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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
926
Capital Performance Advisors
California
$635K -$44.8K -397 -7%
JTWM
927
Jackson Thornton Wealth Management
Alabama
$633K +$63.1K +560 +12%
NHT
928
New Hampshire Trust
New Hampshire
$633K -$13.2K -117 -2%
CCM
929
Compass Capital Management
Minnesota
$632K +$225 +2 +0%
SC
930
Sepio Capital
Utah
$632K -$6.2K -55 -1%
SC
931
Syon Capital
California
$631K -$219K -1,944 -27%
KIA
932
KCM Investment Advisors
California
$631K -$42.5K -377 -7%
ADL
933
Asset Dedication LLC
California
$631K +$419K +3,712 +248%
AIM
934
Acropolis Investment Management
Missouri
$626K +$11.4K +101 +2%
TAM
935
Tocqueville Asset Management
New York
$624K -$11.8K -105 -2%
CFB
936
Cullen/Frost Bankers
Texas
$624K +$30.8K +273 +6%
PG
937
Proffitt & Goodson
Tennessee
$624K +$2.82K +25 +0.5%
LFA
938
Legacy Financial Advisors
Kentucky
$618K +$22.8K +202 +4%
EFS
939
Essex Financial Services
Connecticut
$616K +$5.41K +48 +1%
FCP
940
Fidelis Capital Partners
Florida
$616K +$38.1K +338 +7%
WCM
941
Winebrenner Capital Management
Kentucky
$615K +$1.13K +10 +0.2%
VCM
942
Virtue Capital Management
Tennessee
$615K +$17.6K +156 +3%
CGH
943
CMG Global Holdings
Texas
$614K -$10.1K -90 -2%
FA
944
Fiduciary Alliance
South Carolina
$614K +$563K +4,997 New
AMM
945
American Money Management
California
$610K +$21.8K +193 +4%
SMC
946
Smith, Moore & Co
Missouri
$608K -$7.1K -63 -1%
JWM
947
Jeppson Wealth Management
California
$608K -$46.9K -416 -8%
JSW
948
Journey Strategic Wealth
New Jersey
$607K +$78.6K +697 +16%
WAAG
949
Wealth Alliance Advisory Group
Kansas
$607K +$7.22K +64 +1%
AG
950
Ascent Group
Virginia
$606K +$11.5K +102 +2%
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