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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
3501
Z3 Capital Partners
Virginia
$205K -$41.6K -60 -17%
MBFW
3502
Morton Brown Family Wealth
Pennsylvania
$205K – – –
TCM
3503
TruNorth Capital Management
Michigan
$205K +$201K +290 New
VFA
3504
Values First Advisors
Tennessee
$205K +$201K +290 New
TPF
3505
Tribridge Partners Financial
Maryland
$205K +$198K +286 New
LGW
3506
Leslie Global Wealth
Illinois
$205K +$200K +289 New
PWG
3507
Private Wealth Group
Florida
$205K +$200K +289 New
WAM
3508
Weinberger Asset Management
California
$205K +$200K +289 New
BC
3509
Barrett & Company
Rhode Island
$204K +$13.9K +20 +7%
WMWM
3510
Whitaker-Myers Wealth Managers
Ohio
$204K -$69.3K -100 -26%
TFGT
3511
TS Financial Group (TSFG)
Illinois
$204K -$2.77K -4 -1%
FH
3512
Financial Harvest
Florida
$204K +$199K +288 New
OP
3513
Oath Planning
Oklahoma
$204K +$199K +287 New
OCG
3514
Opus Capital Group
Ohio
$203K +$198K +286 New
APC
3515
Aspire Private Capital
North Carolina
$203K +$198K +286 New
IW
3516
Instrumental Wealth
Florida
$203K +$6.93K +10 +4%
HFS
3517
Hoge Financial Services
Pennsylvania
$202K +$198K +286 New
TCMP
3518
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K +$197K +285 New
PWM
3519
PTM Wealth Management
United States
$202K +$194K +280 New
SP
3520
Sequent Planning
Nebraska
$202K +$197K +285 New
SA
3521
Scarborough Advisors
Maryland
$201K +$197K +284 New
AIA
3522
Accelerate Investment Advisors
California
$201K +$197K +284 New
CB
3523
Centennial Bank
Arkansas
$200K – – –
WA
3524
Waystone Advisors
Washington
$200K +$196K +283 New
CCMI
3525
Creative Capital Management Investments
California
$198K +$35.3K +51 +22%
139 140
141
142 143