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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
901
Institutional & Family Asset Management
Colorado
$378K +$2.08K +25 +0.6%
SFA
902
Sequoia Financial Advisors
Ohio
$374K -$84.1K -1,011 -19%
AB
903
Atlas Brown
Kentucky
$374K +$2.16K +26 +0.6%
AI
904
Accredited Investors
Minnesota
$372K +$129K +1,549 +58%
PVWM
905
Point View Wealth Management
New Jersey
$366K – – –
LIM
906
Leavell Investment Management
Alabama
$365K – – –
WG
907
Welch Group
Alabama
$363K +$58.8K +707 +21%
QAM
908
Quantres Asset Management
Cayman Islands
$362K -$474K -5,700 -58%
AP
909
Appleton Partners
Massachusetts
$360K – – –
LFAS
910
Level Four Advisory Services
Texas
$360K +$4.41K +53 +1%
PGIM
911
Pacific Global Investment Management
California
$359K – – –
OIA
912
OneDigital Investment Advisors
Kansas
$359K +$42.4K +510 +14%
VNB
913
Virginia National Bank
Virginia
$359K +$339K +4,071 New
RA
914
RFG Advisory
Alabama
$357K +$337K +4,051 New
TCOO
915
Trust Company of Oklahoma
Oklahoma
$354K – – –
SLT
916
St Louis Trust
Missouri
$353K – – –
MMPW
917
Mitchell McLeod Pugh & Williams
Alabama
$349K +$2.16K +26 +0.7%
BOS
918
Bingham Osborn & Scarborough
California
$347K -$416 -5 -0.1%
SC
919
Savant Capital
Illinois
$346K +$13.6K +163 +4%
BCM
920
Brown Capital Management
Maryland
$341K -$2.5K -30 -0.8%
WKWM
921
Walter & Keenan Wealth Management
Indiana
$339K +$83 +1 +0%
BW
922
Bison Wealth
Georgia
$333K +$60.3K +725 +24%
CIAS
923
Capital Investment Advisory Services
North Carolina
$332K -$108K -1,303 -26%
HCM
924
Harvest Capital Management
New Hampshire
$332K – – –
BAS
925
Brown Advisory Securities
Maryland
$331K -$8.23K -99 -3%
35 36
37
38 39