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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1376
KG&L Capital Management
Louisiana
$1.08M +$663K +1,911 +143%
JWA
1377
JFS Wealth Advisors
Pennsylvania
$1.08M -$55.8K -161 -5%
AAM
1378
Auxier Asset Management
Oregon
$1.08M – – –
1WM
1379
1858 Wealth Management
Ohio
$1.07M -$95.4K -275 -8%
WIC
1380
Wilkins Investment Counsel
Massachusetts
$1.07M +$64.1K +185 +6%
KWMG
1381
King Wealth Management Group
Florida
$1.07M +$10.7K +31 +1%
RWA
1382
Rooted Wealth Advisors
Illinois
$1.07M -$238K -685 -19%
BPAMU
1383
BTG Pactual Asset Management US
New York
$1.07M +$1.11M +3,206 New
TPCW
1384
TD Private Client Wealth
New York
$1.07M +$40.9K +118 +4%
MCM
1385
Manchester Capital Management
Vermont
$1.06M +$89.8K +259 +9%
WQ
1386
Wealth Quarterback
New Jersey
$1.06M -$66.9K -193 -6%
CT
1387
Colonial Trust
South Carolina
$1.06M – – –
GG
1388
Gleason Group
Kentucky
$1.06M +$4.16K +12 +0.4%
IC
1389
Inscription Capital
Texas
$1.06M -$193K -557 -15%
AIC
1390
Archer Investment Corporation
Indiana
$1.06M +$111K +320 +11%
GC
1391
Grimes & Company
Massachusetts
$1.06M +$29.1K +84 +3%
NRD
1392
Nebula Research & Development
New York
$1.06M +$1.1M +3,171 New
APC
1393
Aspire Private Capital
North Carolina
$1.06M +$73.2K +211 +7%
SAM
1394
SignalPoint Asset Management
Missouri
$1.06M +$347 +1 +0%
WIA
1395
World Investment Advisors
California
$1.06M +$1.1M +3,169 New
TAM
1396
Taurus Asset Management
New York
$1.05M -$34.7K -100 -3%
MWA
1397
Monograph Wealth Advisors
California
$1.05M +$1.09M +3,157 New
PWA
1398
Provenance Wealth Advisors
Florida
$1.05M -$8.67K -25 -0.8%
RPC
1399
Rossmore Private Capital
Connecticut
$1.04M -$32.9K -95 -3%
CIA
1400
Compass Ion Advisors
Pennsylvania
$1.04M – – –
54 55
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57 58