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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
2776
Peak Retirement Planning
Ohio
$241K +$216K +505 New
BFPW
2777
BOK Financial Private Wealth
Colorado
$240K +$11.5K +27 +6%
WWM
2778
Whalen Wealth Management
Nevada
$240K -$109K -255 -34%
KL
2779
KWMG LLC
Kansas
$240K +$215K +503 New
HFF
2780
Halter Ferguson Financial
Indiana
$239K -$34.2K -80 -14%
NCM
2781
Nelson Capital Management
California
$239K +$214K +501 New
BA
2782
Baugh & Associates
Georgia
$239K +$213K +500 New
BFA
2783
Benningfield Financial Advisors
California
$239K +$213K +500 New
DC
2784
Dorval Corp
Minnesota
$239K +$213K +500 New
FPTW
2785
Franklin, Parlapiano, Turner & Welch
Texas
$239K +$213K +500 New
HVP
2786
Hudson Value Partners
Florida
$239K +$213K +500 New
JGIA
2787
Jackson Grant Investment Advisers
Connecticut
$239K +$213K +500 New
KCM
2788
Kendall Capital Management
Maryland
$239K +$213K +500 New
LWMI
2789
Landmark Wealth Management (Illinois)
Illinois
$239K +$213K +500 New
PCM
2790
Passive Capital Management
Maryland
$239K +$213K +500 New
SWP
2791
Significant Wealth Partners
Illinois
$239K +$213K +500 New
TFP
2792
Tilia Fiduciary Partners
North Carolina
$238K -$74.3K -174 -26%
OGF
2793
Orin Green Financial
California
$238K +$213K +499 New
HFS
2794
Howard Financial Services
Texas
$238K +$213K +498 New
VW
2795
Vance Wealth
California
$237K +$212K +497 New
AWAP
2796
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$212K +496 New
MAM
2797
Marotta Asset Management
Virginia
$236K +$210K +491 New
TCM
2798
TD Capital Management
Tennessee
$235K -$9.82K -23 -4%
FWM
2799
FMB Wealth Management
California
$235K +$210K +493 New
BOPW
2800
Brandywine Oak Private Wealth
Pennsylvania
$235K +$210K +493 New
110 111
112
113 114