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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1176
Advisor OS
Illinois
$5.47M +$650K +740 +17%
CWAF
1177
Core Wealth Advisors (Florida)
Florida
$5.47M -$17.6K -20 -0.4%
SWA
1178
Stratos Wealth Advisors
Ohio
$5.46M +$114K +130 +3%
HWA
1179
HHM Wealth Advisors
Tennessee
$5.44M +$13.2K +15 +0.3%
BFO
1180
Biltmore Family Office
North Carolina
$5.44M -$771K -878 -15%
EIA
1181
Eldridge Investment Advisors
New Hampshire
$5.44M -$22.8K -26 -0.5%
WR
1182
WD Rutherford
Oregon
$5.43M -$131K -149 -3%
HWA
1183
HCR Wealth Advisors
California
$5.43M +$34.3K +39 +0.8%
AWAG
1184
ARS Wealth Advisors Group
Florida
$5.43M +$44.8K +51 +1%
OCM
1185
Orleans Capital Management
Louisiana
$5.42M +$187K +213 +4%
LBWM
1186
Left Brain Wealth Management
Illinois
$5.41M +$323K +368 +8%
BIA
1187
Beacon Investment Advisors
Maryland
$5.4M -$4.39K -5 -0.1%
BAM
1188
BOS Asset Management
Illinois
$5.39M -$561K -639 -11%
IUHSA
1189
Itau Unibanco Holding S.A.
Brazil
$5.39M – – –
RWB
1190
RMR Wealth Builders
New Jersey
$5.39M +$2.82M +3,213 +174%
CFP
1191
Catalyst Financial Partners
Massachusetts
$5.38M +$9.66K +11 +0.2%
DWM
1192
Diversify Wealth Management
Utah
$5.37M +$589K +670 +12%
DAS
1193
Diversify Advisory Services
Utah
$5.37M +$4.31M +4,901 +392%
XWM
1194
Xcel Wealth Management
Florida
$5.37M -$29.9K -34 -0.7%
TCA
1195
Tortoise Capital Advisors
Kansas
$5.36M +$2M +2,280 +83%
COA
1196
Crown Oak Advisors
California
$5.36M -$691K -787 -14%
IP
1197
Isthmus Partners
Wisconsin
$5.35M -$20.2K -23 -0.5%
PE
1198
PCM Encore
Colorado
$5.34M -$80.8K -92 -2%
ZBNA
1199
Zions Bancorporation, National Association
Utah
$5.33M +$2.06M +2,349 +89%
ACM
1200
Alight Capital Management
New York
$5.32M -$4.39M -5,000 -50%
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