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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
851
Weatherly Asset Management
California
$1.85M +$359K +1,713 +26%
IP
852
Intellectus Partners
California
$1.85M +$16.1K +77 +0.9%
UAS
853
United Asset Strategies
New York
$1.84M +$1.2M +5,715 +223%
IA
854
IFP Advisors
Florida
$1.83M +$2.16M +10,287 +111%
SWM
855
SeaCrest Wealth Management
New York
$1.83M +$17K +81 +1%
OC
856
Oarsman Capital
Wisconsin
$1.83M +$286K +1,364 +20%
BSW
857
Buckingham Strategic Wealth
Missouri
$1.83M -$5.66K -27 -0.3%
IP
858
Ignite Planners
California
$1.82M +$80.7K +385 +5%
CIA
859
Cascade Investment Advisors
Oregon
$1.82M +$96.5K +460 +6%
FIM
860
Fruth Investment Management
Texas
$1.81M – – –
CL
861
Choreo LLC
Illinois
$1.8M -$389K -1,854 -19%
LFAS
862
Level Four Advisory Services
Texas
$1.8M -$379K -1,806 -18%
ACM
863
AlphaStar Capital Management
North Carolina
$1.8M -$102K -486 -6%
TPCW
864
TD Private Client Wealth
New York
$1.8M -$96.5K -460 -5%
SBIA
865
Sheaff Brock Investment Advisors
Indiana
$1.79M -$23.5K -112 -1%
CCA
866
Cobblestone Capital Advisors
New York
$1.79M +$5.66K +27 +0.3%
CK
867
Cohen Klingenstein
New York
$1.78M – – –
DT
868
Diversified Trust
Tennessee
$1.77M -$427K -2,035 -20%
WWM
869
Windsor Wealth Management
Indiana
$1.76M -$13K -62 -0.8%
GJIC
870
Gamble Jones Investment Counsel
California
$1.76M -$10.5K -50 -0.6%
OPCM
871
Osborne Partners Capital Management
California
$1.76M -$178K -849 -10%
BS
872
Boenning & Scattergood
Pennsylvania
$1.76M +$56.8K +271 +4%
DIA
873
Dana Investment Advisors
Wisconsin
$1.75M -$77.6K -370 -4%
GFA
874
Gifford Fong Associates
California
$1.74M – – –
IWC
875
Integrated Wealth Concepts
Massachusetts
$1.74M -$11.7K -56 -0.7%
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