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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1801
Hartford Financial Management
Connecticut
$334K -$265K -890 -39%
SAM
1802
Strategy Asset Managers
California
$333K -$735K -2,473 -64%
RMAM
1803
Raab & Moskowitz Asset Management
New Jersey
$333K -$9.22K -31 -2%
SB
1804
Strategic Blueprint
Georgia
$333K – – –
BMC
1805
Benin Management Corp
Connecticut
$332K -$89.2K -300 -18%
CCA
1806
Catalyst Capital Advisors
New York
$330K -$2.49M -8,385 -86%
MKC
1807
M. Kraus & Co
Vermont
$330K +$406K +1,365 New
ZIC
1808
ZWJ Investment Counsel
Georgia
$329K -$17.8K -60 -4%
ASC
1809
Atalanta Sosnoff Capital
New York
$329K – – –
CA
1810
Claro Advisors
Massachusetts
$329K +$77.6K +261 +24%
NP
1811
Ninepoint Partners
Ontario, Canada
$327K -$323K -1,088 -45%
FMTCOCP
1812
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$326K – – –
TP
1813
Truvvo Partners
New York
$325K +$400K +1,345 New
MMPW
1814
Mitchell McLeod Pugh & Williams
Alabama
$324K -$23.8K -80 -6%
FNBOH
1815
First National Bank of Hutchinson
Kansas
$322K -$8.03K -27 -2%
GIP
1816
Granite Investment Partners
California
$322K – – –
TL
1817
TrueWealth LLC
Georgia
$317K – – –
SIAS
1818
Shine Investment Advisory Services
Colorado
$316K +$5.05K +17 +1%
FFG
1819
Frisch Financial Group
New York
$316K +$13.1K +44 +3%
CPSAC
1820
Chas P. Smith & Associates (CPS)
Florida
$315K -$7.43K -25 -2%
AWM
1821
Aprio Wealth Management
Georgia
$314K +$53.5K +180 +16%
QT
1822
Quantamental Technologies
New York
$314K +$58.9K +198 +18%
C1AG
1823
Client 1st Advisory Group
Florida
$314K +$124K +416 +47%
ROC
1824
Running Oak Capital
Minnesota
$314K +$387K +1,300 New
FSC
1825
Full Sail Capital
Oklahoma
$313K -$36.3K -122 -10%
71 72
73
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