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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2451
Laraway Financial Advisors
Minnesota
$295K +$315K +813 New
FFP
2452
Freedom Financial Partners
Minnesota
$295K +$315K +812 New
PHS
2453
Pekin Hardy Strauss
Illinois
$294K +$3.88K +10 +1%
PWM
2454
PMG Wealth Management
Illinois
$294K +$314K +810 New
DWM
2455
DecisionMap Wealth Management
Virginia
$293K +$314K +809 New
SRC
2456
Shufro Rose & Co
New York
$292K -$77.6K -200 -20%
AC
2457
ASB Consultores
Florida
$292K +$22.5K +58 +8%
CWMS
2458
Cannon Wealth Management Services
North Carolina
$291K +$8.53K +22 +3%
WCFA
2459
Walkner Condon Financial Advisors
Wisconsin
$291K -$67.5K -174 -18%
MAM
2460
McLean Asset Management
Virginia
$290K +$25.2K +65 +9%
APW
2461
Axim Planning & Wealth
Ohio
$290K -$6.21K -16 -2%
MA
2462
MBA Advisors
Pennsylvania
$290K -$273K -705 -47%
SWA
2463
Sightline Wealth Advisors
Connecticut
$289K – – –
GFG
2464
Grantvest Financial Group
New Jersey
$289K +$309K +797 New
AA
2465
Acorns Advisers
California
$289K +$77.2K +199 +33%
CCMT
2466
CMT Capital Markets Trading
Germany
$289K +$309K +798 New
PWA
2467
Peterson Wealth Advisors
Utah
$288K -$83.4K -215 -21%
KWM
2468
Keebeck Wealth Management
Illinois
$288K +$43K +111 +16%
RCP
2469
Rothschild Capital Partners
New York
$287K +$306K +790 New
FPB
2470
First PREMIER Bank
South Dakota
$286K – – –
TA
2471
TrueWealth Advisors
Alabama
$286K -$337K -869 -52%
BA
2472
Ballew Advisors
Mississippi
$285K -$1.55K -4 -0.5%
RMF
2473
Red Mountain Financial
Colorado
$285K -$4.65K -12 -2%
DI
2474
Disciplined Investments
Oklahoma
$285K +$2.33K +6 +0.8%
MP
2475
McDonald Partners
Ohio
$284K – – –
97 98
99
100 101