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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1926
WestHill Financial Advisors
California
$462K – – –
NB
1927
Northwest Bancshares
Pennsylvania
$461K -$18.4K -53 -4%
PAA
1928
Peregrine Asset Advisers
Oregon
$460K -$12.8K -37 -3%
WPW
1929
Warther Private Wealth
Ohio
$460K +$479K +1,382 New
GCA
1930
Gradient Capital Advisors
California
$458K -$37.4K -108 -7%
HB
1931
HTLF Bank
Colorado
$457K -$26K -75 -5%
RA
1932
Ransom Advisory
Rhode Island
$456K -$19.1K -55 -4%
SIC
1933
SJS Investment Consulting
Ohio
$456K – – –
EA
1934
Everpar Advisors
Oklahoma
$454K -$17.7K -51 -4%
MGAM
1935
McGowan Group Asset Management
Texas
$453K +$3.47K +10 +0.7%
FA
1936
FSA Advisors
Michigan
$453K +$1.04K +3 +0.2%
PCS
1937
Personal CFO Solutions
New Jersey
$452K +$4.16K +12 +0.9%
ETIA
1938
Epic Trust Investment Advisors
Washington
$452K +$8.67K +25 +2%
BWM
1939
Birchcreek Wealth Management
Ohio
$451K – – –
BCMLT
1940
Beacon Capital Management LLC (Tennessee)
Tennessee
$450K -$5.89K -17 -1%
EAM
1941
Evanson Asset Management
California
$450K – – –
FCT
1942
First Community Trust
Iowa
$450K – – –
ABLA
1943
Alan B. Lancz & Associates
Ohio
$450K +$468K +1,350 New
WW
1944
Westshore Wealth
California
$448K -$3.12K -9 -0.7%
TA
1945
TrueWealth Advisors
Alabama
$448K +$139K +401 +42%
CA
1946
Cortland Associates
Missouri
$448K +$1.04K +3 +0.2%
SWM
1947
Sendero Wealth Management
Texas
$448K – – –
ACM
1948
Andina Capital Management
Utah
$444K +$44.4K +128 +11%
OL
1949
OneFund LLC
Florida
$444K +$7.63K +22 +2%
EAM
1950
Empirical Asset Management
Massachusetts
$442K -$1.1M -3,186 -71%
76 77
78
79 80