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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
2401
James J. Burns & Company
New York
$230K +$239K +690 New
CAC
2402
Certified Advisory Corp
Florida
$229K -$69.3K -200 -22%
MAM
2403
Marotta Asset Management
Virginia
$229K +$242K +697 New
I
2404
INVST
Indiana
$229K +$241K +696 New
AIMA
2405
Ables Iannone Moore & Associates
Georgia
$229K +$9.36K +27 +4%
BL
2406
Balentine LLC
Georgia
$229K -$1.98M -5,713 -89%
GFL
2407
Granite FO LLC
New Hampshire
$228K – – –
PTB
2408
Pioneer Trust Bank
Oregon
$228K +$237K +683 New
FBT
2409
First Bank & Trust
South Dakota
$227K -$11.8K -34 -5%
KW
2410
KWB Wealth
California
$227K – – –
SFC
2411
Swisher Financial Concepts
Ohio
$227K – – –
RWP
2412
Revolve Wealth Partners
New Jersey
$227K +$693 +2 +0.3%
PMA
2413
Prudent Man Advisors
Illinois
$226K – – –
PCFFS
2414
Pacific Center for Financial Services
California
$226K +$1.04K +3 +0.4%
VBFP
2415
Valtinson Bruner Financial Planning
Minnesota
$225K +$3.12K +9 +1%
KOMWMG
2416
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K +$347 +1 +0.1%
FHB
2417
First Hawaiian Bank
Hawaii
$224K -$136K -392 -37%
OC
2418
Opinicus Capital
Florida
$224K -$3.47K -10 -1%
ML
2419
McAdam LLC
Pennsylvania
$223K +$12.8K +37 +6%
IIA
2420
Integral Investment Advisors
California
$223K +$1.39K +4 +0.6%
VCM
2421
Versant Capital Management
Arizona
$223K +$65.5K +189 +39%
SLT
2422
St Louis Trust
Missouri
$223K – – –
FBFS
2423
First Business Financial Services
Wisconsin
$222K +$1.39K +4 +0.6%
MA
2424
MKT Advisors
California
$222K +$347 +1 +0.1%
LWM
2425
LongView Wealth Management
Georgia
$221K -$24.6K -71 -10%
95 96
97
98 99