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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
2051
Harbour Trust & Investment Management
Indiana
$902K -$25K -45 -3%
TWM
2052
Tripletail Wealth Management
Florida
$902K -$10K -18 -1%
TCG
2053
Transcendent Capital Group
Oklahoma
$901K -$17.2K -31 -2%
SLT
2054
St Louis Trust
Missouri
$901K +$503K +905 +135%
SWM
2055
Sendero Wealth Management
Texas
$897K +$116K +209 +15%
SIA
2056
SeaBridge Investment Advisors
New Jersey
$897K – – –
SWGC
2057
Summit Wealth Group (Colorado)
Colorado
$894K +$276K +496 +47%
KLCM
2058
KG&L Capital Management
Louisiana
$893K -$6.11K -11 -0.7%
WC
2059
Woodstock Corp
Massachusetts
$892K -$33.3K -60 -4%
MAG
2060
MRA Advisory Group
New Jersey
$891K +$96.2K +173 +13%
GAM
2061
Gould Asset Management
California
$891K -$38.9K -70 -4%
CWMGP
2062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$890K +$863K +1,553 New
JWM
2063
Jeppson Wealth Management
California
$889K -$36.7K -66 -4%
TFA
2064
Trinity Financial Advisors
Ohio
$888K -$83.4K -150 -9%
IAS
2065
Investment Advisory Services
Texas
$887K -$22.8K -41 -3%
AG
2066
AmeriFlex Group
Nevada
$885K -$455K -818 -35%
S
2067
Sunpointe
Missouri
$884K +$2.78K +5 +0.3%
TA
2068
Tectonic Advisors
Texas
$883K – – –
SA
2069
SAM Advisors
California
$882K – – –
SEM
2070
Strategic Equity Management
Arizona
$882K +$1.67K +3 +0.2%
DS
2071
DRW Securities
Illinois
$881K -$1.01M -1,809 -54%
DWM
2072
Diversify Wealth Management
Utah
$881K +$18.9K +34 +3%
LW
2073
Linscomb Wealth
Texas
$878K -$17.2K -31 -2%
JFG
2074
Juno Financial Group
Virginia
$877K +$851K +1,532 New
AWM
2075
Accel Wealth Management
Iowa
$874K +$107K +193 +14%
81 82
83
84 85