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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
2926
One Day In July LLC
Vermont
$316K – – –
GRQ
2927
Gardner Russo & Quinn
Pennsylvania
$315K -$83.4K -150 -21%
NFTC
2928
North Forty Two & Co
Oregon
$315K – – –
SSI
2929
Scott & Selber Inc
Texas
$315K – – –
WAM
2930
Wakefield Asset Management
Colorado
$315K – – –
BAS
2931
Breakthru Advisory Services
Wisconsin
$315K +$5.56K +10 +2%
BCM
2932
Beddow Capital Management
Wyoming
$315K -$27.8K -50 -8%
HB
2933
Horizon Bancorp
Indiana
$315K +$6.67K +12 +2%
EW
2934
Element Wealth
Mississippi
$315K +$1.11K +2 +0.4%
KW
2935
KWB Wealth
California
$315K +$9.45K +17 +3%
HIS
2936
Harvest Investment Services
Illinois
$315K +$305K +549 New
TCM
2937
TD Capital Management
Tennessee
$315K +$31.1K +56 +11%
CAS
2938
Coppell Advisory Solutions
Texas
$312K -$27.8K -50 -8%
CTWM
2939
Cherry Tree Wealth Management
Minnesota
$312K +$55.6K +100 +22%
GPW
2940
Genesis Private Wealth
Virginia
$312K +$303K +545 New
JPLA
2941
Joseph P. Lucia & Associates
New York
$311K +$50K +90 +20%
WJA
2942
Willis Johnson & Associates
Texas
$311K +$10K +18 +3%
OWM
2943
Omnitrust Wealth Management
Florida
$309K +$300K +539 New
NCM
2944
Nelson Capital Management
California
$308K +$20.6K +37 +7%
I
2945
InceptionR
California
$307K -$703K -1,265 -70%
KCM
2946
Kendall Capital Management
Maryland
$307K +$20K +36 +7%
AWP
2947
Axis Wealth Partners
Rhode Island
$307K -$5K -9 -2%
NCM
2948
Next Capital Management
New York
$306K – – –
IWP
2949
Innova Wealth Partners
Pennsylvania
$306K +$297K +534 New
IWM
2950
IMG Wealth Management
Florida
$304K +$13.3K +24 +5%
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118
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