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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2051
Avity Investment Management
Connecticut
$460K – – –
ACM
2052
AUA Capital Management
Pennsylvania
$458K -$3.45K -10 -0.8%
ACS
2053
Archford Capital Strategies
Illinois
$457K -$691 -2 -0.2%
BSB
2054
Bangor Savings Bank
Maine
$457K – – –
EWS
2055
Eagle Wealth Strategies
New Jersey
$456K – – –
CAWM
2056
Capital Advisors Wealth Management
Washington
$455K +$345 +1 +0.1%
FSC
2057
Full Sail Capital
Oklahoma
$454K -$342K -991 -46%
MIFH
2058
Migdal Insurance & Financial Holdings
Israel
$454K – – –
WP
2059
WealthPLAN Partners
Nebraska
$453K -$1.81M -5,244 -82%
SPI
2060
Sutton Place Investors
New York
$453K +$13.5K +39 +3%
JF
2061
Joule Financial
Kentucky
$453K -$2.42K -7 -0.6%
WMWM
2062
Whitaker-Myers Wealth Managers
Ohio
$452K +$68K +197 +21%
FNT
2063
First Nebraska Trust
Nebraska
$452K -$17.3K -50 -4%
PGIM
2064
Pacific Global Investment Management
California
$452K -$345 -1 -0.1%
HBT
2065
Hills Bank & Trust
Iowa
$452K -$3.45K -10 -0.9%
SB
2066
Sunflower Bank
Texas
$452K +$45.9K +133 +13%
CA
2067
Continuum Advisory
Idaho
$450K +$42.8K +124 +12%
ABLA
2068
Alan B. Lancz & Associates
Ohio
$450K -$69.1K -200 -15%
GSIAS
2069
Garden State Investment Advisory Services
New Jersey
$449K -$25.6K -74 -6%
CFC
2070
Coyle Financial Counsel
Illinois
$449K – – –
FWTB
2071
First Western Trust Bank
Colorado
$448K – – –
LWM
2072
LJI Wealth Management
Indiana
$448K – – –
FPWM
2073
FSB Premier Wealth Management
Iowa
$448K +$691 +2 +0.2%
WAM
2074
Winslow Asset Management
Ohio
$446K – – –
BF
2075
Brogan Financial
Tennessee
$445K -$50.8K -147 -11%
81 82
83
84 85