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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1276
JFS Wealth Advisors
Pennsylvania
$632K -$1.62K -7 -0.2%
4WM
1277
44 Wealth Management
Oregon
$631K +$243K +1,050 +57%
THWM
1278
Taylor Hoffman Wealth Management
Virginia
$629K -$7.39K -32 -1%
HIS
1279
Harvest Investment Services
Illinois
$627K +$666K +2,882 New
PWM
1280
Perigon Wealth Management
California
$623K +$109K +474 +20%
MHIC
1281
Marble Harbor Investment Counsel
Massachusetts
$621K – – –
WP
1282
WealthShield Partners
North Carolina
$621K +$38.8K +168 +6%
HWA
1283
HCR Wealth Advisors
California
$620K – – –
CCM
1284
Covington Capital Management
California
$620K +$187K +811 +40%
ITIM
1285
Indiana Trust & Investment Management
Indiana
$619K +$58.2K +252 +8%
V
1286
VeraBank
Texas
$617K – – –
SGK
1287
Steigerwald Gordon & Koch
Virginia
$616K -$2.08K -9 -0.3%
SFSG
1288
Sound Financial Strategies Group
Mississippi
$616K +$50.3K +218 +8%
MBTD
1289
Mechanics Bank - Trust Department
California
$615K -$113K -490 -15%
CAM
1290
Cozad Asset Management
Illinois
$613K -$46.2K -200 -7%
GWM
1291
Gray Wealth Management
Maine
$610K +$58.2K +252 +10%
PC
1292
Peavine Capital
Nevada
$609K – – –
SNB
1293
Security National Bank
Nebraska
$609K +$12.9K +56 +2%
PAG
1294
Private Advisory Group
Washington
$609K +$444K +1,922 +219%
PAA
1295
Peregrine Asset Advisers
Oregon
$608K +$281K +1,218 +77%
FFS
1296
Founders Financial Securities
Maryland
$607K -$915K -3,962 -59%
DAM
1297
Derbend Asset Management
Georgia
$606K +$643K +2,783 New
QCG
1298
Quadrant Capital Group
Ohio
$603K +$25.6K +111 +4%
SB
1299
Strategic Blueprint
Georgia
$601K +$172K +744 +37%
BMC
1300
Benin Management Corp
Connecticut
$600K – – –
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