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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2201
Cohen & Steers
New York
$196K +$46.8K +500 +33%
FWA
2202
Flagship Wealth Advisors
Massachusetts
$193K – – –
Crewe Advisors
2203
Crewe Advisors
Utah
$191K +$101K +1,075 +123%
IMA Advisory Services
2204
IMA Advisory Services
Colorado
$188K +$37.7K +403 +27%
SWA
2205
SOA Wealth Advisors
New York
$183K +$29.9K +320 +21%
AWM
2206
Activest Wealth Management
Florida
$181K +$26.7K +286 +18%
CAC
2207
Core Alternative Capital
Georgia
$177K – – –
EP
2208
Elkhorn Partners
Nebraska
$176K -$103K -1,100 -38%
SOAMC
2209
Spirit of America Management Corp
New York
$176K +$28.1K +300 +20%
1IA
2210
1620 Investment Advisors
Massachusetts
$176K +$1.12K +12 +0.7%
FFA
2211
Frazier Financial Advisors
Ohio
$175K +$4.68K +50 +3%
UCB
2212
United Community Bank
South Carolina
$172K +$147K +1,575 +875%
CFP
2213
Comprehensive Financial Planning
Pennsylvania
$170K – – –
RA
2214
Rise Advisors
New York
$167K +$4.86K +52 +3%
Golden State Wealth Management
2215
Golden State Wealth Management
California
$166K +$4.68K +50 +3%
IWM
2216
IMG Wealth Management
Florida
$164K +$6.36K +68 +4%
HM Payson & Co
2217
HM Payson & Co
Maine
$163K +$28.1K +300 +22%
WSC
2218
Wellington Shields & Co
New York
$162K – – –
IIC
2219
Integrated Investment Consultants
Michigan
$160K +$6.17K +66 +0%
TCM
2220
Tradewinds Capital Management
Washington
$159K +$9.35K +100 +7%
MWA
2221
Medallion Wealth Advisors
Connecticut
$157K -$1.22K -13 -0.8%
Trust Company of Vermont
2222
Trust Company of Vermont
Vermont
$154K +$4.86K +52 +3%
CWM
2223
Crowley Wealth Management
Delaware
$153K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
2224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K -$46.8K -500 -24%
Smithfield Trust
2225
Smithfield Trust
Pennsylvania
$151K +$11K +118 +8%