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Name Holding Trade Value Shares
Change
Change in
Stake
KAM
2826
KEB Asset Management
Illinois
$176K – – –
WA
2827
WPG Advisers
Maryland
$175K +$23.6K +504 +14%
CA
2828
Crewe Advisors
Utah
$173K +$31.7K +676 +20%
PWA
2829
Principia Wealth Advisory
Texas
$172K +$6.71K +143 +4%
YDMI
2830
Y.D. More Investments
Israel
$172K +$3.52K +75 +2%
FP
2831
Financial Perspectives
Minnesota
$171K -$2.96K -63 -2%
PB
2832
Prosperity Bancshares
Texas
$171K +$11.4K +244 +6%
QWM
2833
Quaker Wealth Management
New Jersey
$168K -$18.2K -387 -9%
HFM
2834
Hartford Financial Management
Connecticut
$167K – – –
APW
2835
Aventura Private Wealth
Florida
$166K +$89.8K +1,915 +96%
TLCM
2836
Twin Lakes Capital Management
California
$165K +$469 +10 +0.3%
DF
2837
Dunhill Financial
United Kingdom
$163K +$6.24K +133 +4%
B
2838
Bayban
Minnesota
$161K – – –
KLWA
2839
Kelly Lawrence W & Associates
California
$161K – – –
Cohen & Steers
2840
Cohen & Steers
New York
$161K – – –
BHWM
2841
Beaird Harris Wealth Management
Texas
$156K +$7.83K +167 +5%
Q1WB
2842
Quest 10 Wealth Builders
Virginia
$155K +$13.9K +297 +9%
AWM
2843
Aberdeen Wealth Management
Illinois
$154K -$69.9K -1,490 -29%
NECFA
2844
New England Capital Financial Advisors
Connecticut
$154K +$37.9K +808 +29%
CFM
2845
Cornerstone Financial Management
Massachusetts
$151K +$9.71K +207 +6%
MFT
2846
Moisand Fitzgerald Tamayo
Florida
$150K – – –
BC
2847
Bayforest Capital
United Kingdom
$149K +$165K +3,526 New
CJ
2848
Caitlin John
Michigan
$149K -$6.47K -138 -4%
FW
2849
Fairway Wealth
Ohio
$148K -$13.4K -285 -8%
FFO
2850
Fortitude Family Office
Arizona
$148K -$14.9K -318 -8%