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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2726
Carson Advisory
Georgia
$257K +$2.13K +5 +0.9%
FCG
2727
Fielder Capital Group
Tennessee
$257K +$2.13K +5 +0.9%
DPI
2728
Diversified Portfolios Inc
Michigan
$256K – – –
ATC
2729
Advantage Trust Company
Kansas
$256K -$171K -400 -43%
NCM
2730
Next Capital Management
New York
$255K +$228K +535 New
BW
2731
Blalock Williams
Alabama
$255K +$228K +534 New
CM
2732
Capula Management
Cayman Islands
$255K +$228K +534 New
KCP
2733
Kera Capital Partners
California
$255K +$228K +534 New
VCP
2734
Vista Capital Partners
Oregon
$254K +$227K +532 New
PIP
2735
Peachtree Investment Partners
Florida
$254K +$227K +532 New
PAS
2736
PKS Advisory Services
New York
$254K -$8.11K -19 -3%
ACC
2737
Acorn Creek Capital
Colorado
$253K +$227K +531 New
SFCL
2738
Strengthening Families & Communities LLC
Massachusetts
$253K +$226K +530 New
CIM
2739
Contravisory Investment Management
Massachusetts
$253K +$12.8K +30 +6%
IIA
2740
Integral Investment Advisors
California
$252K +$226K +529 New
MWA
2741
MN Wealth Advisors
Kansas
$251K +$225K +526 New
PAM
2742
Parvin Asset Management
South Dakota
$251K +$11.1K +26 +5%
WJA
2743
Willis Johnson & Associates
Texas
$251K +$224K +525 New
SWM
2744
Seed Wealth Management
Illinois
$251K -$391K -915 -64%
AC
2745
Asio Capital
Kentucky
$251K +$224K +525 New
CIS
2746
Custom Index Systems
New York
$250K +$224K +524 New
CWM
2747
Cherrydale Wealth Management
New Jersey
$249K – – –
GCM
2748
Gallacher Capital Management
Colorado
$249K -$5.55K -13 -2%
JBA
2749
Johnson Bixby & Associates
Washington
$249K – – –
SP
2750
Symmetry Partners
Connecticut
$248K +$222K +520 New
108 109
110
111 112