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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
WBH Advisory
Maryland
$579K +$6.35K +50 +1%
TA
1002
Tectonic Advisors
Texas
$577K +$87.5K +689 +15%
IBOK
1003
Independence Bank of Kentucky
Kentucky
$577K +$83.8K +660 +14%
MMM
1004
Mendel Money Management
Illinois
$573K +$40.2K +317 +7%
HI
1005
Horizon Investments
North Carolina
$573K +$300K +2,366 +83%
DWM
1006
Dechtman Wealth Management
Colorado
$572K +$5.84K +46 +0.9%
CW
1007
CreativeOne Wealth
Kansas
$571K -$428K -3,368 -39%
JWCA
1008
J.W. Cole Advisors
Florida
$567K -$50.9K -401 -7%
DP
1009
Dearborn Partners
Illinois
$567K -$118K -928 -15%
DPIM
1010
Duff & Phelps Investment Management
Illinois
$564K -$19.8K -156 -3%
CFG
1011
Cooper Financial Group
California
$561K -$99.9K -787 -13%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$560K +$40K +315 +7%
SWM
1013
SeaCrest Wealth Management
New York
$559K -$161K -1,272 -20%
HGERS
1014
Householder Group Estate & Retirement Specialist
Arizona
$558K +$641K +5,048 New
SB
1015
Sunflower Bank
Texas
$556K – – –
EWA
1016
Encompass Wealth Advisors
Oregon
$556K – – –
WT
1017
Washington Trust
Rhode Island
$556K -$99.9K -787 -14%
CWM
1018
Cornerstone Wealth Management
Missouri
$555K -$246K -1,937 -28%
PCM
1019
Parsons Capital Management
Rhode Island
$553K -$16.9K -133 -3%
SACTSONJ
1020
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
AA
1021
Argent Advisors
Louisiana
$553K -$8.89K -70 -1%
EWM
1022
Executive Wealth Management
Michigan
$552K -$15.9K -125 -2%
RMCM
1023
Reynders McVeigh Capital Management
Massachusetts
$552K -$5.59K -44 -0.9%
VCP
1024
Verus Capital Partners
Arizona
$551K +$201K +1,586 +47%
BFG
1025
Berger Financial Group
Minnesota
$549K -$46.5K -366 -7%
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