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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2251
WMG Financial Advisors
Tennessee
$291K -$71.1K -205 -19%
NFA
2252
Northwest Financial Advisors
Virginia
$291K +$8.67K +25 +3%
PSCM
2253
Per Stirling Capital Management
Texas
$290K -$5.2K -15 -2%
DOA
2254
D'Orazio & Associates
Virginia
$290K +$12.1K +35 +4%
FDCP
2255
Foster Dykema Cabot & Partners
Massachusetts
$289K – – –
3IP
2256
3Chopt Investment Partners
Virginia
$289K +$301K +869 New
DBRC
2257
D.B. Root & Company
Pennsylvania
$289K +$43K +124 +17%
AAP
2258
Arax Advisory Partners
Colorado
$289K +$65.5K +189 +28%
RCM
2259
Requisite Capital Management
Texas
$289K +$1.04K +3 +0.3%
WCM
2260
Wedge Capital Management
North Carolina
$288K -$30.9K -89 -9%
AT
2261
American Trust
Kentucky
$288K -$4.85K -14 -2%
UFF
2262
USA Financial Formulas
Michigan
$288K -$42.3K -122 -12%
HAS
2263
Holland Advisory Services
Florida
$287K +$347 +1 +0.1%
BBI
2264
Baxter Bros Inc
Connecticut
$287K +$347 +1 +0.1%
SEEDPG
2265
S.E.E.D. Planning Group
New York
$286K -$11.1K -32 -4%
VP
2266
Verum Partners
North Carolina
$286K – – –
CWG
2267
Crown Wealth Group
North Carolina
$284K +$7.63K +22 +3%
MSFS
2268
Main Street Financial Solutions
Pennsylvania
$284K +$13.5K +39 +5%
SBWIC
2269
Schaper Benz & Wise Investment Counsel
Wisconsin
$284K +$37.4K +108 +15%
FC
2270
Financial Council
Maryland
$283K +$97.1K +280 +49%
SFA
2271
Source Financial Advisors
New York
$283K +$347 +1 +0.1%
PCMM
2272
Piedmont Capital Management (Montana)
Montana
$282K – – –
JE
2273
JMAC Enterprises
Pennsylvania
$282K – – –
WWC
2274
Waypoint Wealth Counsel
Georgia
$281K +$693 +2 +0.2%
BWP
2275
Barlow Wealth Partners
Kentucky
$281K – – –
89 90
91
92 93