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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2076
Elwood & Goetz Wealth Advisory Group
Georgia
$874K -$39.5K -71 -4%
USB
2077
Union Savings Bank
Connecticut
$866K +$840K +1,511 New
LWL
2078
Leo Wealth LLC
Texas
$861K +$836K +1,504 New
RC
2079
RBO & Co
California
$859K – – –
CCM
2080
Chickasaw Capital Management
Tennessee
$859K – – –
MCWA
2081
Meadow Creek Wealth Advisors
Georgia
$856K -$5K -9 -0.6%
OCM
2082
Orser Capital Management
Texas
$853K +$25K +45 +3%
TBNY
2083
Trustco Bank (New York)
New York
$852K +$111K +200 +16%
WPC
2084
Waters Parkerson & Co
Louisiana
$852K +$164K +295 +25%
FPL
2085
Fortress Private Ledger
North Carolina
$852K +$164K +295 +25%
FCM
2086
Family Capital Management
Michigan
$852K +$186K +335 +29%
AHL
2087
Abel Hall LLC
Louisiana
$850K +$472K +849 +134%
SA
2088
Sonoma Allocations
California
$850K +$122K +220 +21%
4WM
2089
49 Wealth Management
Texas
$850K +$216K +388 +35%
TC
2090
Trust Company
Kansas
$849K +$601K +1,082 +271%
KWS
2091
Keystone Wealth Services
California
$848K +$2.78K +5 +0.3%
PA
2092
Planning Alternatives
Michigan
$846K +$27.8K +50 +4%
CH
2093
Cromwell Holdings
Wyoming
$846K – – –
BW
2094
Bravera Wealth
North Dakota
$846K +$820K +1,476 New
OWM
2095
OneAscent Wealth Management
Alabama
$845K -$175K -314 -18%
WPA
2096
West Paces Advisors
Georgia
$843K +$30K +54 +4%
TGAM
2097
TBH Global Asset Management
Tennessee
$842K +$141K +254 +21%
PWS
2098
Precision Wealth Strategies
Missouri
$842K -$28.3K -51 -3%
AIM
2099
Athena Investment Management
California
$840K -$12.8K -23 -2%
RFG
2100
Range Financial Group
Oregon
$840K +$6.67K +12 +0.8%
82 83
84
85 86