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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1801
Edge Capital Group
Georgia
$336K -$173K -582 -29%
HFM
1802
Hartford Financial Management
Connecticut
$334K -$265K -890 -39%
SAM
1803
Strategy Asset Managers
California
$333K -$735K -2,473 -64%
RMAM
1804
Raab & Moskowitz Asset Management
New Jersey
$333K -$9.22K -31 -2%
SB
1805
Strategic Blueprint
Georgia
$333K – – –
BMC
1806
Benin Management Corp
Connecticut
$332K -$89.2K -300 -18%
CCA
1807
Catalyst Capital Advisors
New York
$330K -$2.49M -8,385 -86%
MKC
1808
M. Kraus & Co
Vermont
$330K +$406K +1,365 New
ZIC
1809
ZWJ Investment Counsel
Georgia
$329K -$17.8K -60 -4%
ASC
1810
Atalanta Sosnoff Capital
New York
$329K – – –
CA
1811
Claro Advisors
Massachusetts
$329K +$77.6K +261 +24%
NP
1812
Ninepoint Partners
Ontario, Canada
$327K -$323K -1,088 -45%
FMTCOCP
1813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$326K – – –
TP
1814
Truvvo Partners
New York
$325K +$400K +1,345 New
MMPW
1815
Mitchell McLeod Pugh & Williams
Alabama
$324K -$23.8K -80 -6%
FNBOH
1816
First National Bank of Hutchinson
Kansas
$322K -$8.03K -27 -2%
GIP
1817
Granite Investment Partners
California
$322K – – –
TL
1818
TrueWealth LLC
Georgia
$317K – – –
SIAS
1819
Shine Investment Advisory Services
Colorado
$316K +$5.05K +17 +1%
FFG
1820
Frisch Financial Group
New York
$316K +$13.1K +44 +3%
CPSAC
1821
Chas P. Smith & Associates (CPS)
Florida
$315K -$7.43K -25 -2%
AWM
1822
Aprio Wealth Management
Georgia
$314K +$53.5K +180 +16%
QT
1823
Quantamental Technologies
New York
$314K +$58.9K +198 +18%
C1AG
1824
Client 1st Advisory Group
Florida
$314K +$124K +416 +47%
ROC
1825
Running Oak Capital
Minnesota
$314K +$387K +1,300 New
71 72
73
74 75