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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1601
TOBAM
France
$359K – – –
YIA
1602
YHB Investment Advisors
Connecticut
$359K +$24.4K +121 +7%
JAM
1603
Jupiter Asset Management
United Kingdom
$358K -$29.2M -144,947 -99%
WCM
1604
WealthBridge Capital Management
Ohio
$356K +$25.2K +125 +8%
HCM
1605
Hutchinson Capital Management
California
$355K +$1.61K +8 +0.5%
PFG
1606
Pinnacle Financial Group
Illinois
$355K +$346K +1,716 New
NIM
1607
NuWave Investment Management
New Jersey
$355K +$346K +1,717 New
BWM
1608
BigSur Wealth Management
Florida
$354K – – –
HFBOT
1609
Home Federal Bank of Tennessee
Tennessee
$353K – – –
AC
1610
Addison Capital
Pennsylvania
$353K +$6.04K +30 +2%
LFA
1611
Landmark Financial Advisors
Kentucky
$353K +$68.9K +342 +25%
GBT
1612
Grove Bank & Trust
Florida
$352K – – –
PWMG
1613
Prestige Wealth Management Group
New Jersey
$352K +$12.7K +63 +4%
ARMC
1614
American Research & Management Company
Massachusetts
$351K – – –
TFA
1615
Trinity Financial Advisors
Ohio
$351K – – –
WDA
1616
Wendell David Associates
New Hampshire
$348K +$5.84K +29 +2%
ACA
1617
Affinity Capital Advisors
California
$348K +$30.4K +151 +10%
AMM
1618
American Money Management
California
$347K -$20.7K -103 -6%
CPSAC
1619
Chas P. Smith & Associates (CPS)
Florida
$347K +$6.24K +31 +2%
CAI
1620
Capital Advisors Inc
Oklahoma
$347K +$23.2K +115 +7%
FAB
1621
First American Bank
Illinois
$346K -$15.5K -77 -4%
RMAM
1622
Raab & Moskowitz Asset Management
New Jersey
$346K +$116K +574 +52%
SFG
1623
Sunburst Financial Group
Alabama
$345K +$1.01K +5 +0.3%
GFS
1624
GYL Financial Synergies
Connecticut
$344K +$9.06K +45 +3%
KIG
1625
Kowal Investment Group
Wisconsin
$344K +$73.3K +364 +28%
63 64
65
66 67