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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2676
Aspetuck Financial Management
Connecticut
$567K – – –
DA
2677
Dover Advisors
Virginia
$565K -$144K -208 -21%
DWM
2678
DecisionMap Wealth Management
Virginia
$564K -$4.85K -7 -0.9%
TA
2679
TrueWealth Advisors
Alabama
$563K -$33.2K -48 -6%
CAC
2680
Certified Advisory Corp
Florida
$563K +$72.7K +105 +15%
MCI
2681
MRP Capital Investments
Georgia
$563K -$76.2K -110 -12%
AGC
2682
Aspen Grove Capital
Colorado
$563K – – –
MWM
2683
MinichMacGregor Wealth Management
New York
$561K +$253K +366 +86%
SHFP
2684
Second Half Financial Partners
Florida
$560K +$13.9K +20 +3%
BFG
2685
Beto Financial Group
Idaho
$559K +$2.77K +4 +0.6%
AF
2686
Aldebaran Financial
$558K +$20.8K +30 +4%
DI
2687
Disciplined Investments
Oklahoma
$558K – – –
GA
2688
Greenspring Advisors
Maryland
$555K +$542K +783 New
TSS
2689
Taylor Securities Services
Pennsylvania
$554K – – –
R
2690
Rebalance
California
$553K -$41.6K -60 -7%
WWC
2691
Waypoint Wealth Counsel
Georgia
$553K -$105K -151 -16%
CRI
2692
Colonial River Investments
Virginia
$553K -$458K -661 -46%
DFP
2693
Donalies Financial Planning
District of Columbia
$553K +$72.7K +105 +16%
CTI
2694
Community Trust & Investment
Kentucky
$553K – – –
RBC
2695
Roble Belko & Company
Pennsylvania
$552K -$77.6K -112 -13%
SSCA
2696
South Shore Capital Advisors
Massachusetts
$552K -$10.4K -15 -2%
WF
2697
WealthPoint Financial
North Carolina
$551K +$100K +145 +23%
NWA
2698
New World Advisors
Massachusetts
$551K -$45K -65 -8%
JCM
2699
Jacobsen Capital Management
Utah
$551K -$31.2K -45 -5%
RWP
2700
Revolve Wealth Partners
New Jersey
$551K +$66.5K +96 +14%
106 107
108
109 110