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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Claro Advisors
Massachusetts
$539K +$1.04K +3 +0.2%
AIA
1802
Alera Investment Advisors
Illinois
$538K +$120K +346 +27%
MCWA
1803
Meadow Creek Wealth Advisors
Georgia
$537K -$10.7K -31 -2%
ODA
1804
One Degree Advisors
California
$537K – – –
BFS
1805
Bard Financial Services
Connecticut
$536K – – –
VBFG
1806
Vishria Bird Financial Group
Tennessee
$535K – – –
BB
1807
Bell Bank
North Dakota
$533K +$27.7K +80 +5%
PWP
1808
Pursue Wealth Partners
California
$533K – – –
WMG
1809
WESCAP Management Group
California
$533K – – –
WA
1810
WealthTrust Axiom
Pennsylvania
$533K -$10.7K -31 -2%
LWL
1811
Leo Wealth LLC
Texas
$532K -$713K -2,056 -56%
HGERS
1812
Householder Group Estate & Retirement Specialist
Arizona
$530K +$3.47K +10 +0.6%
AT
1813
Arvest Trust
Oklahoma
$529K -$347 -1 -0.1%
SPC
1814
Spirepoint Private Client
Florida
$528K +$340K +982 +163%
IBOK
1815
Independence Bank of Kentucky
Kentucky
$527K +$327K +944 +148%
SFB
1816
STAR Financial Bank
Indiana
$527K -$75.9K -219 -12%
RPWA
1817
Regent Peak Wealth Advisors
Georgia
$525K -$1.39K -4 -0.3%
WMA
1818
West Michigan Advisors
Michigan
$524K -$22.9K -66 -4%
QFA
1819
Quantum Financial Advisors
California
$524K +$6.93K +20 +1%
BFM
1820
Boston Financial Management
Massachusetts
$524K -$68K -196 -11%
CFMC
1821
Curbstone Financial Management Corp
New Hampshire
$524K +$545K +1,572 New
SEC
1822
Seven Eight Capital
New York
$523K +$544K +1,570 New
QC
1823
Quent Capital
New York
$521K +$3.81K +11 +0.7%
TTWM
1824
TCV Trust & Wealth Management
Virginia
$521K – – –
KFS
1825
Kaizen Financial Strategies
California
$521K -$104K -300 -16%
71 72
73
74 75