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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1276
Ballast Advisors
Minnesota
$834K -$223 -1 -0%
RPCONE
1277
Retirement Planning Company of New England
Rhode Island
$828K -$669 -3 -0.1%
CB
1278
CNB Bank
Pennsylvania
$828K +$95K +426 +14%
SAG
1279
SageView Advisory Group
California
$825K +$42.8K +192 +6%
JWA
1280
JFS Wealth Advisors
Pennsylvania
$824K -$24.3K -109 -3%
RWA
1281
Rooted Wealth Advisors
Illinois
$822K +$45K +202 +6%
TIA
1282
Tiemann Investment Advisors
California
$821K +$31.2K +140 +4%
MBT
1283
Montecito Bank & Trust
California
$816K -$89.2K -400 -11%
HWA
1284
HHM Wealth Advisors
Tennessee
$814K -$123K -550 -14%
SFS
1285
Security Financial Services
Indiana
$814K +$17.8K +80 +2%
CWA
1286
Clarus Wealth Advisors
Arizona
$814K +$34.3K +154 +5%
NB
1287
Nicolet Bankshares
Wisconsin
$810K – – –
FFA
1288
Founders Financial Alliance
North Carolina
$810K +$190K +853 +35%
HCA
1289
Heck Capital Advisors
Wisconsin
$803K -$6.02K -27 -0.8%
VWA
1290
Visionary Wealth Advisors
Illinois
$803K -$118K -529 -14%
MCM
1291
Mitchell Capital Management
Kansas
$802K -$74.5K -334 -9%
SAM
1292
Sawgrass Asset Management
Florida
$801K – – –
BA
1293
Birinyi Associates
Connecticut
$800K – – –
LWAM
1294
Legacy Wealth Asset Management
Minnesota
$797K -$5.13K -23 -0.7%
CT
1295
Colonial Trust
South Carolina
$797K +$1.11K +5 +0.2%
SN
1296
Sittner & Nelson
Oregon
$796K +$183K +820 +34%
AIA
1297
Alera Investment Advisors
Illinois
$795K +$29.4K +132 +4%
WE
1298
Wealth Effects
Massachusetts
$794K +$7.13K +32 +1%
AP
1299
Atwood & Palmer
Missouri
$789K – – –
FHC
1300
First Heartland Consultants
Missouri
$789K -$7.8K -35 -1%
50 51
52
53 54