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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
951
Courier Capital
New York
$555K -$11.8K -124 -2%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$555K +$28.6K +301 +6%
CCM
953
Compton Capital Management
Rhode Island
$551K -$19K -200 -4%
WP
954
WealthSource Partners
California
$551K +$63.3K +665 +15%
FAIM
955
Financial Advocates Investment Management
Washington
$550K +$36.7K +386 +8%
SVWAG
956
Sound View Wealth Advisors Group
Georgia
$540K -$43.7K -459 -8%
PWM
957
Perigon Wealth Management
California
$539K -$143K -1,507 -24%
IB
958
Intrust Bank
Kansas
$539K -$4.76K -50 -1%
RCG
959
Rock Creek Group
District of Columbia
$535K -$1.9M -20,000 -80%
ER
960
Enlightenment Research
Florida
$535K +$190K +2,000 +67%
SACTSONJ
961
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$535K +$476K +5,000 New
CTA
962
Chesley Taft & Associates
Illinois
$531K -$30.9K -325 -6%
FAM
963
Formidable Asset Management
Ohio
$531K -$476 -5 -0.1%
BCM
964
Brown Capital Management
Maryland
$529K +$6.66K +70 +1%
DAS
965
Dynamic Advisor Solutions
Arizona
$528K -$38.4K -404 -8%
MCM
966
Manchester Capital Management
Vermont
$527K – – –
VAS
967
Valicenti Advisory Services
New York
$527K – – –
MMPW
968
Mitchell McLeod Pugh & Williams
Alabama
$527K +$54K +568 +13%
IFS
969
Ifrah Financial Services
Arkansas
$525K -$3.14K -33 -0.7%
BAM
970
Belpointe Asset Management
Nevada
$524K -$431K -4,533 -48%
PFS
971
Prospera Financial Services
Texas
$522K -$123K -1,291 -21%
LNB
972
Ledyard National Bank
$522K -$2.38K -25 -0.5%
CFA
973
Carroll Financial Associates
North Carolina
$520K -$10.3K -108 -2%
WMA
974
Wealth Management Associates
New Jersey
$517K +$460K +4,840 New
CWS
975
Cypress Wealth Services
California
$516K +$2.57K +27 +0.6%
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