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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1601
1620 Investment Advisors
Massachusetts
$464K -$9.14K -41 -2%
SIM
1602
Stratos Investment Management
Ohio
$463K +$39.9K +179 +11%
ACS
1603
Archford Capital Strategies
Illinois
$462K -$10.5K -47 -3%
GWS
1604
Glassman Wealth Services
Virginia
$462K -$5.8K -26 -1%
D
1605
Diversified
Delaware
$462K -$669 -3 -0.2%
LA
1606
Legacy Advisors
Pennsylvania
$460K +$14K +63 +3%
SSG
1607
Summit Securities Group
New York
$458K +$147K +661 +55%
RCA
1608
Ranch Capital Advisors
Florida
$457K +$446 +2 +0.1%
SXL
1609
Summit X LLC
Missouri
$456K +$16.7K +75 +4%
HGWM
1610
Horst & Graben Wealth Management
Oregon
$455K +$2.23K +10 +0.5%
SIC
1611
Shoker Investment Counsel
Ohio
$455K +$2.45K +11 +0.6%
MHWM
1612
Montz Harcus Wealth Management
Louisiana
$453K +$2.23K +10 +0.5%
SIAP
1613
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$453K +$446 +2 +0.1%
NC
1614
NovaPoint Capital
Georgia
$452K -$223 -1 -0.1%
SFG
1615
Sovereign Financial Group
Connecticut
$452K +$20.3K +91 +5%
EWM
1616
Evermay Wealth Management
Virginia
$451K -$15.8K -71 -4%
AC
1617
Allstate Corporation
Illinois
$451K -$6.02K -27 -1%
MIP
1618
Marietta Investment Partners
Wisconsin
$449K +$44.6K +200 +12%
SAF
1619
Smith Anglin Financial
Texas
$448K -$11.1K -50 -3%
BFC
1620
Bedel Financial Consulting
Indiana
$447K +$7.36K +33 +2%
LA
1621
Latitude Advisors
Florida
$447K +$20.3K +91 +5%
WKWM
1622
Walter & Keenan Wealth Management
Indiana
$446K – – –
BBNB
1623
Baker Boyer National Bank
Washington
$443K – – –
LI
1624
Lafayette Investments
Maryland
$443K – – –
LMKC
1625
L.M. Kohn & Company
Ohio
$443K +$70.2K +315 +21%
63 64
65
66 67