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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2376
Formidable Asset Management
Ohio
$612K -$11.1K -20 -2%
CWA
2377
Consilium Wealth Advisory
Texas
$612K – – –
XPN
2378
XY Planning Network
Montana
$612K +$190K +342 +47%
SNBOSCI
2379
Security National Bank of Sioux City Iowa
Iowa
$610K – – –
CFGSD
2380
Compass Financial Group (South Dakota)
South Dakota
$609K -$31.1K -56 -5%
SW
2381
SkyOak Wealth
Michigan
$609K -$20.6K -37 -3%
DOA
2382
D'Orazio & Associates
Virginia
$609K +$18.9K +34 +3%
OFA
2383
Onyx Financial Advisors
Idaho
$608K +$1.67K +3 +0.3%
RMC
2384
Ring Mountain Capital
California
$608K -$20.6K -37 -4%
MCM
2385
Manchester Capital Management
Vermont
$608K +$53.4K +96 +10%
MWA
2386
Miller Wealth Advisors
Colorado
$605K – – –
VP
2387
Verum Partners
North Carolina
$604K +$3.89K +7 +0.7%
WAOI
2388
Wealth Advisors of Iowa
Iowa
$603K +$325K +585 +125%
AFA
2389
Antonelli Financial Advisors
Michigan
$603K – – –
CWA
2390
Clarity Wealth Advisors
California
$603K – – –
SPWG
2391
Syntegra Private Wealth Group
Missouri
$602K +$7.22K +13 +1%
FBT
2392
First Bankers Trust
Kentucky
$600K – – –
SFC
2393
SYM Financial Corp
Indiana
$600K +$34.5K +62 +6%
GWSG
2394
GPS Wealth Strategies Group
Colorado
$598K -$1.87M -3,356 -76%
AIS
2395
American Investment Services
Massachusetts
$598K +$342K +615 +144%
MSWM
2396
Mowery & Schoenfeld Wealth Management
Illinois
$596K +$8.34K +15 +1%
PWP
2397
Phillips Wealth Planners
Mississippi
$596K -$67.3K -121 -12%
PIP
2398
Peachtree Investment Partners
Florida
$594K +$280K +504 +95%
ACA
2399
Arsenal Capital Advisors
Pennsylvania
$594K +$576K +1,036 New
EFH
2400
Eaton Financial Holdings
Florida
$593K -$15.6K -28 -3%
94 95
96
97 98