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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2501
Southland Equity Partners
Missouri
$533K -$3.33K -6 -0.6%
FUBT
2502
First United Bank & Trust
Maryland
$533K -$2.78K -5 -0.5%
CWM
2503
Chemistry Wealth Management
New York
$531K +$5.56K +10 +1%
BA
2504
Ballew Advisors
Mississippi
$530K -$3.89K -7 -0.8%
MKW
2505
Mullaney, Keating & Wright
Connecticut
$530K – – –
RFG
2506
REAP Financial Group
Texas
$530K +$80K +144 +18%
FCG
2507
Fielder Capital Group
Tennessee
$529K +$214K +385 +72%
ACA
2508
Anchor Capital Advisors
Massachusetts
$528K – – –
HFS
2509
Heritage Financial Services
Massachusetts
$526K +$4.45K +8 +0.9%
CIC
2510
Chase Investment Counsel
Virginia
$526K -$15.6K -28 -3%
LEA
2511
Legacy Edge Advisors
New York
$526K -$10.6K -19 -2%
JJBC
2512
James J. Burns & Company
New York
$525K – – –
MWP
2513
Madison Wealth Partners
Wisconsin
$525K +$29.5K +53 +6%
GDP
2514
Great Diamond Partners
Maine
$524K -$6.11K -11 -1%
WAM
2515
Winslow Asset Management
Ohio
$524K – – –
NP
2516
Ninepoint Partners
Ontario, Canada
$524K +$185K +333 +57%
LFA
2517
Laraway Financial Advisors
Minnesota
$523K – – –
NCM
2518
Novare Capital Management
North Carolina
$523K +$1.67K +3 +0.3%
MF
2519
Manchester Financial
California
$523K -$6.11K -11 -1%
MHC
2520
May Hill Capital
Massachusetts
$522K +$34.5K +62 +7%
BDF
2521
Black Diamond Financial
Maryland
$522K – – –
MAM
2522
McLean Asset Management
Virginia
$521K +$6.67K +12 +1%
SAM
2523
Secure Asset Management
Michigan
$520K +$86.7K +156 +21%
KCFA
2524
Key Client Fiduciary Advisors
New Jersey
$519K +$1.11K +2 +0.2%
MCI
2525
MRP Capital Investments
Georgia
$518K -$108K -195 -18%
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