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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2576
Axim Planning & Wealth
Ohio
$916K +$24.6K +28 +3%
WCFA
2577
Walkner Condon Financial Advisors
Wisconsin
$915K +$3.51K +4 +0.5%
FAG
2578
Fortitude Advisory Group
Washington
$914K -$52.7K -60 -7%
MFP
2579
Meridian Financial Partners
Virginia
$912K -$204K -232 -19%
WWC
2580
Waypoint Wealth Counsel
Georgia
$912K +$65.9K +75 +10%
PCA
2581
Peddock Capital Advisors
Massachusetts
$910K +$146K +166 +24%
SFPG
2582
Stonebridge Financial Planning Group
Florida
$909K +$15.8K +18 +2%
BWP
2583
Burling Wealth Partners
Illinois
$906K +$5.27K +6 +0.7%
JTWM
2584
Jackson Thornton Wealth Management
Alabama
$906K +$88.7K +101 +13%
FC
2585
Financial Council
Maryland
$905K – – –
SRCM
2586
Signature Resources Capital Management
California
$905K +$40.4K +46 +6%
FBT
2587
First Bank & Trust
South Dakota
$904K +$196K +223 +36%
SWA
2588
SOA Wealth Advisors
New York
$903K -$57.1K -65 -7%
CA
2589
Claro Advisors
Massachusetts
$900K +$82.6K +94 +13%
SFB
2590
STAR Financial Bank
Indiana
$899K -$5.27K -6 -0.7%
LWMM
2591
Legacy Wealth Management (Mississippi)
Mississippi
$898K +$741K +843 New
IIA
2592
ICW Investment Advisors
Arizona
$897K – – –
WCM
2593
WealthBridge Capital Management
Ohio
$897K +$1.76K +2 +0.2%
WFA
2594
WestHill Financial Advisors
California
$896K -$501K -570 -40%
AWM
2595
Adams Wealth Management
Utah
$896K -$22K -25 -3%
UFF
2596
USA Financial Formulas
Michigan
$895K -$117K -133 -14%
CIAM
2597
Caitong International Asset Management
Hong Kong
$892K -$563K -641 -43%
RG
2598
RHL Group
Michigan
$890K +$3.51K +4 +0.5%
MWM
2599
Mascagni Wealth Management
Mississippi
$890K +$878 +1 +0.1%
KCP
2600
Kera Capital Partners
California
$888K -$60.6K -69 -8%
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