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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1651
Accredited Investors
Minnesota
$755K +$712 +2 +0.1%
GIA
1652
GHP Investment Advisors
Colorado
$754K +$30.3K +85 +4%
FG
1653
Fiduciary Group
Georgia
$749K -$1.78K -5 -0.2%
CWM
1654
Cahaba Wealth Management
Georgia
$749K +$30.3K +85 +4%
LCM
1655
LVM Capital Management
Michigan
$749K -$100K -281 -11%
WMA
1656
West Michigan Advisors
Michigan
$749K -$21K -59 -3%
FFA
1657
First Foundation Advisors
California
$748K -$82.6K -232 -9%
DAS
1658
Diversify Advisory Services
Utah
$745K -$42.7K -120 -5%
CCAM
1659
Cascades Capital Asset Management
North Carolina
$744K +$2.14K +6 +0.3%
MBTD
1660
Mechanics Bank - Trust Department
California
$742K -$43.8K -123 -5%
LSIA
1661
LaSalle St. Investment Advisors
Illinois
$740K +$96.5K +271 +14%
SQA
1662
Simon Quick Advisors
New Jersey
$736K +$38.8K +109 +5%
HA
1663
Hamel Associates
New Jersey
$735K – – –
CWM
1664
Cranbrook Wealth Management
Michigan
$735K -$6.77K -19 -0.8%
BAM
1665
Belpointe Asset Management
Nevada
$735K -$518K -1,455 -40%
VCM
1666
Virtue Capital Management
Tennessee
$734K +$406K +1,140 +105%
PCP
1667
Proficio Capital Partners
Massachusetts
$733K +$2.14K +6 +0.3%
HWM
1668
Horizon Wealth Management
Illinois
$733K +$8.9K +25 +1%
KPWG
1669
KFA Private Wealth Group
Virginia
$731K +$290K +813 +58%
AIM
1670
Acropolis Investment Management
Missouri
$731K +$1.07K +3 +0.1%
NL
1671
NVWM LLC
Pennsylvania
$730K -$433K -1,215 -35%
QPWM
1672
Quadrant Private Wealth Management
Pennsylvania
$728K -$141K -395 -15%
AA
1673
Addison Advisors
Vermont
$725K +$5.7K +16 +0.7%
CTC
1674
Cetera Trust Company
Minnesota
$725K +$655K +1,839 +512%
FFG
1675
Fortem Financial Group
California
$724K -$121K -339 -13%
65 66
67
68 69