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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1951
Pettyjohn Wood & White
Virginia
$215K +$202K +965 New
PG
1952
Patten Group
Tennessee
$215K +$203K +967 New
SPWM
1953
Schrum Private Wealth Management
Florida
$213K +$1.05K +5 +0.5%
DTC
1954
Davidson Trust Company
Washington
$212K -$256K -1,220 -56%
AFM
1955
Abbot Financial Management
Massachusetts
$212K +$199K +950 New
SFP
1956
Sterling Financial Planning
New Jersey
$212K +$199K +950 New
RDWM
1957
Red Door Wealth Management
Tennessee
$212K +$200K +952 New
HC
1958
Hamilton Capital
Ohio
$211K -$344K -1,638 -63%
BHTS
1959
Bar Harbor Trust Services
Maine
$211K -$16.1K -77 -8%
AA
1960
Aire Advisors
California
$211K +$199K +947 New
HCM
1961
Hall Capital Management
Rhode Island
$210K -$10.5K -50 -5%
WW
1962
Westshore Wealth
California
$210K +$198K +942 New
KFGK
1963
Keystone Financial Group (Kentucky)
Kentucky
$210K +$198K +943 New
WCM
1964
Wedge Capital Management
North Carolina
$210K +$198K +944 New
TFA
1965
Teamwork Financial Advisors
Texas
$209K -$1.78M -8,492 -90%
LW
1966
Linscomb Wealth
Texas
$208K -$76.8K -366 -28%
OAM
1967
Occidental Asset Management
California
$208K +$196K +934 New
SHGA
1968
Sand Hill Global Advisors
California
$207K +$194K +927 New
CDIA
1969
Capital Directions Investment Advisors
Georgia
$207K +$195K +928 New
JF
1970
JSF Financial
California
$207K +$195K +928 New
JC
1971
JB Capital
Connecticut
$207K +$195K +929 New
BA
1972
Ballew Advisors
Mississippi
$207K +$199K +947 New
SMF
1973
Sterling Manor Financial
New York
$206K -$31.2K -149 -14%
CNC
1974
Citizens & Northern Corp
Pennsylvania
$206K +$194K +925 New
JEST
1975
JTC Employer Solutions Trustee
Jersey
$204K – – –
77 78
79
80 81