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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
Mengis Capital Management
Oregon
$538K -$333 -1 -0.1%
BTWM
2027
Baker Tilly Wealth Management
Wisconsin
$537K +$46K +138 +11%
MAG
2028
MRA Advisory Group
New Jersey
$537K – – –
FC
2029
FCA Corp
Texas
$537K +$194K +582 +73%
JC
2030
JB Capital
Connecticut
$536K +$154K +463 +50%
PA
2031
Planning Alternatives
Michigan
$533K +$2.33K +7 +0.5%
CAWM
2032
Capital Advisors Wealth Management
Washington
$533K +$15.3K +46 +3%
CCA
2033
Carrera Capital Advisors
Michigan
$532K -$7.67K -23 -2%
TWM
2034
Tumwater Wealth Management
Idaho
$531K +$17K +51 +4%
PCI
2035
Planning Center Inc
Illinois
$531K +$14.7K +44 +3%
BWS
2036
Buck Wealth Strategies
Colorado
$530K -$578K -1,733 -56%
TW
2037
Traveka Wealth
California
$529K +$49.3K +148 +12%
BW
2038
Basepoint Wealth
Iowa
$527K -$333 -1 -0.1%
SWM
2039
Sendero Wealth Management
Texas
$527K +$2K +6 +0.4%
EFSCE
2040
Enterprise Financial Services Corp (EFSC)
Missouri
$526K -$7.33K -22 -2%
TSS
2041
Thomas Story & Son
Indiana
$524K – – –
FPF
2042
First Pacific Financial
Washington
$524K +$13.7K +41 +3%
BOSSRA
2043
B.O.S.S. Retirement Advisors
Utah
$523K +$449K +1,348 New
WC
2044
Waterloo Capital
Texas
$523K +$100K +301 +29%
CFC
2045
Coyle Financial Counsel
Illinois
$523K -$667 -2 -0.1%
SAW
2046
Signal Advisors Wealth
Michigan
$522K -$968K -2,905 -68%
UBV
2047
United Bank (Virginia)
Virginia
$521K -$86K -258 -16%
FFA
2048
Fi3 Financial Advisors
Indiana
$521K +$3.67K +11 +0.8%
WMA
2049
Wealth Management Associates
New Jersey
$520K +$17.7K +53 +4%
SIC
2050
SJS Investment Consulting
Ohio
$520K -$5K -15 -1%
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