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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1376
Bartlett & Co Wealth Management
Ohio
$655K -$2.83K -13 -0.5%
AIA
1377
Avalon Investment & Advisory
Texas
$652K +$58.6K +269 +11%
MG
1378
Mather Group
Illinois
$651K -$28.1K -129 -5%
ZCA
1379
Zeke Capital Advisors
Pennsylvania
$650K +$9.14K +42 +2%
LAM
1380
Lakewood Asset Management
Illinois
$648K +$589K +2,705 New
WP
1381
Waycross Partners
Kentucky
$647K -$2.32M -10,643 -80%
TBC
1382
Ted Buchan & Co
California
$647K +$588K +2,700 New
CFA
1383
Capstone Financial Advisors
Illinois
$647K +$1.09K +5 +0.2%
FIM
1384
Fernwood Investment Management
Massachusetts
$646K -$21.8K -100 -4%
PHIC
1385
Pine Haven Investment Counsel
Massachusetts
$646K +$15.9K +73 +3%
LOIP
1386
Live Oak Investment Partners
Texas
$644K – – –
BEI
1387
Benjamin Edwards Inc
Missouri
$640K +$44.4K +204 +8%
LC
1388
LCNB Corp
Ohio
$639K – – –
CAM
1389
Carret Asset Management
New York
$638K -$871 -4 -0.1%
IB
1390
Intrust Bank
Kansas
$638K -$20.7K -95 -3%
NG
1391
Northstar Group
New York
$634K -$18.5K -85 -3%
ECM
1392
Evergreen Capital Management
Washington
$632K +$25.9K +119 +5%
PP
1393
PrairieView Partners
Minnesota
$632K – – –
MMM
1394
Mendel Money Management
Illinois
$632K – – –
PFSC
1395
Peoples Financial Services Corp
Pennsylvania
$630K +$5.44K +25 +1%
HIA
1396
Harbor Investment Advisory
Maryland
$629K -$201K -923 -26%
AAG
1397
Armstrong Advisory Group
Massachusetts
$629K +$571K +2,624 New
CF
1398
Cantor Fitzgerald
New York
$623K +$566K +2,600 New
RFG
1399
Range Financial Group
Oregon
$623K +$178K +819 +46%
AFG
1400
Allegheny Financial Group
Pennsylvania
$621K -$2.18K -10 -0.4%
54 55
56
57 58