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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2151
Apexium Financial
Texas
$499K -$13.4K -217 -3%
SHGA
2152
Sand Hill Global Advisors
California
$499K +$65.8K +1,063 +16%
RWM
2153
Revisor Wealth Management
Ohio
$499K -$397K -6,415 -45%
SSWM
2154
Strait & Sound Wealth Management
California
$499K -$22.7K -367 -4%
APA
2155
Astoria Portfolio Advisors
New York
$494K +$33.1K +535 +7%
NME
2156
Notis-McConarty Edward
$494K -$33.4K -540 -7%
AHL
2157
Abel Hall LLC
Louisiana
$493K +$7.92K +128 +2%
MSCM
2158
McElhenny Sheffield Capital Management
Texas
$493K -$124 -2 -0%
MG
2159
Marex Group
$492K +$184K +2,975 +63%
BCG
2160
Breakwater Capital Group
New Jersey
$491K -$34.7K -560 -7%
RCA
2161
Ranch Capital Advisors
Florida
$490K +$310 +5 +0.1%
AW
2162
Apricus Wealth
South Carolina
$490K +$48.3K +781 +11%
KFA
2163
Kapstone Financial Advisors
Ohio
$489K +$27.7K +448 +6%
CCM
2164
Crew Capital Management
Ohio
$489K +$20.7K +334 +5%
MAM
2165
Mystic Asset Management
Rhode Island
$488K – – –
LTI
2166
Laffer Tengler Investments
Tennessee
$487K +$62 +1 +0%
KPWG
2167
KFA Private Wealth Group
Virginia
$487K -$441K -7,124 -48%
GA
2168
Greenspring Advisors
Maryland
$487K – – –
AFC
2169
AFT Forsyth & Company
Florida
$485K +$57.3K +925 +14%
ICA
2170
Infrastructure Capital Advisors
New York
$484K +$471K +7,611 New
DMKJ
2171
David M. Knott Jr
$484K – – –
SOAMC
2172
Spirit of America Management Corp
New York
$484K -$18.6K -300 -4%
HAM
2173
Hedges Asset Management
Nevada
$484K – – –
CWAG
2174
Compton Wealth Advisory Group
Virginia
$484K +$9.53K +154 +2%
WDG
2175
Wealth Dimensions Group
Ohio
$482K -$13.5K -218 -3%
85 86
87
88 89