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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1926
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K +$17.4K +78 +7%
EI
1927
EDMP Inc
Florida
$286K +$260K +1,164 New
CAWM
1928
Capital Advisors Wealth Management
Washington
$286K +$18.1K +81 +7%
D
1929
Dentgroup
Louisiana
$285K +$223 +1 +0.1%
TSS
1930
Two Sigma Securities
New York
$285K -$2.77M -12,439 -91%
BWP
1931
Baldwin Wealth Partners
Massachusetts
$284K -$223K -1,000 -46%
CWA
1932
CM Wealth Advisors
Ohio
$284K -$1.22M -5,471 -83%
NWM
1933
Northcape Wealth Management
New York
$284K -$59.5K -267 -19%
SAS
1934
Stelac Advisory Services
New York
$284K -$22.1K -99 -8%
SW
1935
SkyOak Wealth
Michigan
$283K – – –
GFA
1936
Gallagher Fiduciary Advisors
Illinois
$281K -$18.1K -81 -7%
FPWM
1937
FSB Premier Wealth Management
Iowa
$281K -$8.7K -39 -3%
CCG
1938
Coastwise Capital Group
California
$281K +$1.11K +5 +0.4%
AO
1939
Advisor OS
Illinois
$281K +$34.6K +155 +16%
CTC
1940
Corundum Trust Company
South Dakota
$281K +$254K +1,141 New
NFSG
1941
Newbridge Financial Services Group
Florida
$279K +$17.4K +78 +7%
FA
1942
Financial Advisors
Massachusetts
$278K +$252K +1,130 New
TA
1943
Tiedemann Advisors
New York
$277K -$2.45K -11 -1%
BA
1944
Bristlecone Advisors
Washington
$276K +$8.92K +40 +4%
LWM
1945
LJI Wealth Management
Indiana
$276K +$3.99M +17,889 +1,594%
WAM
1946
WNY Asset Management
New York
$276K -$11.1K -50 -4%
SCM
1947
Spring Capital Management
Texas
$276K – – –
IFAM
1948
Institutional & Family Asset Management
Colorado
$275K +$1.34K +6 +0.5%
BBNA
1949
Bremer Bank National Association
Minnesota
$275K – – –
DTC
1950
Davidson Trust Company
Washington
$275K – – –
76 77
78
79 80