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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1751
Roundview Capital
New Jersey
$2.26M +$163K +1,555 +9%
WAM
1752
Wernau Asset Management
Massachusetts
$2.26M -$49.2K -470 -2%
CD
1753
Chapin Davis
Maryland
$2.25M -$806K -7,705 -29%
AFG
1754
ABLE Financial Group
Arizona
$2.25M -$72.3K -691 -3%
MAWA
1755
Moss Adams Wealth Advisors
Washington
$2.24M +$55.3K +529 +3%
LSA
1756
Leonteq Securities AG
Switzerland
$2.24M +$106K +1,011 +6%
CCA
1757
Catalyst Capital Advisors
New York
$2.23M -$1.91M -18,296 -49%
JSAM
1758
J. Safra Asset Management
New York
$2.23M -$217K -2,074 -10%
KTC
1759
Kentucky Trust Company
Kentucky
$2.23M -$51.3K -491 -3%
BONH
1760
Bank of New Hampshire
New Hampshire
$2.23M -$22.4K -214 -1%
PVM
1761
Palogic Value Management
Texas
$2.22M -$182K -1,740 -8%
SCM
1762
Schnieders Capital Management
California
$2.22M +$1.05K +10 +0.1%
LWM
1763
Lyell Wealth Management
California
$2.22M +$275K +2,629 +16%
FCA
1764
FLC Capital Advisors
California
$2.22M – – –
CBB
1765
Citizens Business Bank
California
$2.21M +$11K +105 +0.6%
HFM
1766
Hartford Funds Management
Pennsylvania
$2.19M -$99.2K -949 -5%
DWM
1767
Drive Wealth Management
Utah
$2.19M +$64.8K +620 +3%
CHAM
1768
Clear Harbor Asset Management
Connecticut
$2.18M -$26.4K -252 -1%
WIM
1769
Waycross Investment Management
Washington
$2.18M – – –
WCBA
1770
Weaver C. Barksdale & Associates
Tennessee
$2.18M -$666K -6,372 -26%
TVWM
1771
Tower View Wealth Management
Wisconsin
$2.17M -$25.5K -244 -1%
XWL
1772
XXI Wealth LLC
Illinois
$2.17M +$117K +1,123 +6%
VSQM
1773
V-Square Quantitative Management
Illinois
$2.17M -$58.5K -559 -3%
TBNY
1774
Trustco Bank (New York)
New York
$2.16M +$41.8K +400 +2%
RWP
1775
Revolve Wealth Partners
New Jersey
$2.16M +$879K +8,405 +84%
69 70
71
72 73