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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
826
James Investment Research
Ohio
$50K +$43K +815 +1,116%
BCA
827
Berman Capital Advisors
Georgia
$48K -$16.7K -316 -27%
CFG
828
CKW Financial Group
Hawaii
$47K – – –
JFA
829
JNBA Financial Advisors
Minnesota
$46K – – –
APWM
830
Atlas Private Wealth Management
New York
$45K – – –
Cohen & Steers
831
Cohen & Steers
New York
$41K -$6.75K -128 -15%
NPP
832
New Potomac Partners
Maryland
$41K – – –
HFA
833
HC Financial Advisors
California
$40K -$4.74K -90 -11%
SL
834
Savior LLC
Massachusetts
$39K -$6.22K -118 -15%
AIP
835
Ameritas Investment Partners
Nebraska
$38K – – –
AIA
836
AGF Investments America
Ontario, Canada
$37K – – –
EWA
837
Evolution Wealth Advisors
Florida
$37K – – –
TFS
838
TrustCore Financial Services
Tennessee
$37K +$5.75K +109 +20%
ABA
839
American Beacon Advisors
Texas
$36K -$4.22K -80 -8%
CB
840
CNB Bank
Pennsylvania
$36K – – –
LWM
841
Liberty Wealth Management
California
$36K +$22.7K +430 +215%
KWM
842
Keebeck Wealth Management
Illinois
$36K +$33.2K +630 New
GFPC
843
Global Financial Private Client
Florida
$34.4K -$27.6K -523 -46%
POIA
844
Pin Oak Investment Advisors
Texas
$34K – – –
RDWM
845
Red Door Wealth Management
Tennessee
$34K – – –
M
846
Mirova
France
$33K – – –
TL
847
TrueWealth LLC
Georgia
$33K – – –
BWM
848
BerganKDV Wealth Management
Minnesota
$33K +$16.1K +305 +111%
LWA
849
Lenox Wealth Advisors
New York
$31K -$53.9K -1,022 -65%
AWMS
850
Advocacy Wealth Management Services
Georgia
$29K -$6.9K -131 -21%