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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
1926
Peregrine Asset Advisers
Oregon
$460K -$12.8K -37 -3%
WPW
1927
Warther Private Wealth
Ohio
$460K +$479K +1,382 New
GCA
1928
Gradient Capital Advisors
California
$458K -$37.4K -108 -7%
HB
1929
HTLF Bank
Colorado
$457K -$26K -75 -5%
RA
1930
Ransom Advisory
Rhode Island
$456K -$19.1K -55 -4%
SIC
1931
SJS Investment Consulting
Ohio
$456K – – –
EA
1932
Everpar Advisors
Oklahoma
$454K -$17.7K -51 -4%
MGAM
1933
McGowan Group Asset Management
Texas
$453K +$3.47K +10 +0.7%
FA
1934
FSA Advisors
Michigan
$453K +$1.04K +3 +0.2%
PCS
1935
Personal CFO Solutions
New Jersey
$452K +$4.16K +12 +0.9%
ETIA
1936
Epic Trust Investment Advisors
Washington
$452K +$8.67K +25 +2%
BWM
1937
Birchcreek Wealth Management
Ohio
$451K – – –
BCMLT
1938
Beacon Capital Management LLC (Tennessee)
Tennessee
$450K -$5.89K -17 -1%
EAM
1939
Evanson Asset Management
California
$450K – – –
FCT
1940
First Community Trust
Iowa
$450K – – –
ABLA
1941
Alan B. Lancz & Associates
Ohio
$450K +$468K +1,350 New
WW
1942
Westshore Wealth
California
$448K -$3.12K -9 -0.7%
TA
1943
TrueWealth Advisors
Alabama
$448K +$139K +401 +42%
CA
1944
Cortland Associates
Missouri
$448K +$1.04K +3 +0.2%
SWM
1945
Sendero Wealth Management
Texas
$448K – – –
ACM
1946
Andina Capital Management
Utah
$444K +$44.4K +128 +11%
OL
1947
OneFund LLC
Florida
$444K +$7.63K +22 +2%
EAM
1948
Empirical Asset Management
Massachusetts
$442K -$1.1M -3,186 -71%
ILI
1949
Invesco LLC (Illinois)
Illinois
$442K -$20.8K -60 -4%
V
1950
VeraBank
Texas
$442K – – –
76 77
78
79 80