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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
2376
American State Bank (Iowa)
Iowa
$785K +$4.16K +6 +0.5%
VP
2377
Verum Partners
North Carolina
$783K +$34.6K +50 +5%
FCM
2378
Family Capital Management
Michigan
$782K -$265K -383 -26%
VFP
2379
Verus Financial Partners
Virginia
$781K -$37.4K -54 -5%
HP
2380
Haven Private
Florida
$780K +$11.8K +17 +2%
LIA
2381
Lynx Investment Advisory
District of Columbia
$780K -$2.08K -3 -0.3%
CFWMA
2382
Center for Wealth Management Advisory
Ohio
$779K – – –
RCWM
2383
Royal Capital Wealth Management
Indiana
$779K – – –
NPCM
2384
New Paradigm Capital Management
Virginia
$779K +$762K +1,100 New
BOSSRA
2385
B.O.S.S. Retirement Advisors
Utah
$779K -$26.3K -38 -3%
HFBOT
2386
Home Federal Bank of Tennessee
Tennessee
$777K +$78.3K +113 +11%
LWMNY
2387
Landmark Wealth Management (New York)
New York
$776K +$758K +1,095 New
3F
2388
360 Financial
Minnesota
$776K – – –
PWM
2389
Pathway Wealth Management
Texas
$776K – – –
SWA
2390
Strategies Wealth Advisors
Michigan
$775K +$166K +240 +28%
CCMT
2391
CMT Capital Markets Trading
Germany
$774K -$3.1M -4,469 -80%
AL
2392
ADE LLC
Maryland
$772K – – –
KOC
2393
Koss-Olinger Consulting
Florida
$771K -$87.3K -126 -10%
CBT
2394
Crews Bank & Trust
Florida
$770K -$32.6K -47 -4%
TCOK
2395
Trust Company of Kansas
Kansas
$769K -$69.3K -100 -8%
DSAM
2396
Dock Street Asset Management
Florida
$769K +$751K +1,085 New
MAG
2397
Mayfair Advisory Group
Alabama
$768K +$180K +260 +32%
MWA
2398
Meridian Wealth Advisors
Texas
$766K +$9.7K +14 +1%
VPWA
2399
Vestia Personal Wealth Advisors
Indiana
$765K +$2.77K +4 +0.4%
AGP
2400
Aspire Growth Partners
Florida
$763K +$1.39K +2 +0.2%
94 95
96
97 98