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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1001
Formidable Asset Management
Ohio
$608K +$30.2K +265 +6%
TPWA
1002
TRUE Private Wealth Advisors
Oregon
$608K +$67.5K +591 +13%
PCM
1003
Pennsylvania Capital Management
Pennsylvania
$608K +$579K +5,073 New
PP
1004
Professional Planning
California
$608K +$579K +5,073 New
SWM
1005
Strategic Wealth Management
Washington
$606K +$5.71K +50 +1%
CT
1006
Cambridge Trust
Massachusetts
$605K -$124K -1,085 -19%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$600K – – –
AWC
1008
Abundance Wealth Counselors
Pennsylvania
$600K +$571K +4,999 New
DA
1009
DCF Advisers
Connecticut
$600K +$571K +5,000 New
EM
1010
Excalibur Management
Massachusetts
$596K -$8.9K -78 -2%
FMLI
1011
Fukoku Mutual Life Insurance
Japan
$595K -$68.5K -600 -11%
SC
1012
Savant Capital
Illinois
$593K +$37.5K +329 +7%
MCM
1013
Manchester Capital Management
Vermont
$592K – – –
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$591K – – –
BCA
1015
Bay Colony Advisors
Massachusetts
$589K +$560K +4,909 New
AWE
1016
Avidian Wealth Enterprises
Texas
$588K +$30.2K +265 +6%
3C
1017
361 Capital
Colorado
$587K -$13.1K -115 -2%
CWS
1018
Cypress Wealth Services
California
$587K +$457 +4 +0.1%
UCMOK
1019
United Capital Management of KS
Kansas
$587K +$559K +4,897 New
PRC
1020
Pearl River Capital
Michigan
$585K +$262K +2,293 +89%
MIP
1021
Marietta Investment Partners
Wisconsin
$584K +$160K +1,400 +40%
BOTW
1022
Bank of the West
California
$580K -$42.6K -373 -7%
ONST
1023
Old North State Trust
North Carolina
$580K – – –
SSW
1024
Smith Shellnut Wilson
Mississippi
$576K – – –
BI
1025
Ballast Inc
Kentucky
$575K – – –
39 40
41
42 43