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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1926
Oliver Luxxe Assets
New Jersey
$547K -$3.01M -8,718 -86%
AMM
1927
American Money Management
California
$545K -$18.3K -53 -4%
VAG
1928
VisionPoint Advisory Group
Texas
$544K -$17.3K -50 -3%
FCM
1929
Firestone Capital Management
Florida
$544K +$480K +1,391 New
LWL
1930
Leo Wealth LLC
Texas
$544K -$77K -223 -14%
AW
1931
Apricus Wealth
South Carolina
$543K – – –
WFA
1932
WestHill Financial Advisors
California
$542K – – –
MCM
1933
Mengis Capital Management
Oregon
$542K -$8.63K -25 -2%
SFB
1934
STAR Financial Bank
Indiana
$541K -$68K -197 -12%
EAM
1935
Empirical Asset Management
Massachusetts
$537K +$15.5K +45 +3%
RA
1936
Ransom Advisory
Rhode Island
$536K – – –
SIC
1937
SJS Investment Consulting
Ohio
$535K -$345 -1 -0.1%
MGAM
1938
McGowan Group Asset Management
Texas
$533K +$691 +2 +0.1%
HGERS
1939
Householder Group Estate & Retirement Specialist
Arizona
$533K -$78.4K -227 -14%
BFS
1940
Bard Financial Services
Connecticut
$532K -$86.3K -250 -16%
MIM
1941
Morningstar Investment Management
Illinois
$531K -$268K -776 -37%
EAM
1942
Evanson Asset Management
California
$528K – – –
FCT
1943
First Community Trust
Iowa
$528K – – –
TSS
1944
Thomas Story & Son
Indiana
$528K -$121K -350 -21%
FFA
1945
Fi3 Financial Advisors
Indiana
$528K +$153K +444 +49%
BFG
1946
Beacon Financial Group
Texas
$526K +$79.1K +229 +21%
SWM
1947
Sendero Wealth Management
Texas
$526K – – –
GI
1948
Gradient Investments
Minnesota
$525K +$70.1K +203 +18%
AF
1949
Apollon Financial
South Carolina
$524K +$11.4K +33 +3%
SAM
1950
Secure Asset Management
Michigan
$523K -$34.9K -101 -7%
76 77
78
79 80