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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2701
Baron Silver Stevens Financial Advisors
Florida
$550K -$20.1K -29 -4%
MLFP
2702
MPS Loria Financial Planners
Illinois
$549K +$693 +1 +0.1%
PFW
2703
Petros Family Wealth
Minnesota
$548K -$380K -548 -41%
VCM
2704
Vision Capital Management
Oregon
$548K – – –
TWA
2705
Tulsa Wealth Advisors
Oklahoma
$547K -$560K -808 -51%
HCM
2706
Hall Capital Management
Rhode Island
$546K +$12.5K +18 +3%
CCM
2707
Chiron Capital Management
Florida
$545K +$533K +769 New
CWMS
2708
Cannon Wealth Management Services
North Carolina
$542K -$26.3K -38 -5%
WAS
2709
Westco Advisory Services
New York
$542K – – –
FFP
2710
Freedom Financial Partners
Minnesota
$541K -$34.6K -50 -6%
CCM
2711
Cinctive Capital Management
New York
$541K +$529K +764 New
BFA
2712
Bright Financial Advisors
Michigan
$541K – – –
ICM
2713
Intrepid Capital Management
Florida
$541K – – –
SIC
2714
Sterling Investment Counsel
New York
$539K +$12.5K +18 +2%
MWM
2715
MBE Wealth Management
Wisconsin
$539K +$693 +1 +0.1%
GW
2716
Griffith & Werner
Georgia
$539K +$4.85K +7 +0.9%
OFG
2717
Oxford Financial Group
Indiana
$538K +$10.4K +15 +2%
BBES
2718
Buffalo Business & Estate Services
New York
$538K -$9K -13 -2%
WG
2719
Warner Group
Connecticut
$538K +$82.4K +119 +19%
RGC
2720
Roberts, Glore & Co
Illinois
$537K -$4.16K -6 -0.8%
MA
2721
MBA Advisors
Pennsylvania
$537K -$40.9K -59 -7%
PCFFS
2722
Pacific Center for Financial Services
California
$537K +$47.1K +68 +10%
JDLA
2723
J. Derek Lewis & Associates
California
$536K -$11.8K -17 -2%
DHC
2724
Drum Hill Capital
Connecticut
$535K – – –
EWA
2725
Encompass Wealth Advisors
Oregon
$535K -$6.93K -10 -1%
107 108
109
110 111