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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1201
Cohen & Steers
New York
$21K +$1.65K +20 +7%
IBOK
1202
Independence Bank of Kentucky
Kentucky
$21K +$25.2K +305 New
POIA
1203
Pin Oak Investment Advisors
Texas
$19K – – –
SIS
1204
Sound Income Strategies
Florida
$18K +$2.4K +29 +13%
TIM
1205
Tortoise Investment Management
New York
$17K -$20.7K -250 -50%
DAC
1206
Dividend Assets Capital
South Carolina
$17K – – –
MRG
1207
Milestone Resources Group
British Virgin Islands
$17K – – –
MA
1208
Montag & Associates
Georgia
$17K – – –
WAS
1209
Winch Advisory Services
Wisconsin
$16K -$1.41K -17 -7%
RA
1210
Rise Advisors
New York
$16K +$2.56K +31 +16%
BWL
1211
Bogart Wealth LLC
Virginia
$16K +$4.79K +58 +34%
CWM
1212
Cedar Wealth Management
California
$15K – – –
FIA
1213
FNY Investment Advisers
New York
$15K +$18.6K +225 New
BC
1214
Burleson & Co
California
$14K – – –
CAL
1215
Capital Advisors Ltd
Ohio
$14K – – –
PA
1216
PSI Advisors
Florida
$14K – – –
SC
1217
Sawyer & Company
Massachusetts
$14K – – –
WIM
1218
Westside Investment Management
California
$13.7K +$16.5K +200 +169%
DI
1219
Disciplined Investments
Oklahoma
$13K -$16.9K -205 -52%
ADL
1220
Asset Dedication LLC
California
$13K +$16.3K +197 New
OCM
1221
Orion Capital Management
California
$12K – – –
BIA
1222
Bell Investment Advisors
California
$12K +$2.23K +27 +18%
EBA
1223
Eagle Bay Advisors
New York
$12K +$2.56K +31 +22%
AWM
1224
Abound Wealth Management
Tennessee
$11K +$13.3K +161 New
LWCFA
1225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –