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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAP
3026
One Advisory Partners
Kansas
$281K +$273K +491 New
SPI
3027
Sutton Place Investors
New York
$280K +$7.78K +14 +3%
RIG
3028
Renaissance Investment Group
Massachusetts
$280K -$13.9K -25 -5%
PWP
3029
Prasad Wealth Partners
Ohio
$279K +$556 +1 +0.2%
MFWP
3030
Mosaic Family Wealth Partners
Missouri
$279K -$556 -1 -0.2%
VMMC
3031
V.M. Manning & Co
South Carolina
$278K +$270K +485 New
WFP
3032
Wrenne Financial Planning
Kentucky
$278K – – –
BDFN
3033
Bond & Devick Financial Network
Minnesota
$277K +$30.6K +55 +13%
SJL
3034
Shayne & Jacobs LLC
Tennessee
$276K +$1.11K +2 +0.4%
GI
3035
GAMCO Investors
Connecticut
$276K -$52.8K -95 -16%
SFA
3036
Seneca Financial Advisors
New York
$275K +$556 +1 +0.2%
MAM
3037
Mainsail Asset Management
Alabama
$275K +$6.67K +12 +3%
RI
3038
Ruggiero Investments
Florida
$274K +$266K +479 New
BFPW
3039
BOK Financial Private Wealth
Colorado
$273K -$15K -27 -5%
PCS
3040
Private Client Services
Kentucky
$273K +$265K +477 New
MG
3041
Marex Group
$273K +$265K +476 New
PIA
3042
Pinion Investment Advisors
Kansas
$273K +$265K +476 New
FMTC
3043
Farmers & Merchants Trust Company
California
$272K -$719K -1,294 -73%
FLII
3044
First Long Island Investors
New York
$272K – – –
GFA
3045
Godfrey Financial Associates
New York
$272K +$263K +474 New
SFP
3046
Strategic Financial Partners
Oregon
$271K – – –
IAS
3047
Integrity Advisory Solutions
Texas
$271K +$14.5K +26 +6%
SC
3048
Schoolcraft Capital
Colorado
$271K – – –
PHAM
3049
Palisades Hudson Asset Management
Florida
$270K – – –
FF
3050
Foronjy Financial
California
$270K -$43.9K -79 -14%
120 121
122
123 124