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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1251
TCI Wealth Advisors
Arizona
$48K +$2.11K +18 +5%
Cohen & Steers
1252
Cohen & Steers
New York
$47K
SB
1253
Strategic Blueprint
Georgia
$44K -$2.38M -20,279 -98%
WWM
1254
Wolff Wiese Magana
California
$44K
GAM
1255
Gemmer Asset Management
California
$43K
Bank Julius Baer & Co
1256
Bank Julius Baer & Co
Switzerland
$42K +$41K +350 New
LWCFA
1257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K +$41.4K +353 New
HR
1258
Howe & Rusling
New York
$40K -$2.81K -24 -7%
CI
1259
CX Institutional
Indiana
$40K
HC
1260
Hoese & Co
Minnesota
$40K
BWA
1261
BDO Wealth Advisors
Florida
$38K -$14.6K -125 -28%
BMD
1262
Better Money Decisions
New Mexico
$37K
EIP
1263
Ellis Investment Partners
Pennsylvania
$37K
TJHA
1264
Thomas J. Herzfeld Advisors
Florida
$37K +$3.28K +28 +10%
JWA
1265
JFS Wealth Advisors
Pennsylvania
$37K +$5.86K +50 +19%
MA
1266
Modus Advisors
Minnesota
$37K +$35.6K +304 New
MAM
1267
Magellan Asset Management
Australia
$37K +$35.9K +306 New
MG
1268
MilWealth Group
Wisconsin
$36.2K
POIA
1269
Pin Oak Investment Advisors
Texas
$36K -$2.11K -18 -6%
PK
1270
Pflug Koory
Nebraska
$36K
SFSIG
1271
San Francisco Sentry Investment Group
California
$36K
BC
1272
Burleson & Co
California
$36K +$11.7K +100 +50%
LFG
1273
Larson Financial Group
Missouri
$35K +$117 +1 +0.3%
AF
1274
Allworth Financial
California
$34K +$30.2K +258 +1,032%
WAS
1275
Winch Advisory Services
Wisconsin
$33K +$11.2K +96 +54%