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CareTrust REIT
CTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
326
Key Financial Inc
Pennsylvania
$5.99K – – –
AF
327
Allworth Financial
California
$4.82K – – –
CIA
328
Cape Investment Advisory
Georgia
$4.63K – – –
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$4.23K – – –
LC
330
Lindbrook Capital
California
$4.01K – – –
RTL
331
Red Tortoise LLC
Georgia
$3.06K – – –
CA
332
Continuum Advisory
Idaho
$2.93K – – –
RWM
333
Reston Wealth Management
Virginia
$2.4K +$2.21K +78 New
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$2.1K – – –
BWL
335
Bogart Wealth LLC
Virginia
$2.08K – – –
PFBT
336
Parkside Financial Bank & Trust
Missouri
$1.36K – – –
CPA
337
Capital Performance Advisors
California
$1.3K +$1.19K +42 New
CFO
338
CVA Family Office
Colorado
$1.11K – – –
CFGS
339
Concourse Financial Group Securities
Alabama
$1.06K +$28 +1 +3%
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.05K +37 New
LFG
341
Larson Financial Group
Missouri
$772 – – –
SWM
342
Spire Wealth Management
Virginia
$525 +$481 +17 New
HNB
343
Huntington National Bank
Ohio
$463 – – –
MFG
344
Mendota Financial Group
Wisconsin
$371 +$340 +12 New
AWM
345
Abound Wealth Management
Tennessee
$340 -$283 -10 -48%
OP
346
ORG Partners
Indiana
$268 -$24.2K -855 -99%
DF
347
Dunhill Financial
United Kingdom
$260 +$226 +8 New
FCMT
348
Founders Capital Management (Texas)
Texas
$247 +$226 +8 New
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
– -$1.51M -60,087 Closed
MFS
350
Mirabella Financial Services
United Kingdom
– -$822K -32,745 Closed
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