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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1376
Auxier Asset Management
Oregon
$1.08M – – –
1WM
1377
1858 Wealth Management
Ohio
$1.07M -$95.4K -275 -8%
WIC
1378
Wilkins Investment Counsel
Massachusetts
$1.07M +$64.1K +185 +6%
KWMG
1379
King Wealth Management Group
Florida
$1.07M +$10.7K +31 +1%
RWA
1380
Rooted Wealth Advisors
Illinois
$1.07M -$238K -685 -19%
BPAMU
1381
BTG Pactual Asset Management US
New York
$1.07M +$1.11M +3,206 New
TPCW
1382
TD Private Client Wealth
New York
$1.07M +$40.9K +118 +4%
MCM
1383
Manchester Capital Management
Vermont
$1.06M +$89.8K +259 +9%
WQ
1384
Wealth Quarterback
New Jersey
$1.06M -$66.9K -193 -6%
CT
1385
Colonial Trust
South Carolina
$1.06M – – –
GG
1386
Gleason Group
Kentucky
$1.06M +$4.16K +12 +0.4%
IC
1387
Inscription Capital
Texas
$1.06M -$193K -557 -15%
AIC
1388
Archer Investment Corporation
Indiana
$1.06M +$111K +320 +11%
GC
1389
Grimes & Company
Massachusetts
$1.06M +$29.1K +84 +3%
NRD
1390
Nebula Research & Development
New York
$1.06M +$1.1M +3,171 New
APC
1391
Aspire Private Capital
North Carolina
$1.06M +$73.2K +211 +7%
SAM
1392
SignalPoint Asset Management
Missouri
$1.06M +$347 +1 +0%
WIA
1393
World Investment Advisors
California
$1.06M +$1.1M +3,169 New
TAM
1394
Taurus Asset Management
New York
$1.05M -$34.7K -100 -3%
MWA
1395
Monograph Wealth Advisors
California
$1.05M +$1.09M +3,157 New
PWA
1396
Provenance Wealth Advisors
Florida
$1.05M -$8.67K -25 -0.8%
RPC
1397
Rossmore Private Capital
Connecticut
$1.04M -$32.9K -95 -3%
CIA
1398
Compass Ion Advisors
Pennsylvania
$1.04M – – –
SI
1399
Saxon Interests
Texas
$1.04M +$38.1K +110 +4%
RMDI
1400
R.M. Davis Inc
Maine
$1.04M -$99.9K -288 -8%
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