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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
826
Insight Wealth Strategies
California
$572K +$12.1K +166 +2%
SWM
827
Stockman Wealth Management
Montana
$569K -$8.33K -114 -2%
TRCT
828
Tower Research Capital (TRC)
New York
$568K -$509K -6,959 -50%
ALAM
829
Asahi Life Asset Management
Japan
$565K -$18.3K -250 -3%
ACM
830
AlphaCrest Capital Management
New York
$562K +$512K +7,000 New
CPA
831
Court Place Advisors
Maryland
$561K +$512 +7 +0.1%
MOS
832
MGO One Seven
Ohio
$558K +$468K +6,398 +1,149%
WF
833
Welch & Forbes
Massachusetts
$555K -$36.5K -500 -7%
CCG
834
Ceeto Capital Group
Florida
$554K +$146K +2,000 +41%
JIC
835
Joel Isaacson & Co
New York
$551K +$502K +6,862 New
AIM
836
Anchor Investment Management
South Carolina
$546K -$87.7K -1,200 -15%
PCIA
837
Prime Capital Investment Advisors
Kansas
$543K +$434K +5,936 +720%
RBFC
838
Roman Butler Fullerton & Co
Missouri
$541K -$55.9K -765 -10%
QCM
839
Quest Capital Management
Texas
$540K +$493K +6,743 New
BOTW
840
Bank of the West
California
$539K -$9.87K -135 -2%
FIB
841
First Interstate Bank
Montana
$537K -$46.4K -635 -9%
EFS
842
Essex Financial Services
Connecticut
$537K -$17K -232 -3%
PP
843
Patten & Patten
Tennessee
$534K – – –
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$531K -$104K -1,422 -18%
PCMC
845
Paragon Capital Management (Colorado)
Colorado
$530K – – –
ACI
846
Alpha Cubed Investments
California
$518K -$28.6K -392 -6%
VFA
847
Voya Financial Advisors
Connecticut
$518K +$233K +3,194 +98%
AFP
848
Ausdal Financial Partners
Iowa
$517K +$12.8K +175 +3%
CF
849
Copperwynd Financial
Arizona
$517K +$15.9K +218 +4%
CA
850
Cambridge Advisors
Nebraska
$510K -$7.31K -100 -2%
32 33
34
35 36