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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2076
OneFund LLC
Florida
$505K -$6K -18 -1%
PL
2077
Perpetual Ltd
Australia
$505K -$133K -400 -24%
RSVP
2078
Ramsay Stattman Vela & Price
Colorado
$505K -$3K -9 -0.7%
IPAM
2079
ICICI Prudential Asset Management
India
$505K +$433K +1,300 New
DIA
2080
Davidson Investment Advisors
Montana
$504K +$34K +102 +9%
LWL
2081
Leo Wealth LLC
Texas
$504K +$433K +1,299 New
DWM
2082
Daner Wealth Management
Georgia
$504K +$407K +1,221 New
BWM
2083
Baron Wealth Management
Michigan
$504K -$7.33K -22 -2%
VAM
2084
Verity Asset Management
North Carolina
$503K -$296K -887 -41%
HP
2085
Haven Private
Florida
$503K +$432K +1,295 New
RWB
2086
RMR Wealth Builders
New Jersey
$502K -$79K -237 -16%
GSIAS
2087
Garden State Investment Advisory Services
New Jersey
$501K +$14.7K +44 +4%
BCMLT
2088
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K -$75K -225 -15%
EFP
2089
Elser Financial Planning
Indiana
$501K -$11.7K -35 -3%
MA
2090
MCF Advisors
Kentucky
$500K -$667 -2 -0.2%
BSB
2091
Bangor Savings Bank
Maine
$498K +$11.7K +35 +3%
RA
2092
Rise Advisors
New York
$497K -$17.7K -53 -4%
FA
2093
FSA Advisors
Michigan
$497K -$103K -310 -19%
OLA
2094
Oliver Luxxe Assets
New Jersey
$497K -$10K -30 -2%
CWMP
2095
Clarion Wealth Managment Partners
Virginia
$496K +$426K +1,278 New
DJYG
2096
David J. Yvars Group
Florida
$496K +$426K +1,278 New
JMFC
2097
J.M. Forbes & Co
Massachusetts
$496K -$105K -314 -20%
AFT
2098
Alpha Family Trust
California
$493K – – –
SB
2099
Sunflower Bank
Texas
$492K -$29K -87 -6%
DWM
2100
Destination Wealth Management
California
$492K +$24.3K +73 +6%
82 83
84
85 86