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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2876
Objective Capital Management
Ohio
$333K – – –
OIS
2877
OneAscent Investment Solutions
Alabama
$333K -$153K -275 -32%
LHP
2878
Lexington Hill Partners
Texas
$332K +$322K +580 New
SP
2879
Symmetry Partners
Connecticut
$332K +$32.8K +59 +11%
OA
2880
Oak Associates
Ohio
$332K – – –
PB
2881
Pinnacle Bancorp
Nebraska
$332K – – –
HFF
2882
Halter Ferguson Financial
Indiana
$332K +$43.4K +78 +16%
CPWA
2883
Cerro Pacific Wealth Advisors
California
$331K -$556 -1 -0.2%
LWA
2884
LifeGoal Wealth Advisors
New York
$331K +$321K +577 New
GRR
2885
Golden Reserve Retirement
Ohio
$330K +$321K +577 New
CIA
2886
Caerus Investment Advisors
Texas
$330K +$320K +576 New
CAM
2887
Capital Asset Management
Colorado
$330K +$320K +576 New
OIC
2888
Orion Investment Company
Missouri
$329K – – –
PCFFS
2889
Pacific Center for Financial Services
California
$329K – – –
IAG
2890
Ipsen Advisor Group
Arkansas
$329K -$50.6K -91 -14%
RP
2891
Rowlandmiller & Partners
Georgia
$328K +$78.9K +142 +33%
CBT
2892
CoreFirst Bank & Trust
Kansas
$328K -$299K -538 -48%
TS
2893
TradeWell Securities
Indiana
$328K +$556 +1 +0.2%
BW
2894
Blalock Williams
Alabama
$328K +$21.1K +38 +7%
PA
2895
PharVision Advisers
Florida
$328K +$318K +572 New
NFSG
2896
Newbridge Financial Services Group
Florida
$328K -$55.6K -100 -15%
RB
2897
Renasant Bank
Mississippi
$327K -$13.9K -25 -4%
MWA
2898
Motive Wealth Advisors
Michigan
$327K -$556 -1 -0.2%
ACC
2899
Acorn Creek Capital
Colorado
$326K +$21.1K +38 +7%
CCM
2900
Cloud Capital Management
Washington
$326K +$13.3K +24 +4%
114 115
116
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