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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
801
Lifeworks Advisors
Michigan
$6.14M -$855K -1,538 -13%
HI
802
Harbour Investments
Wisconsin
$6.13M +$1.49M +2,679 +33%
GS
803
GTS Securities
Florida
$6.13M +$4.74M +8,528 +394%
TF
804
Trek Financial
Arizona
$6.1M +$3.49M +6,271 +143%
TW
805
TritonPoint Wealth
Maryland
$6.09M -$275K -494 -4%
PFA
806
Perryman Financial Advisory
Texas
$6.08M +$5.9M +10,612 New
FMC
807
First Merchants Corp
Indiana
$6.06M -$231K -415 -4%
VIM
808
Vinva Investment Management
Australia
$6.04M -$2.84M -5,107 -33%
JFG
809
Jefferies Financial Group
New York
$6.03M -$9.98M -17,948 -63%
FFN
810
Focus Financial Network
Minnesota
$6.03M +$8.89K +16 +0.2%
ZF
811
Zhang Financial
Michigan
$6.01M -$50.6K -91 -0.9%
ONB
812
Old National Bancorp
Indiana
$5.98M +$47.2K +85 +0.8%
MCM
813
MV Capital Management
Maryland
$5.97M -$63.4K -114 -1%
SIM
814
Studio Investment Management
Illinois
$5.92M -$442K -796 -7%
SWM
815
Shepherd Wealth Management
Ohio
$5.91M +$2.82M +5,066 +124%
RCM
816
RB Capital Management
Nevada
$5.89M +$32.8K +59 +0.6%
CFD
817
Creative Financial Designs
Indiana
$5.88M -$150K -269 -3%
ACIM
818
Azimuth Capital Investment Management
Michigan
$5.87M -$69.5K -125 -1%
DT
819
Diversified Trust
Tennessee
$5.86M +$1.34M +2,404 +31%
LBC
820
Lowe Brockenbrough & Co
Virginia
$5.85M -$135K -242 -2%
MAM
821
Mystic Asset Management
Rhode Island
$5.84M -$186K -335 -3%
CFB
822
Cullen/Frost Bankers
Texas
$5.84M +$180K +323 +3%
WPP
823
Whalerock Point Partners
Rhode Island
$5.83M – – –
PA
824
Procyon Advisors
Connecticut
$5.82M -$27.8K -50 -0.5%
SFO
825
Stenger Family Office
Illinois
$5.77M +$719K +1,293 +15%
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