – – –
MA
819
MUFG Americas
New York
$31K – – –
EP
820
Eudaimonia Partners
Tennessee
$30K +$27.3K +514 New
OIA
821
Optimum Investment Advisors
Illinois
$29K -$37.1K -700 -58%
HR
822
Howe & Rusling
New York
$29K – – –
MSFP
823
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
MAM
824
Meeder Asset Management
Ohio
$27K – – –
OPS
825
Orion Portfolio Solutions
Nebraska
$27K +$25K +472 New