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Name Holding Trade Value Shares
Change 		Change in
Stake
CGFI
1701
Cypress Growth Fund III
California
$3.48M – – –
GECH
1702
Garnet Equity Capital Holdings
New York
$3.48M +$321K +1,000 +11%
SWM
1703
Sculati Wealth Management
Michigan
$3.48M +$16K +50 +0.5%
AA
1704
Ancora Advisors
Ohio
$3.47M -$26.9K -84 -0.8%
RWM
1705
RKL Wealth Management
Pennsylvania
$3.46M +$85K +265 +3%
GL
1706
Graypoint LLC
New York
$3.44M +$275K +858 +10%
IA
1707
IndexIQ Advisors
New York
$3.41M -$133K -415 -4%
ACM
1708
Advisors Capital Management
New Jersey
$3.41M +$92.4K +288 +3%
JFGIW
1709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.4M +$30.2K +94 +1%
SMG
1710
Spectrum Management Group
Indiana
$3.4M +$563K +1,756 +22%
GAM
1711
Geier Asset Management
Maryland
$3.4M – – –
RMC
1712
Resources Management Corp
Connecticut
$3.39M +$53.3K +166 +2%
MF
1713
Manchester Financial
California
$3.37M -$34.6K -108 -1%
AP
1714
Adero Partners
California
$3.36M +$225K +702 +8%
SAM
1715
Selway Asset Management
$3.35M – – –
CAG
1716
Csenge Advisory Group
Florida
$3.35M +$494K +1,541 +19%
SFG
1717
SevenBridge Financial Group
Pennsylvania
$3.35M +$333K +1,037 +12%
CC
1718
Claybrook Capital
Massachusetts
$3.35M +$3.09M +9,621 New
JCM
1719
Jacobsen Capital Management
Utah
$3.34M -$408K -1,273 -12%
IRAG
1720
Investment Research & Advisory Group
Georgia
$3.33M -$3.21K -10 -0.1%
HBT
1721
Heartland Bank & Trust
Illinois
$3.33M +$972K +3,030 +46%
HCM
1722
HGI Capital Management
New York
$3.33M +$62.6K +195 +2%
HFM
1723
Hartford Financial Management
Connecticut
$3.33M -$141K -441 -4%
CMANY
1724
Capital Management Associates (New York)
New York
$3.31M – – –
TW
1725
TrinityPoint Wealth
Connecticut
$3.3M -$187K -584 -6%
67 68
69
70 71