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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
801
Welch & Forbes
Massachusetts
$490K – – –
ECG
802
Edge Capital Group
Georgia
$488K +$568K +7,383 New
BCM
803
Breiter Capital Management
Florida
$486K -$82.9K -1,077 -13%
GAM
804
Gould Asset Management
California
$484K – – –
FIB
805
First Interstate Bank
Montana
$484K +$20.7K +269 +4%
HCM
806
Hutchinson Capital Management
California
$483K -$23.1K -300 -4%
ALAM
807
Asahi Life Asset Management
Japan
$482K +$561K +7,290 New
CBTWT
808
Community Bank & Trust (Waco, Texas)
Texas
$479K -$23.1K -300 -4%
EFSCE
809
Enterprise Financial Services Corp (EFSC)
Missouri
$478K +$4.16K +54 +0.8%
RTC
810
Riverview Trust Company
Washington
$477K +$555K +7,215 New
SWM
811
Stockman Wealth Management
Montana
$476K -$9.54K -124 -2%
TCM
812
Teza Capital Management
Illinois
$475K -$1.93M -25,133 -78%
BTW
813
Boston Trust Walden
Massachusetts
$472K – – –
1WA
814
180 Wealth Advisors
Washington
$470K -$20.4K -265 -5%
WT
815
Washington Trust
Rhode Island
$462K -$30.1K -391 -5%
CPA
816
Court Place Advisors
Maryland
$461K +$7.69K +100 +1%
IWS
817
Insight Wealth Strategies
California
$460K +$536K +6,965 New
EFS
818
Essex Financial Services
Connecticut
$457K -$57K -741 -10%
PFS
819
Prospera Financial Services
Texas
$457K +$270K +3,508 +103%
OWA
820
One Wealth Advisors
California
$454K +$11M +143,459 +1,291%
ACI
821
Alpha Cubed Investments
California
$453K -$162K -2,103 -23%
BOTW
822
Bank of the West
California
$453K -$35.5K -462 -6%
BRWA
823
B. Riley Wealth Advisors
Florida
$452K -$70K -910 -12%
IPW
824
Inlet Private Wealth
Florida
$449K +$523K +6,800 New
VF
825
Virtu Financial
New York
$448K -$153K -1,994 -23%
31 32
33
34 35