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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIC
2926
Orion Investment Company
Missouri
$407K – – –
SAM
2927
Simplify Asset Management
Nevada
$407K +$398K +574 New
TS
2928
TradeWell Securities
Indiana
$406K +$693 +1 +0.2%
DCBT
2929
Dakota Community Bank & Trust
North Dakota
$406K -$27.7K -40 -7%
MWA
2930
Motive Wealth Advisors
Michigan
$406K +$2.08K +3 +0.5%
ODIJL
2931
One Day In July LLC
Vermont
$405K +$14.5K +21 +4%
AT
2932
Arlington Trust
Alabama
$405K +$91.4K +132 +30%
4A
2933
4Wealth Advisors
Illinois
$405K -$72K -104 -15%
DPI
2934
Diversified Portfolios Inc
Michigan
$404K -$15.9K -23 -4%
AOWM
2935
Alpha Omega Wealth Management
Virginia
$402K -$693 -1 -0.2%
CWA
2936
Consilio Wealth Advisors
Washington
$402K +$2.08K +3 +0.5%
AC
2937
Asio Capital
Kentucky
$401K – – –
EPG
2938
Estate Planners Group
Pennsylvania
$400K -$2.08K -3 -0.5%
IFS
2939
Ifrah Financial Services
Arkansas
$400K -$12.5K -18 -3%
CPC
2940
Consolidated Planning Corp
Georgia
$400K -$11.8M -17,106 -97%
TM
2941
TigerOak Management
New Mexico
$400K – – –
SFS
2942
Strategic Financial Services
New York
$399K – – –
BOTPPF
2943
Board of the Pension Protection Fund
United Kingdom
$397K +$388K +560 New
CFO
2944
Capitol Family Office
Oregon
$396K – – –
MO
2945
McMillan Office
Michigan
$396K +$2.08K +3 +0.5%
FSA
2946
Financial Security Advisor
Virginia
$396K +$35.3K +51 +10%
HAG
2947
HF Advisory Group
Maryland
$396K -$46.4K -67 -11%
LA
2948
Lynch & Associates
Indiana
$395K – – –
MCM
2949
McKinney Capital Management
Texas
$395K +$386K +558 New
IAG
2950
Ipsen Advisor Group
Arkansas
$395K -$11.8K -17 -3%
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118
119 120