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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
901
Eldridge Investment Advisors
New Hampshire
$596K -$47.4K -400 -8%
BFO
902
Biltmore Family Office
North Carolina
$596K – – –
MCM
903
MV Capital Management
Maryland
$596K +$11.3K +95 +2%
HCA
904
Heck Capital Advisors
Wisconsin
$595K +$175K +1,480 +46%
JWCA
905
J.W. Coons Advisors
Ohio
$594K -$30.8K -260 -5%
GCP
906
GSA Capital Partners
United Kingdom
$589K +$552K +4,653 New
ZB
907
Zions Bancorporation
Utah
$588K -$64K -540 -10%
CT
908
Chicago Trust
Illinois
$586K +$550K +4,635 New
ACWM
909
Adams Chetwood Wealth Management
North Carolina
$583K – – –
NIPH
910
NN Investment Partners Holdings
Netherlands
$582K – – –
WOC
911
West Oak Capital
California
$577K -$19K -160 -3%
ATWA
912
Arbor Trust Wealth Advisors
Michigan
$576K -$29.6K -250 -5%
VWA
913
Visionary Wealth Advisors
Illinois
$575K +$474 +4 +0.1%
HH
914
Hilltop Holdings
Texas
$575K +$297K +2,505 +123%
COF
915
Capital One Financial
Virginia
$573K -$2.37K -20 -0.4%
CAM
916
CenterStar Asset Management
Illinois
$566K – – –
MBTD
917
Mechanics Bank - Trust Department
California
$564K -$830 -7 -0.2%
WSCM
918
Wellington Shields Capital Management
New York
$563K – – –
FCA
919
FinTrust Capital Advisors
South Carolina
$561K -$12K -101 -2%
WWM
920
Windsor Wealth Management
Indiana
$560K -$1.54K -13 -0.3%
CNFG
921
Creegan & Nassoura Financial Group
New Hampshire
$557K -$20.7K -175 -4%
CS
922
Comerica Securities
Michigan
$556K +$29.2K +246 +6%
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$554K +$4.74K +40 +0.9%
RMCM
924
Reynders McVeigh Capital Management
Massachusetts
$554K +$168K +1,420 +48%
IWC
925
Integrated Wealth Concepts
Massachusetts
$552K -$113K -957 -18%
35 36
37
38 39