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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
3476
Tower View Wealth Management
Wisconsin
$212K +$23.5K +34 +13%
CWM
3477
Castle Wealth Management
Florida
$212K +$207K +299 New
CCA
3478
Coign Capital Advisors
Utah
$211K +$206K +298 New
NCTC
3479
New Covenant Trust Company
Indiana
$211K +$206K +298 New
WF
3480
Whelan Financial
California
$211K +$206K +298 New
HIS
3481
Horizon Investment Services
Indiana
$211K +$206K +297 New
SGWP
3482
Sun Group Wealth Partners
California
$210K +$206K +297 New
PRTG
3483
Post Resch Tallon Group
New York
$210K +$201K +290 New
NIA
3484
NIA Impact Advisors
California
$210K -$364K -525 -64%
DF
3485
Dunhill Financial
United Kingdom
$209K – – –
PFC
3486
Phocas Financial Corp
California
$209K +$204K +295 New
SC
3487
Saturna Capital
Washington
$209K +$204K +295 New
KF
3488
Ketron Financial
California
$209K +$204K +295 New
EFG
3489
Everest Financial Group
Minnesota
$209K +$204K +295 New
FFS
3490
Flavin Financial Services
Florida
$209K +$204K +294 New
MCP
3491
Martin Capital Partners
Oregon
$208K +$204K +294 New
SFS
3492
Symphony Financial Services
Ohio
$208K +$203K +293 New
BSTWA
3493
Blake Schutter Theil Wealth Advisors
Ohio
$208K +$203K +293 New
SWM
3494
Sagace Wealth Management
Florida
$207K -$83.8K -121 -29%
AFW
3495
Atlantic Family Wealth
Florida
$207K +$202K +292 New
RA
3496
Riverstone Advisors
Texas
$207K +$202K +292 New
SI
3497
Stonekeep Investments
New Mexico
$207K +$202K +292 New
DAC
3498
Dividend Assets Capital
South Carolina
$206K +$202K +291 New
DIM
3499
DLK Investment Management
California
$206K +$202K +291 New
SIC
3500
Samalin Investment Counsel
New York
$206K +$202K +291 New
138 139
140
141 142