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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1351
Lion Street Advisors
Texas
$730K +$133K +596 +20%
FPAS
1352
Focus Partners Advisor Solutions
Missouri
$728K +$151K +678 +30%
HA
1353
Harfst & Associates
Wyoming
$727K – – –
BST
1354
Bath Savings Trust
Maine
$726K +$132K +591 +25%
FCP
1355
Fidelis Capital Partners
Florida
$725K +$7.8K +35 +1%
FMN
1356
Financial Management Network
California
$724K +$669 +3 +0.1%
CW
1357
CIC Wealth
Maryland
$723K +$223 +1 +0%
LB
1358
Leo Brokerage
Texas
$721K +$5.13K +23 +0.8%
TYCC
1359
Texas Yale Capital Corp
Florida
$721K -$16.7K -75 -2%
SFS
1360
Stiles Financial Services
Minnesota
$720K -$15.8K -71 -2%
AMBIA
1361
Allen Mooney & Barnes Investment Advisors
Georgia
$717K +$21K +94 +3%
TBC
1362
Ted Buchan & Co
California
$713K +$105K +469 +19%
IIC
1363
Ironwood Investment Counsel
Arizona
$711K +$1.56K +7 +0.2%
KFS
1364
Kurt F. Somerville
$711K -$5.57K -25 -0.9%
CWM
1365
Cahaba Wealth Management
Georgia
$710K +$184K +824 +40%
PG
1366
Prostatis Group
Maryland
$706K +$147M +661,180 +22,135%
CWP
1367
Cyndeo Wealth Partners
Florida
$706K +$2.23K +10 +0.3%
MMM
1368
Mendel Money Management
Illinois
$706K +$44.1K +198 +7%
BI
1369
Ballast Inc
Kentucky
$705K – – –
APG
1370
Abacus Planning Group
South Carolina
$703K +$223 +1 +0%
CHJWM
1371
Carlton Hofferkamp & Jenks Wealth Management
Texas
$702K -$3.34K -15 -0.6%
ORAM
1372
One River Asset Management
Connecticut
$701K +$289K +1,296 +83%
MFC
1373
Mechanics Financial Corp
Ohio
$700K +$122K +545 +24%
WF
1374
Wayfinding Financial
Washington
$699K +$16.3K +73 +3%
GP
1375
Girard Partners
Pennsylvania
$698K -$27.2K -122 -4%
53 54
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56 57