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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2251
Orion Capital Management
California
$300K -$32K -100 -11%
BA
2252
Ballew Advisors
Mississippi
$299K -$3.83K -12 -1%
SCA
2253
Stokes Capital Advisors
South Carolina
$299K +$260K +815 New
CPL
2254
CAP Partners LLC
Tennessee
$298K +$959 +3 +0.4%
MSFS
2255
Main Street Financial Solutions
Pennsylvania
$298K -$6.71K -21 -3%
CCT
2256
Capital City Trust
Florida
$296K – – –
EGM
2257
Engineers Gate Manager
New York
$296K +$258K +807 New
CFGA
2258
Cambridge Financial Group (Arizona)
Arizona
$294K – – –
WFAG
2259
Wescott Financial Advisory Group
Pennsylvania
$293K -$41.2K -129 -14%
APW
2260
Axim Planning & Wealth
Ohio
$293K – – –
AG
2261
Ascent Group
Virginia
$293K -$26.8K -84 -10%
PHS
2262
Pekin Hardy Strauss
Illinois
$293K +$32K +100 +14%
FPB
2263
First PREMIER Bank
South Dakota
$292K -$28.8K -90 -10%
AC
2264
ASB Consultores
Florida
$292K +$254K +796 New
BFW
2265
Brady Family Wealth
Missouri
$291K – – –
CVM
2266
Cheviot Value Management
California
$291K -$47.9K -150 -16%
BFG
2267
Bouchey Financial Group
New York
$290K – – –
RVPG
2268
Relative Value Partners Group
$290K +$1.6K +5 +0.5%
FVWA
2269
Foster Victor Wealth Advisors
South Carolina
$289K -$8.95K -28 -3%
ACP
2270
Aveo Capital Partners
Colorado
$289K -$2.56K -8 -0.9%
MP
2271
McDonald Partners
Ohio
$288K – – –
SEP
2272
Southland Equity Partners
Missouri
$287K +$9.59K +30 +4%
AT
2273
Avalon Trust
New Mexico
$286K +$95.9K +300 +63%
HFP
2274
Holistic Financial Partners
Indiana
$286K +$249K +780 New
DI
2275
Disciplined Investments
Oklahoma
$285K +$320 +1 +0.1%
89 90
91
92 93