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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
976
Pinnacle Financial Partners (Tennessee)
Tennessee
$482K -$666 -6 -0.1%
OFG
977
Oxford Financial Group
Indiana
$474K +$566K +5,094 New
VBFP
978
Valtinson Bruner Financial Planning
Minnesota
$473K +$222 +2 +0%
BHWM
979
Bar Harbor Wealth Management
New Hampshire
$473K +$110K +994 +24%
CCA
980
Cobblestone Capital Advisors
New York
$473K +$566K +5,093 New
EM
981
Excalibur Management
Massachusetts
$469K -$12.5K -113 -2%
BSG
982
Black Swift Group
Colorado
$466K +$557K +5,016 New
3C
983
361 Capital
Colorado
$465K -$467K -4,207 -46%
RCG
984
Rock Creek Group
District of Columbia
$465K -$300K -2,701 -35%
SACTSONJ
985
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$465K – – –
BRWM
986
B. Riley Wealth Management
Tennessee
$465K +$217K +1,955 +64%
SWM
987
Strategic Wealth Management
Washington
$465K +$556K +5,003 New
CIAS
988
Capital Investment Advisory Services
North Carolina
$463K +$17.4K +157 +3%
BAM
989
Berkshire Asset Management
Pennsylvania
$462K +$212K +1,913 +63%
MCM
990
Manchester Capital Management
Vermont
$459K – – –
MMPW
991
Mitchell McLeod Pugh & Williams
Alabama
$458K – – –
RMCM
992
Reynders McVeigh Capital Management
Massachusetts
$458K +$14.9K +134 +3%
BS
993
Boenning & Scattergood
Pennsylvania
$455K -$5.55K -50 -1%
CWS
994
Cypress Wealth Services
California
$455K +$5.11K +46 +0.9%
VAS
995
Valicenti Advisory Services
New York
$453K -$33.5K -302 -6%
ONST
996
Old North State Trust
North Carolina
$450K +$36.1K +325 +7%
FNT
997
First Nebraska Trust
Nebraska
$448K +$11.1K +100 +2%
FSA
998
Franklin Street Advisors
North Carolina
$447K -$29.9K -269 -5%
SSW
999
Smith Shellnut Wilson
Mississippi
$447K +$6.55K +59 +1%
ACM
1000
Anfield Capital Management
California
$447K +$65.5K +590 +14%
38 39
40
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