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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
651
Level Four Advisory Services
Texas
$937K -$8.74K -86 -0.9%
OA
652
Oxbow Advisors
Texas
$937K – – –
WG
653
Welch Group
Alabama
$936K +$48.2K +474 +6%
PWSG
654
Pacific Wealth Strategies Group
California
$920K +$170K +1,674 +24%
WA
655
WFG Advisors
Texas
$917K +$3.35K +33 +0.4%
WA
656
WBH Advisory
Maryland
$915K -$9.45K -93 -1%
TSS
657
Thomas Story & Son
Indiana
$903K – – –
FPCG
658
Fort Pitt Capital Group
Pennsylvania
$898K +$1.22K +12 +0.1%
SAM
659
Sawgrass Asset Management
Florida
$893K – – –
BG
660
Bahl & Gaynor
Ohio
$892K -$13.6K -134 -2%
FIM
661
Fernwood Investment Management
Massachusetts
$892K – – –
PVWM
662
Point View Wealth Management
New Jersey
$873K – – –
CTI
663
Community Trust & Investment
Kentucky
$870K – – –
DSN
664
D. Scott Neal
Kentucky
$864K – – –
MCIM
665
Meadow Creek Investment Management
Georgia
$863K -$22.3K -220 -3%
PAG
666
Private Advisory Group
Washington
$862K +$112K +1,106 +16%
FIG
667
FundX Investment Group
California
$860K – – –
CG
668
Caprock Group
Idaho
$855K +$9.65K +95 +1%
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$852K -$54.3K -535 -6%
QSS
670
Quantitative Systematic Strategies
Florida
$849K -$102K -1,002 -11%
CPA
671
Court Place Advisors
Maryland
$844K +$5.08K +50 +0.6%
WC
672
Woodstock Corp
Massachusetts
$840K -$15.9K -157 -2%
QIM
673
Quest Investment Management
Oregon
$839K +$37.6K +370 +5%
BFA
674
Bragg Financial Advisors
North Carolina
$836K – – –
FWM
675
Focused Wealth Management
New York
$832K -$914 -9 -0.1%
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