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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2276
Financial Council
Maryland
$332K – – –
NFA
2277
Northwest Financial Advisors
Virginia
$332K -$8.29K -24 -3%
AWM
2278
Angeles Wealth Management
California
$332K -$23.1K -67 -7%
WFA
2279
WMG Financial Advisors
Tennessee
$332K -$8.98K -26 -3%
SFA
2280
Source Financial Advisors
New York
$332K -$345 -1 -0.1%
TWD
2281
True Wealth Design
Ohio
$331K -$10.4K -30 -3%
MCB
2282
Morton Community Bank
Illinois
$331K +$34.2K +99 +13%
ZB
2283
Zions Bancorporation
Utah
$330K +$2.07K +6 +0.7%
DOA
2284
D'Orazio & Associates
Virginia
$330K -$8.63K -25 -3%
AT
2285
American Trust
Kentucky
$330K -$7.6K -22 -3%
BA
2286
Bridge Advisory
California
$330K +$1.38K +4 +0.5%
SFP
2287
Sterling Financial Planning
New Jersey
$329K – – –
PWP
2288
Phillips Wealth Planners
Mississippi
$329K +$58.4K +169 +25%
MC
2289
Middleton & Co
Massachusetts
$329K – – –
EIG
2290
Ellenbecker Investment Group
Wisconsin
$328K -$25.2K -73 -8%
CWG
2291
Crown Wealth Group
North Carolina
$328K -$5.18K -15 -2%
BA
2292
Brightwater Advisory
Florida
$328K +$691 +2 +0.2%
OCPWS
2293
One Charles Private Wealth Services
Massachusetts
$326K -$2.42K -7 -0.8%
AWCI
2294
Alpine Woods Capital Investors
New York
$326K – – –
MCA
2295
Magnolia Capital Advisors
Mississippi
$325K +$29.4K +85 +11%
WFAG
2296
Wescott Financial Advisory Group
Pennsylvania
$323K +$6.22K +18 +2%
CWA
2297
Canvas Wealth Advisors
Kansas
$323K +$286K +827 New
BWA
2298
Blodgett Wealth Advisors
California
$323K -$5.53K -16 -2%
WWC
2299
Waypoint Wealth Counsel
Georgia
$323K -$6.22K -18 -2%
R
2300
Rebalance
California
$323K – – –
90 91
92
93 94