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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1601
J.M. Forbes & Co
Massachusetts
$337K -$11.4K -121 -3%
DE
1602
Defiance ETFs
New York
$336K +$355K +3,750 New
TC
1603
Tannin Capital
North Carolina
$335K +$103K +1,091 +41%
APA
1604
Astoria Portfolio Advisors
New York
$334K -$10.7K -113 -3%
SWM
1605
Sculati Wealth Management
Michigan
$333K – – –
FWM
1606
Forza Wealth Management
Florida
$333K -$72.5K -766 -17%
LIA
1607
Limestone Investment Advisors
New York
$332K +$351K +3,710 New
AFA
1608
AA Financial Advisors
Ohio
$332K +$15.3K +162 +5%
XWM
1609
Xcel Wealth Management
Florida
$332K -$84.9K -897 -20%
XF
1610
XML Financial
Maryland
$331K -$27.8K -294 -7%
MIC
1611
Meridian Investment Counsel
California
$331K – – –
HWP
1612
Hibernia Wealth Partners
Louisiana
$331K +$102K +1,083 +42%
LJAC
1613
L.J. Altfest & Co
New York
$331K -$2.18K -23 -0.6%
SWA
1614
ShankerValleau Wealth Advisors
Illinois
$330K – – –
CT
1615
Chicago Trust
Illinois
$329K -$5.3K -56 -2%
KAM
1616
Knightsbridge Asset Management
California
$328K +$15K +159 +5%
NWMG
1617
National Wealth Management Group
Ohio
$328K -$54.4K -575 -14%
CL
1618
CIM LLC
New York
$328K +$1.14K +12 +0.3%
PFM
1619
Potomac Fund Management
Florida
$327K -$2.55K -27 -0.7%
BB
1620
Bell Bank
North Dakota
$327K -$73K -772 -17%
ACM
1621
Argent Capital Management
Missouri
$326K +$284 +3 +0.1%
HWMC
1622
Heritage Wealth Management (California)
California
$326K -$3.22K -34 -0.9%
PWMG
1623
Prestige Wealth Management Group
New Jersey
$326K +$757 +8 +0.2%
SWA
1624
Stratos Wealth Advisors
Ohio
$325K -$5.3K -56 -2%
BOSSRA
1625
B.O.S.S. Retirement Advisors
Utah
$325K +$284 +3 +0.1%
63 64
65
66 67