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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1326
Washington Trust Advisors
Massachusetts
$757K – – –
HWAM
1327
Hennion & Walsh Asset Management
New Jersey
$756K -$44.1K -198 -6%
SWA
1328
Sutton Wealth Advisors
Florida
$754K -$26.1K -117 -4%
HWM
1329
Horizon Wealth Management
Illinois
$754K +$1.56K +7 +0.2%
NL
1330
NVWM LLC
Pennsylvania
$753K +$223 +1 +0%
CWM
1331
Cornerstone Wealth Management
Missouri
$751K +$51.7K +232 +8%
JF
1332
Jump Financial
Illinois
$750K +$680K +3,049 New
GA
1333
Geller Advisors
New York
$749K +$229K +1,027 +51%
YDMI
1334
Y.D. More Investments
Israel
$748K +$129K +578 +23%
VSQM
1335
V-Square Quantitative Management
Illinois
$748K -$47.5K -213 -7%
CFG
1336
Cooper Financial Group
California
$747K -$114K -513 -14%
MFG
1337
Menard Financial Group
Texas
$747K -$193K -865 -22%
SFG
1338
StrategIQ Financial Group
Indiana
$743K +$26.8K +120 +4%
TFA
1339
Toth Financial Advisory
Virginia
$742K -$4.01K -18 -0.6%
CIC
1340
Carnegie Investment Counsel
Ohio
$741K -$74.5K -334 -10%
SACTSONJ
1341
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$738K – – –
AS
1342
AM Squared
Hong Kong
$738K +$669K +3,000 New
CGH
1343
CMG Global Holdings
Texas
$736K – – –
BMC
1344
Benin Management Corp
Connecticut
$735K – – –
RCM
1345
Raleigh Capital Management
North Carolina
$734K -$20.1K -90 -3%
CI
1346
CX Institutional
Indiana
$734K +$8.7K +39 +1%
HWA
1347
HCR Wealth Advisors
California
$734K +$223 +1 +0%
FTWA
1348
Fifth Third Wealth Advisors
Ohio
$732K +$38.1K +171 +6%
PP
1349
PrairieView Partners
Minnesota
$731K +$51.3K +230 +8%
HBW
1350
Hazlett, Burt & Watson
West Virginia
$730K -$3.34K -15 -0.5%
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