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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2751
Waddell & Associates
Tennessee
$393K +$381K +686 New
GFL
2752
Granite FO LLC
New Hampshire
$392K – – –
PMG
2753
Private Management Group
California
$392K -$38.9K -70 -9%
CPL
2754
CAP Partners LLC
Tennessee
$392K -$87.3K -157 -19%
PTB
2755
Pioneer Trust Bank
Oregon
$391K – – –
CWA
2756
Crusonia Wealth Advisors
Colorado
$391K +$379K +682 New
RWP
2757
Revolve Wealth Partners
New Jersey
$390K +$8.89K +16 +2%
CNWM
2758
Clay Northam Wealth Management
California
$390K – – –
BGDI
2759
BW Gestao de Investimentos
Brazil
$390K +$378K +680 New
PMA
2760
Prudent Man Advisors
Illinois
$389K – – –
A
2761
Argentarii
Ohio
$389K +$1.11K +2 +0.3%
SWTS
2762
Stonehaven Wealth & Tax Solutions
Wisconsin
$388K +$19.5K +35 +5%
GAM
2763
GEM Asset Management
Michigan
$387K -$16.1K -29 -4%
DFP
2764
Donalies Financial Planning
District of Columbia
$387K +$375K +675 New
BBI
2765
Baxter Bros Inc
Connecticut
$387K +$2.78K +5 +0.7%
BHWM
2766
Beaird Harris Wealth Management
Texas
$386K -$76.1K -137 -17%
FBFS
2767
First Business Financial Services
Wisconsin
$385K -$7.78M -13,995 -95%
RA
2768
Range Advisory
Virginia
$385K +$373K +672 New
BPFA
2769
Barnes Pettey Financial Advisors
Mississippi
$384K -$10.6K -19 -3%
LFG
2770
Leverty Financial Group
Wisconsin
$384K +$22.2K +40 +6%
PCH
2771
PGIM Custom Harvest
New Jersey
$384K +$45.6K +82 +14%
RIA
2772
Rhodes Investment Advisors
Texas
$383K +$372K +669 New
SIS
2773
Strategic Investment Solutions
Illinois
$382K +$277K +499 +297%
C1AG
2774
Client 1st Advisory Group
Florida
$382K +$59.5K +107 +19%
CVM
2775
Cheviot Value Management
California
$381K -$5.56K -10 -2%
109 110
111
112 113