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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
1901
JTC Employer Solutions Trustee
Jersey
$87K +$92.4K +400 New
PMA
1902
Prudent Man Advisors
Illinois
$85K – – –
FI
1903
Financial Insights
Washington
$84.7K +$89.8K +389 New
PSIWM
1904
Paradigm Strategies in Wealth Management
Minnesota
$82K – – –
MFA
1905
McClarren Financial Advisors
Pennsylvania
$78K – – –
PWA
1906
Phoenix Wealth Advisors
North Carolina
$78K – – –
SQA
1907
Simon Quick Advisors
New Jersey
$78K +$25.2K +109 +44%
KFI
1908
Key Financial Inc
Pennsylvania
$78K +$28.9K +125 +50%
BFG
1909
Baron Financial Group
New Jersey
$76.2K -$11.5K -50 -13%
DSC
1910
Duncker Streett & Co
Missouri
$75K – – –
LFG
1911
Larson Financial Group
Missouri
$75K – – –
HWMA
1912
Heritage Wealth Management (Arizona)
Arizona
$75K +$13.4K +58 +20%
PCA
1913
Providence Capital Advisors
North Carolina
$75K +$23.1K +100 +41%
DAC
1914
Dividend Assets Capital
South Carolina
$75K +$43.7K +189 +122%
POIA
1915
Pin Oak Investment Advisors
Texas
$72K – – –
CAL
1916
Capital Analysts LLC
Pennsylvania
$71K -$3.69K -16 -5%
APWA
1917
Atlas Private Wealth Advisors
New Jersey
$70K -$2.77K -12 -4%
EW
1918
Evoke Wealth
California
$69K -$6.7K -29 -8%
JFA
1919
JNBA Financial Advisors
Minnesota
$69K – – –
TCWA
1920
Ten Capital Wealth Advisors
Washington
$67K – – –
TF
1921
TimeScale Financial
Massachusetts
$66K +$231 +1 +0.3%
TI
1922
tru Independence
Oregon
$66K +$70K +303 New
WIM
1923
Westside Investment Management
California
$65.4K -$138K -599 -48%
ECM
1924
Estabrook Capital Management
New York
$65.3K -$46.2K -200 -40%
EC
1925
Estate Counselors
Wisconsin
$65K – – –
75 76
77
78 79