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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
951
Visionary Horizons
Tennessee
$898K +$769K +6,303 New
CSA
952
Cottage Street Advisors
Massachusetts
$896K -$47.2K -387 -6%
CT
953
Columbia Trust
Oregon
$895K +$117K +955 +18%
C
954
Certuity
Florida
$894K +$767K +6,281 New
CNBTD
955
Citizens National Bank Trust Department
Mississippi
$893K – – –
CCG
956
Cypress Capital Group
Florida
$892K -$62.7K -514 -8%
FPF
957
First Pacific Financial
Washington
$889K -$2.56K -21 -0.3%
TBA
958
Tower Bridge Advisors
Pennsylvania
$887K -$48.8K -400 -6%
MSFS
959
Main Street Financial Solutions
Pennsylvania
$884K -$3.78K -31 -0.5%
CAMG
960
CWA Asset Management Group
Florida
$874K +$370K +3,030 +97%
CGH
961
CMG Global Holdings
Texas
$872K – – –
VRM
962
Vectors Research Management
New York
$872K – – –
CP
963
Canopy Partners
Ohio
$868K +$744K +6,096 New
WB
964
Webster Bank
Connecticut
$867K +$4.39K +36 +0.6%
EM
965
Excalibur Management
Massachusetts
$866K -$1.95K -16 -0.3%
NIM
966
Northeast Investment Management
Massachusetts
$864K -$206K -1,688 -22%
SAG
967
SageView Advisory Group
California
$864K +$751K +6,150 New
AA
968
Auxano Advisors
Washington
$864K +$741K +6,067 New
AF
969
Advisornet Financial
Minnesota
$864K -$7.81K -64 -1%
C
970
Croban
Ohio
$861K +$778K +6,371 New
PFSC
971
Peoples Financial Services Corp
Pennsylvania
$861K +$2.44K +20 +0.3%
CF
972
Copperwynd Financial
Arizona
$859K +$41.9K +343 +6%
CWS
973
Confluence Wealth Services
Pennsylvania
$856K -$152K -1,247 -17%
MUAMU
974
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$855K +$732K +6,000 New
NRG
975
Nemes Rush Group
Michigan
$855K -$66.5K -545 -8%
37 38
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