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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1876
Beacon Financial Advisory
Ohio
$305K +$223 +1 +0.1%
UF
1877
Univest Financial
Pennsylvania
$305K -$669 -3 -0.2%
BW
1878
Basepoint Wealth
Iowa
$305K +$892 +4 +0.3%
BWP
1879
BSW Wealth Partners
Colorado
$304K +$669 +3 +0.2%
CWM
1880
Cordatus Wealth Management
Pennsylvania
$304K +$275K +1,235 New
HC
1881
Hamilton Capital
Ohio
$304K +$11.1K +50 +4%
OC
1882
Oakworth Capital
Alabama
$304K +$22.3K +100 +9%
PCG
1883
Prosperity Consulting Group
Maryland
$304K -$19.6K -88 -7%
BTW
1884
Boston Trust Walden
Massachusetts
$304K +$275K +1,234 New
NLP
1885
Next Level Private
New York
$304K +$272K +1,220 New
WAM
1886
Winslow Asset Management
Ohio
$303K -$25.6K -115 -9%
GAM
1887
Gould Asset Management
California
$303K – – –
CC
1888
Corton Capital
Ontario, Canada
$302K -$73.4K -329 -21%
MFA
1889
Millington Financial Advisors
Illinois
$301K -$21K -94 -7%
RCG
1890
Resource Consulting Group
Florida
$301K – – –
IAP
1891
Indie Asset Partners
Indiana
$300K +$223 +1 +0.1%
V
1892
VeraBank
Texas
$299K -$357K -1,600 -57%
CA
1893
Claro Advisors
Massachusetts
$298K +$61.8K +277 +30%
HIIFS
1894
Harel Insurance Investments & Financial Services
Israel
$298K +$116K +520 +74%
SSA
1895
South Street Advisors
New York
$298K -$51.3K -230 -16%
WDG
1896
Wealth Dimensions Group
Ohio
$297K +$20.7K +93 +8%
OCM
1897
Objective Capital Management
Ohio
$297K +$2.01K +9 +0.8%
GP
1898
Greenline Partners
New York
$296K – – –
HCM
1899
Hutchinson Capital Management
California
$296K +$223 +1 +0.1%
CRG
1900
Cornerstone Retirement Group
Nevada
$295K -$6.69K -30 -2%
74 75
76
77 78