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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1951
Hamel Associates
New Jersey
$1.27M -$34.6K -50 -3%
CWMGP
1952
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M +$161K +233 +15%
AI
1953
Accredited Investors
Minnesota
$1.26M -$2.08K -3 -0.2%
TFO
1954
Tarbox Family Office
California
$1.26M -$113K -163 -8%
GS
1955
GWN Securities
Florida
$1.26M +$124K +179 +11%
CAC
1956
Core Alternative Capital
Georgia
$1.26M +$72K +104 +6%
AWM
1957
Angeles Wealth Management
California
$1.26M +$231K +334 +23%
BCP
1958
Blackhawk Capital Partners
Wisconsin
$1.26M -$453K -654 -27%
SMH
1959
Sanders Morris Harris
Texas
$1.26M +$1.23M +1,775 New
PA
1960
Planning Alternatives
Michigan
$1.26M +$206K +297 +20%
CL
1961
CPWA LLC
Oregon
$1.26M +$938K +1,355 New
FCM
1962
Fortis Capital Management
Washington
$1.26M +$862K +1,245 +236%
DIP
1963
Davis Investment Partners
North Carolina
$1.25M +$693 +1 +0.1%
PDL
1964
Portfolio Design Labs
California
$1.25M -$981K -1,416 -44%
TFG
1965
Taylor Financial Group
Virginia
$1.25M +$10.4K +15 +0.9%
DG
1966
DMC Group
Alabama
$1.25M -$116K -167 -9%
SRA
1967
Secured Retirement Advisors
Minnesota
$1.25M -$549K -793 -31%
LMFP
1968
Larry Mathis Financial Planning
Arizona
$1.25M -$38.8K -56 -3%
VWM
1969
Vigil Wealth Management
Florida
$1.24M +$13.9K +20 +1%
TCA
1970
Transcend Capital Advisors
New Jersey
$1.24M -$26.3K -38 -2%
FFL
1971
Future Fund LLC
Illinois
$1.24M +$352K +508 +41%
WP
1972
Waycross Partners
Kentucky
$1.24M -$416K -600 -26%
SP
1973
SmartHarvest Portfolios
Washington
$1.24M -$196K -283 -14%
WHC
1974
Wulff, Hansen & Co
California
$1.24M -$104K -150 -8%
TAM
1975
Townsend Asset Management
North Carolina
$1.24M +$341K +493 +39%
77 78
79
80 81