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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
LexAurum Advisors
Kansas
$512K +$455K +3,834 New
NFG
1802
Nations Financial Group
Iowa
$510K +$474 +4 +0.1%
FWM
1803
Focused Wealth Management
New York
$508K -$1.2M -10,080 -71%
SIM
1804
SSI Investment Management
California
$508K -$2.02K -17 -0.4%
LPIC
1805
LeJeune Puetz Investment Counsel
Michigan
$507K – – –
KBG
1806
Kahn Brothers Group
New York
$507K – – –
SIG
1807
Schaller Investment Group
North Carolina
$504K – – –
GC
1808
Gruss & Co
Florida
$501K – – –
LAM
1809
Lingohr Asset Management
Germany
$501K – – –
PAS
1810
Professional Advisory Services
Florida
$501K – – –
RVPG
1811
Relative Value Partners Group
$501K – – –
CWM
1812
Circle Wealth Management
New Jersey
$501K +$2.73K +23 +0.6%
OCM
1813
Orser Capital Management
Texas
$501K +$450K +3,792 New
DCM
1814
Driehaus Capital Management
Illinois
$501K +$474K +4,000 New
HHGA
1815
Halbert Hargrove Global Advisors
California
$500K +$593 +5 +0.1%
LA
1816
Legacy Advisors
Pennsylvania
$500K +$18K +152 +4%
UAS
1817
United Asset Strategies
New York
$500K +$474K +3,997 New
BL
1818
Balentine LLC
Georgia
$496K -$237 -2 -0.1%
UF
1819
Univest Financial
Pennsylvania
$494K – – –
SP
1820
Successful Portfolios
Florida
$494K +$468K +3,947 New
FM
1821
Family Management
New York
$492K -$10.3K -87 -2%
VCM
1822
Vivaldi Capital Management
Illinois
$492K +$25K +211 +6%
MCM
1823
McRae Capital Management
New Jersey
$490K +$474 +4 +0.1%
WCWM
1824
Wooster Corthell Wealth Management
Connecticut
$487K +$35.6K +300 +8%
HFA
1825
High Falls Advisors
New York
$486K +$830 +7 +0.2%
71 72
73
74 75