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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
1951
MFA Wealth Services
California
$502K -$85.1K -239 -14%
BCMLT
1952
Beacon Capital Management LLC (Tennessee)
Tennessee
$500K +$29.9K +84 +6%
LW
1953
Linscomb Wealth
Texas
$499K -$498K -1,399 -48%
OPPS
1954
Obsidian Personal Planning Solutions
Maryland
$499K -$2.14K -6 -0.4%
DS
1955
DRW Securities
Illinois
$499K -$14.2K -40 -3%
FAM
1956
Fairtree Asset Management
South Africa
$498K +$138K +387 +34%
OWP
1957
ORG Wealth Partners
Texas
$498K -$335K -940 -38%
TA
1958
TFB Advisors
Kansas
$498K +$712 +2 +0.1%
EAM
1959
Empirical Asset Management
Massachusetts
$497K -$2.18M -6,117 -80%
SC
1960
Sepio Capital
Utah
$496K -$7.12K -20 -1%
CCM
1961
Chickasaw Capital Management
Tennessee
$495K – – –
FI
1962
Fractal Investments
Connecticut
$495K – – –
RC
1963
RBO & Co
California
$495K – – –
GKWIM
1964
Gerber Kawasaki Wealth & Investment Management
California
$494K +$29.6K +83 +6%
CFAM
1965
Center For Asset Management
Florida
$494K +$356 +1 +0.1%
AW
1966
Alteri Wealth
California
$490K -$40.3K -113 -7%
GXJ
1967
Global X Japan
Japan
$490K +$50.2K +141 +10%
CFCI
1968
Comprehensive Financial Consultants Institutional
Indiana
$489K -$9.62K -27 -2%
CAL
1969
Capital Analysts LLC
Pennsylvania
$488K +$215K +604 +69%
LCM
1970
Leisure Capital Management
California
$487K – – –
CH
1971
Cromwell Holdings
Wyoming
$487K – – –
ICM
1972
IMS Capital Management
Oregon
$486K – – –
MAM
1973
Morse Asset Management
Connecticut
$486K -$536K -1,505 -51%
LCM
1974
Lazari Capital Management
California
$486K +$11K +31 +2%
BIC
1975
Beach Investment Counsel
Pennsylvania
$486K -$21.4K -60 -4%
77 78
79
80 81