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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1226
Regal Investment Advisors
Michigan
$565K -$1.11M -6,064 -64%
BA
1227
Ballast Advisors
Minnesota
$563K – – –
WA
1228
Wealth Architects
California
$562K -$23.7K -130 -4%
PWMAG
1229
Pinnacle Wealth Management Advisory Group
New Jersey
$561K -$51.1K -280 -8%
TF
1230
Tompkins Financial
New York
$559K – – –
LC
1231
Lavaca Capital
Texas
$559K +$329K +1,800 +176%
RCAG
1232
Rehmann Capital Advisory Group
Michigan
$559K +$13.3K +73 +2%
CRIG
1233
Charter Research & Investment Group
Connecticut
$558K – – –
LWAM
1234
Legacy Wealth Asset Management
Minnesota
$556K -$309K -1,690 -33%
KIG
1235
Kowal Investment Group
Wisconsin
$556K +$72.7K +398 +13%
RPCONE
1236
Retirement Planning Company of New England
Rhode Island
$553K +$5.48K +30 +0.9%
TSS
1237
Two Sigma Securities
New York
$551K +$81.5K +446 +15%
FB
1238
Fulton Bank
Pennsylvania
$551K +$113K +616 +22%
MHIC
1239
Marble Harbor Investment Counsel
Massachusetts
$550K – – –
IIC
1240
Ironwood Investment Counsel
Arizona
$550K +$8.77K +48 +1%
WTA
1241
Washington Trust Advisors
Massachusetts
$547K – – –
9WM
1242
9258 Wealth Management
Ohio
$543K +$65.2K +357 +12%
KWMG
1243
King Wealth Management Group
Florida
$542K +$365 +2 +0.1%
IAIM
1244
International Assets Investment Management
Florida
$542K +$95.7K +524 +19%
CHA
1245
Carmichael Hill & Associates
Maryland
$541K – – –
AA
1246
Altman Advisors
Illinois
$541K +$603K +3,300 New
SAMT
1247
Select Asset Management & Trust
Pennsylvania
$537K -$219K -1,200 -27%
TC
1248
Trust Company
Kansas
$537K – – –
AIC
1249
Archer Investment Corporation
Indiana
$536K – – –
SAM
1250
Sawgrass Asset Management
Florida
$536K -$10.4K -57 -2%
48 49
50
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