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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
901
JNBA Financial Advisors
Minnesota
$345K – – –
SSB
902
Sandy Spring Bank
Maryland
$344K -$14.7K -200 -4%
EI
903
EDMP Inc
Florida
$343K – – –
BFC
904
Bedel Financial Consulting
Indiana
$339K +$147 +2 +0%
CFA
905
Cahill Financial Advisors
Minnesota
$338K +$51.1K +694 +19%
GCP
906
GSA Capital Partners
United Kingdom
$332K -$3.05M -41,460 -90%
AB
907
Atlas Brown
Kentucky
$330K -$11K -150 -3%
IFAM
908
Institutional & Family Asset Management
Colorado
$324K -$62.7K -852 -17%
PVWM
909
Point View Wealth Management
New Jersey
$316K -$883 -12 -0.3%
LIM
910
Leavell Investment Management
Alabama
$315K – – –
HT
911
Heritage Trust
Oklahoma
$315K +$110K +1,499 +57%
HH
912
Hilltop Holdings
Texas
$312K +$25.2K +343 +9%
AP
913
Appleton Partners
Massachusetts
$310K -$51.5K -700 -15%
PGIM
914
Pacific Global Investment Management
California
$310K – – –
VNA
915
VNBTrust National Association
Virginia
$310K – – –
LFAS
916
Level Four Advisory Services
Texas
$306K -$9.57K -130 -3%
TCOO
917
Trust Company of Oklahoma
Oklahoma
$305K -$1.84K -25 -0.6%
SLT
918
St Louis Trust
Missouri
$304K -$460K -6,250 -61%
MF
919
Magnetar Financial
Illinois
$301K -$1.19M -16,150 -80%
BSW
920
Buckingham Strategic Wealth
Missouri
$300K -$58.8K -799 -17%
BOS
921
Bingham Osborn & Scarborough
California
$299K -$11K -149 -4%
MMPW
922
Mitchell McLeod Pugh & Williams
Alabama
$299K – – –
BCM
923
Brown Capital Management
Maryland
$297K -$51.5K -700 -15%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$292K +$12.7K +172 +5%
LNC
925
Lincoln National Corp
Pennsylvania
$292K +$282K +3,833 New
35 36
37
38 39