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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
2426
Alpine Woods Capital Investors
New York
$392K – – –
NFP
2427
Narus Financial Partners
Utah
$392K +$27.7K +65 +9%
SWMG
2428
Stillwater Wealth Management Group
Florida
$391K +$350K +820 New
MA
2429
MBA Advisors
Pennsylvania
$390K +$19.2K +45 +6%
BFA
2430
Bright Financial Advisors
Michigan
$389K – – –
FFP
2431
Freedom Financial Partners
Minnesota
$388K – – –
ACA
2432
American Capital Advisory
Idaho
$388K +$341K +798 +5,700%
QL
2433
Quarry LP
New York
$387K +$347K +812 New
TA
2434
TrueWealth Advisors
Alabama
$387K +$29.5K +69 +9%
CF
2435
Cyr Financial
Illinois
$387K +$8.54K +20 +3%
VWM
2436
Vigilare Wealth Management
Arizona
$387K -$85.4K -200 -20%
AWM
2437
Arista Wealth Management
Nevada
$387K -$17.1K -40 -5%
EL
2438
EWA LLC
Pennsylvania
$387K +$36.3K +85 +12%
BHWM
2439
Beaird Harris Wealth Management
Texas
$386K +$44K +103 +15%
DWM
2440
DecisionMap Wealth Management
Virginia
$386K +$6.4K +15 +2%
JWM
2441
Jupiter Wealth Management
Colorado
$386K – – –
OCPWS
2442
One Charles Private Wealth Services
Massachusetts
$385K +$3.84K +9 +1%
EWA
2443
Encompass Wealth Advisors
Oregon
$384K -$8.54K -20 -2%
CWMS
2444
Cannon Wealth Management Services
North Carolina
$384K +$854 +2 +0.2%
EIG
2445
Ellenbecker Investment Group
Wisconsin
$383K +$5.12K +12 +2%
SWA
2446
SOA Wealth Advisors
New York
$382K +$23.5K +55 +7%
EFG
2447
Embree Financial Group
Illinois
$380K -$8.54K -20 -2%
SSC
2448
Syverson Strege & Co
Iowa
$380K -$18.4K -43 -5%
SFG
2449
Seamount Financial Group
Colorado
$380K -$70.9K -166 -17%
AGC
2450
Aspen Grove Capital
Colorado
$379K -$280K -657 -45%
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