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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
951
FineMark National Bank & Trust
Florida
$280K -$872K -10,485 -77%
NIM
952
Northeast Investment Management
Massachusetts
$280K +$13.3K +160 +5%
SM
953
Sciencast Management
New Jersey
$279K +$277K +3,328 New
TPWA
954
TRUE Private Wealth Advisors
Oregon
$277K -$12.9K -155 -5%
ST
955
Spinnaker Trust
Maine
$275K -$499 -6 -0.2%
HB
956
Homrich & Berg
Georgia
$275K +$25.2K +303 +11%
ECM
957
Evergreen Capital Management
Washington
$275K +$33.3K +400 +15%
ZB
958
Zions Bancorporation
Utah
$275K +$259K +3,118 New
IR
959
Invictus RG
Bermuda
$275K +$260K +3,122 New
SMFS
960
Squar Milner Financial Services
California
$274K +$118K +1,415 +83%
TWM
961
Titus Wealth Management
California
$274K +$258K +3,103 New
PWAG
962
Polaris Wealth Advisory Group
California
$271K +$256K +3,077 New
DLA
963
Douglas Lane & Associates
New York
$268K +$7.65K +92 +3%
FGAM
964
Financial Gravity Asset Management
Texas
$268K +$213K +2,561 +405%
PFS
965
Prospera Financial Services
Texas
$265K -$14.7K -177 -5%
PMG
966
ProVise Management Group
Florida
$265K -$3.41K -41 -1%
SC
967
Searle & Co
Connecticut
$265K – – –
CAM
968
Cubic Asset Management
Massachusetts
$264K – – –
APP
969
Avantax Planning Partners
Iowa
$263K +$248K +2,978 New
CDH
970
Charles D. Hyman
$262K -$8.32K -100 -3%
KFC
971
Klingenstein Fields & Co
New York
$262K – – –
LP
972
LMR Partners
United Kingdom
$259K +$245K +2,941 New
SMM
973
Stadion Money Management
Georgia
$258K -$57.1K -686 -19%
BA
974
Ballew Advisors
Mississippi
$257K – – –
DA
975
Dillon & Associates
Michigan
$257K – – –
37 38
39
40 41