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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1051
Triangle Securities Wealth Management
North Carolina
$378K -$16K -80 -5%
NJBEST
1052
New Jersey Better Educational Savings Trust
New Jersey
$377K – – –
FC
1053
FCA Corp
Texas
$377K +$300K +1,500 New
KA
1054
Kovack Advisors
Florida
$373K -$103K -515 -26%
SGCA
1055
Steel Grove Capital Advisors
Tennessee
$372K -$2.6K -13 -0.9%
ARMC
1056
American Research & Management Company
Massachusetts
$370K -$53K -265 -15%
CIC
1057
Crawford Investment Counsel
Georgia
$370K +$294K +1,470 New
CQS
1058
Credential Qtrade Securities
$370K +$143K +715 +95%
SIA
1059
SeaBridge Investment Advisors
New Jersey
$369K – – –
AL
1060
Aspiriant LLC
California
$367K +$1.2K +6 +0.4%
GFS
1061
GYL Financial Synergies
Connecticut
$365K -$130K -651 -31%
ISWM
1062
Independent Solutions Wealth Management
New York
$365K – – –
DI
1063
DFPG Investments
Utah
$362K +$10K +50 +4%
TMAM
1064
Tokio Marine Asset Management
Japan
$362K +$288K +1,438 New
CS
1065
Comerica Securities
Michigan
$361K -$11.8K -59 -4%
EI
1066
EDMP Inc
Florida
$357K +$284K +1,420 New
CCG
1067
Cypress Capital Group
Florida
$357K +$284K +1,421 New
OFG
1068
OmniStar Financial Group
North Carolina
$356K +$283K +1,416 New
NB
1069
Nicolet Bankshares
Wisconsin
$355K +$282K +1,412 New
BOS
1070
Bingham Osborn & Scarborough
California
$355K +$283K +1,413 New
BCA
1071
Bay Colony Advisors
Massachusetts
$352K +$280K +1,400 New
IIM
1072
Intact Investment Management
Quebec, Canada
$352K +$280K +1,400 New
MCG
1073
MACRO Consulting Group
New Jersey
$351K -$15.4K -77 -5%
TCM
1074
Tufton Capital Management
Maryland
$351K +$279K +1,396 New
ECG
1075
Edge Capital Group
Georgia
$350K +$279K +1,393 New
41 42
43
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