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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1001
Smith Salley Wealth Management
North Carolina
$230K -$61.4K -813 -23%
PWP
1002
Private Wealth Partners
California
$230K +$211K +2,800 New
WA
1003
Wealth Architects
California
$229K -$4.08K -54 -2%
BST
1004
Bath Savings Trust
Maine
$228K -$10.3K -136 -5%
RP
1005
Rowlandmiller & Partners
Georgia
$228K +$151 +2 +0.1%
LC
1006
Lourd Capital
California
$228K +$209K +2,771 New
RB
1007
Rodgers Brothers
Pennsylvania
$227K – – –
BRA
1008
Bender Robert & Associates
California
$226K -$13.6K -180 -6%
BJL
1009
Brighton Jones LLC
Washington
$222K -$14.2K -188 -7%
MIM
1010
Marco Investment Management
Georgia
$222K +$204K +2,704 New
AAMU
1011
Amundi Asset Management US
Massachusetts
$221K -$12.7M -167,897 -98%
BA
1012
Bristlecone Advisors
Washington
$221K -$106K -1,405 -34%
CL
1013
Croft-Leominster
Maryland
$220K +$202K +2,675 New
PA
1014
Parkside Advisors
California
$220K +$202K +2,675 New
QI
1015
Quotient Investors
New York
$219K +$201K +2,666 New
IAA
1016
Ironsides Asset Advisors
North Carolina
$217K +$200K +2,643 New
KL
1017
KWMG LLC
Kansas
$217K +$200K +2,643 New
NFG
1018
Next Financial Group
Texas
$216K -$120K -1,586 -38%
HHGA
1019
Halbert Hargrove Global Advisors
California
$213K -$48.7K -645 -20%
MCM
1020
Manchester Capital Management
Vermont
$207K – – –
GHA
1021
GW Henssler & Associates
Georgia
$207K +$190K +2,515 New
AAM
1022
Autus Asset Management
Arizona
$206K -$26.8K -355 -12%
IFS
1023
Ifrah Financial Services
Arkansas
$204K +$187K +2,473 New
VST
1024
Van Strum & Towne
California
$204K +$187K +2,480 New
CCT
1025
Chemung Canal Trust
New York
$203K +$187K +2,470 New
39 40
41
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