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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1576
Wimmer Associates 1
California
$933K – – –
EW
1577
Elyxium Wealth
California
$931K +$822K +2,381 New
RPCONE
1578
Retirement Planning Company of New England
Rhode Island
$928K +$52.5K +152 +7%
CFO
1579
CVA Family Office
Colorado
$928K -$32.1K -93 -4%
SIM
1580
Sentry Investment Management
Wisconsin
$926K +$50.8K +147 +7%
RMCM
1581
Reynders McVeigh Capital Management
Massachusetts
$922K +$68.7K +199 +9%
SW
1582
Simplicity Wealth
New Jersey
$922K -$6.33M -18,317 -89%
WTB
1583
Washington Trust Bank
Washington
$919K +$9.32K +27 +1%
TF
1584
Trek Financial
Arizona
$919K +$81.8K +237 +11%
AC
1585
Addison Capital
Pennsylvania
$917K +$345 +1 +0%
GWMI
1586
Guardian Wealth Management (Illinois)
Illinois
$916K -$20.4K -59 -2%
CPBTD
1587
Central Pacific Bank - Trust Division
Hawaii
$915K +$445K +1,290 +123%
AWA
1588
Arbor Wealth Advisors
Michigan
$914K – – –
PA
1589
PSI Advisors
Florida
$914K +$29.7K +86 +4%
AI
1590
Accredited Investors
Minnesota
$910K -$6.56K -19 -0.8%
WFAG
1591
Worth Financial Advisory Group
North Carolina
$908K +$12.4K +36 +2%
WOSD
1592
WFA of San Diego
California
$907K – – –
CHJWM
1593
Carlton Hofferkamp & Jenks Wealth Management
Texas
$904K – – –
IIM
1594
InTrack Investment Management
Vermont
$902K +$28.3K +82 +4%
AIC
1595
Archer Investment Corporation
Indiana
$901K -$300K -870 -27%
HAIM
1596
Hunter Associates Investment Management
Pennsylvania
$901K -$42.5K -123 -5%
T
1597
Tidemark
California
$897K +$691 +2 +0.1%
MBTD
1598
Mechanics Bank - Trust Department
California
$896K -$16.2K -47 -2%
PTP
1599
Platform Technology Partners
New York
$896K -$34.5K -100 -4%
CF
1600
Centaurus Financial
California
$894K -$777K -2,249 -50%
62 63
64
65 66