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Name Holding Trade Value Shares
Change
Change in
Stake
WCG
2051
Weaver Consulting Group
California
$715K -$226 -4 -0%
SWMG
2052
Strategic Wealth Management Group
Maryland
$708K +$28.7K +508 +4%
I2I
2053
Insight 2811 Inc
Illinois
$708K +$29.7K +527 +5%
Cohen & Steers
2054
Cohen & Steers
New York
$707K -$3.53M -62,628 -84%
PFBT
2055
Parkside Financial Bank & Trust
Missouri
$707K -$8.01K -142 -1%
CHAM
2056
Clear Harbor Asset Management
Connecticut
$706K +$109K +1,935 +19%
PFM
2057
Parsec Financial Management
North Carolina
$705K +$9.42K +167 +1%
AWM
2058
Affinity Wealth Management
Delaware
$698K -$293K -5,185 -30%
BWM
2059
BT Wealth Management
Georgia
$698K +$677K +12,000 New
CGA
2060
Crescent Grove Advisors
Illinois
$697K +$325K +5,758 +92%
AIM
2061
Alhambra Investment Management
Florida
$696K -$14K -248 -2%
OIM
2062
Oder Investment Management
California
$696K +$51.2K +907 +8%
FB
2063
First Bancorp
Maine
$695K +$674K +11,951 New
HWA
2064
HCR Wealth Advisors
California
$693K -$499K -8,843 -43%
GCM
2065
Gladius Capital Management
Illinois
$693K -$53.8K -953 -7%
PWM
2066
Palumbo Wealth Management
New York
$693K +$57.4K +1,018 +9%
TCMP
2067
Thrive Capital Management (Pennsylvania)
Pennsylvania
$693K +$194K +3,443 +41%
GDP
2068
Great Diamond Partners
Maine
$692K +$26.2K +464 +4%
SWA
2069
Sax Wealth Advisors
New Jersey
$690K +$179K +3,168 +36%
IRC
2070
Investors Research Corp
Georgia
$689K -$57.8K -1,025 -8%
SCG
2071
Sonata Capital Group
Washington
$688K -$5.87K -104 -0.9%
IC
2072
Inverness Counsel
New York
$686K -$105K -1,857 -14%
HTHT
2073
Hemenway Trust Hemenway Trust
New Hampshire
$686K -$30.6K -543 -4%
ST
2074
Somerset Trust
Pennsylvania
$685K -$4.85K -86 -0.7%
LA
2075
Latitude Advisors
Florida
$685K +$23.4K +414 +4%