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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
851
Core Wealth Advisors (Florida)
Florida
$1.94M +$88.2K +405 +5%
VWA
852
V Wealth Advisors
Kansas
$1.94M +$38.5K +177 +2%
CT
853
Cambridge Trust
Massachusetts
$1.92M +$110K +505 +7%
GSC
854
G&S Capital
Colorado
$1.92M -$328K -1,508 -16%
IAMOG
855
Investors Asset Management of Georgia
Georgia
$1.92M +$5.01K +23 +0.3%
TAM
856
Townsend Asset Management
North Carolina
$1.92M – – –
BOSSRA
857
B.O.S.S. Retirement Advisors
Utah
$1.92M +$1.74M +8,008 New
CK
858
Cohen Klingenstein
New York
$1.92M – – –
WP
859
WealthPLAN Partners
Nebraska
$1.91M +$1.7M +7,830 New
CIA
860
Cascade Investment Advisors
Oregon
$1.91M -$9.8K -45 -0.6%
IWA
861
IBEX Wealth Advisors
New Jersey
$1.91M +$1.73M +7,960 New
WAM
862
Weatherly Asset Management
California
$1.91M -$32.4K -149 -2%
TPCW
863
TD Private Client Wealth
New York
$1.9M +$1.96K +9 +0.1%
ATC
864
Argent Trust Co
Tennessee
$1.9M -$39.8K -183 -2%
DWT
865
Dorsey & Whitney Trust
South Dakota
$1.89M -$94.3K -433 -5%
CL
866
Choreo LLC
Illinois
$1.89M +$84K +386 +5%
KCM
867
Kempner Capital Management
Texas
$1.88M -$1.73M -7,950 -50%
UAS
868
United Asset Strategies
New York
$1.87M -$241K -1,107 -12%
GFA
869
Gifford Fong Associates
California
$1.87M – – –
CPO
870
Cerity Partners OCIO
New York
$1.85M -$85.8K -394 -5%
LWAC
871
Laurel Wealth Advisors (California)
California
$1.84M +$189K +869 +13%
SSW
872
Stone Summit Wealth
Florida
$1.84M +$25K +115 +2%
UCB
873
United Community Bank
South Carolina
$1.84M -$68.1K -313 -4%
USCWA
874
U.S. Capital Wealth Advisors
Texas
$1.84M -$234K -1,073 -12%
DFA
875
DHJJ Financial Advisors
Illinois
$1.82M -$181K -830 -10%
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