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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2676
Baltimore-Washington Financial Advisors
Maryland
$829K +$64.1K +73 +10%
AF
2677
Atala Financial
California
$828K – – –
MWM
2678
Meadowbrook Wealth Management
New York
$828K -$417K -475 -36%
MLFP
2679
MPS Loria Financial Planners
Illinois
$826K +$1.76K +2 +0.3%
SEP
2680
Signature Equity Partners
Ohio
$825K -$87K -99 -11%
JDLA
2681
J. Derek Lewis & Associates
California
$823K +$14.9K +17 +2%
TWP
2682
Tenet Wealth Partners
Illinois
$823K +$828K +942 New
SHFP
2683
Second Half Financial Partners
Florida
$821K -$17.6K -20 -3%
PFW
2684
Petros Family Wealth
Minnesota
$821K -$1.76K -2 -0.3%
MCI
2685
MRP Capital Investments
Georgia
$820K -$22K -25 -3%
MWM
2686
MBE Wealth Management
Wisconsin
$818K +$6.15K +7 +0.9%
LWM
2687
Liberty Wealth Management
California
$817K – – –
HCP
2688
Holt Capital Partners
Texas
$816K +$18.4K +21 +3%
PF
2689
Prota Financial
Texas
$815K -$104K -118 -13%
SIS
2690
Strategic Investment Solutions
Illinois
$814K +$24.6K +28 +4%
BFA
2691
Bright Financial Advisors
Michigan
$813K – – –
EC
2692
EdgeRock Capital
Colorado
$812K +$127K +145 +23%
PAM
2693
PCG Asset Management
New Jersey
$811K -$42.2K -48 -6%
KWA
2694
Kondo Wealth Advisors
California
$810K +$6.15K +7 +0.9%
PCFFS
2695
Pacific Center for Financial Services
California
$808K +$878 +1 +0.1%
NWA
2696
New World Advisors
Massachusetts
$806K -$18.4K -21 -3%
BBES
2697
Buffalo Business & Estate Services
New York
$805K -$667K -759 Closed
BAWM
2698
Bennett Associates Wealth Management
Pennsylvania
$805K +$2.63K +3 +0.4%
EPM
2699
Elm Partners Management
Pennsylvania
$805K +$1.76K +2 +0.3%
DHC
2700
Drum Hill Capital
Connecticut
$804K – – –
106 107
108
109 110