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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Ameliora Wealth Management
Switzerland
$2.11M +$1.78M +11,090 +422%
IB
727
Intrust Bank
Kansas
$2.1M +$141K +878 +7%
DAS
728
Dynamic Advisor Solutions
Arizona
$2.1M +$362K +2,258 +19%
KWILP
729
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.09M – – –
DGAM
730
Desjardins Global Asset Management
Quebec, Canada
$2.09M -$1.51M -9,438 -40%
NRS
731
Neville Rodie & Shaw
New York
$2.09M -$21.6K -135 -0.9%
MA
732
Modus Advisors
Minnesota
$2.08M +$110K +690 +5%
MCM
733
Monarch Capital Management
Indiana
$2.07M -$3.2K -20 -0.1%
OPPTF
734
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.06M +$36K +225 +2%
LIM
735
Loudon Investment Management
New Hampshire
$2.06M +$1.9M +11,879 +587%
PWM
736
Perigon Wealth Management
California
$2.06M +$727K +4,539 +49%
BL
737
Balentine LLC
Georgia
$2.06M +$1.33M +8,286 +149%
CIA
738
Choate Investment Advisors
Massachusetts
$2.05M – – –
LRWA
739
Long Run Wealth Advisors
New York
$2.05M +$2.21M +13,817 New
NC
740
NewSquare Capital
Pennsylvania
$2.05M +$144K +900 +7%
APP
741
Avantax Planning Partners
Iowa
$2.05M +$1.12K +7 +0.1%
BAM
742
Boyar Asset Management
New York
$2.05M +$236K +1,473 +12%
KLCM
743
KG&L Capital Management
Louisiana
$2.04M -$14.1K -88 -0.6%
FDS
744
Freedom Day Solutions
Texas
$2.04M -$75.7K -473 -3%
CB
745
Community Bank
New York
$2.04M +$285K +1,781 +15%
SIC
746
SFE Investment Counsel
California
$2.03M +$321K +2,002 +17%
BWAM
747
Boyd Watterson Asset Management
Ohio
$2.03M -$3.68K -23 -0.2%
CFMC
748
Curbstone Financial Management Corp
New Hampshire
$2.02M -$47.1K -294 -2%
RCM
749
Radnor Capital Management
Pennsylvania
$2.01M -$73.6K -460 -3%
VIA
750
Vickerman Investment Advisors
Washington
$2M +$299K +1,869 +16%
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