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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
651
Berkeley Capital Partners
Georgia
$623K +$70K +1,250 +13%
TC
652
Telemus Capital
Michigan
$616K -$25.9K -462 -4%
IAM
653
Impax Asset Management
New Hampshire
$614K – – –
PAM
654
Premier Asset Management
Illinois
$607K -$235K -4,200 -29%
JG
655
Jefferies Group
New York
$600K -$6.24M -111,415 -92%
SNBOSD
656
Security National Bank of So Dak
Iowa
$600K -$9.46K -169 -2%
KP
657
Keel Point
Alabama
$600K – – –
AMIM
658
Aull & Monroe Investment Management
Alabama
$599K – – –
IAMOG
659
Investors Asset Management of Georgia
Georgia
$599K +$16.8K +300 +3%
CC
660
Cannell & Co
New York
$594K +$4.2K +75 +0.8%
TBNY
661
Trustco Bank (New York)
New York
$591K – – –
OAM
662
Oppenheimer Asset Management
New York
$591K +$74.4K +1,328 +15%
CCM
663
Carlson Capital Management
Minnesota
$590K +$109K +1,942 +24%
RWA
664
River Wealth Advisors
Pennsylvania
$589K -$325K -5,802 -37%
NPC
665
National Planning Corporation
California
$581K -$29.5K -526 -5%
WI
666
Wintrust Investments
Illinois
$580K -$28K -500 -5%
SAM
667
Silvercrest Asset Management
New York
$578K -$50.4K -900 -8%
BAM
668
Belpointe Asset Management
Nevada
$577K +$547K +9,775 New
IIC
669
Ironwood Investment Counsel
Arizona
$575K -$24.1K -431 -4%
CCM
670
Chickasaw Capital Management
Tennessee
$566K – – –
FLPIM
671
F.L. Putnam Investment Management
Massachusetts
$563K +$535K +9,548 New
PWPCM
672
Perella Weinberg Partners Capital Management
New York
$561K -$462K -8,247 -46%
NFG
673
Next Financial Group
Texas
$557K -$34.1K -609 -6%
WS
674
Wedbush Securities
California
$556K -$148K -2,645 -22%
SS
675
Sunbelt Securities
Texas
$556K – – –
25 26
27
28 29