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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1001
CNB Bank
Pennsylvania
$814K -$874K -5,557 -50%
BMCM
1002
Bryn Mawr Capital Management
Pennsylvania
$812K -$238K -1,512 -22%
GWSG
1003
GPS Wealth Strategies Group
Colorado
$812K -$5.82K -37 -0.7%
RPCONE
1004
Retirement Planning Company of New England
Rhode Island
$807K +$57.6K +366 +7%
AMM
1005
American Money Management
California
$802K -$1.42K -9 -0.2%
LSAG
1006
Lake Street Advisors Group
New Hampshire
$801K -$61.5K -391 -7%
VCP
1007
Verus Capital Partners
Arizona
$799K +$5.82K +37 +0.7%
CCG
1008
Cypress Capital Group
Florida
$798K -$149K -948 -15%
TCOT
1009
Trust Company of Toledo
Ohio
$797K +$2.52K +16 +0.3%
IP
1010
Intellectus Partners
California
$797K -$472 -3 -0.1%
YIH
1011
Y-Intercept (HK)
Hong Kong
$796K +$846K +5,380 New
LCGC
1012
Legacy Capital Group California
California
$796K +$8.02K +51 +1%
S
1013
SimplyRich
California
$793K – – –
VAS
1014
Vestmark Advisory Solutions
Massachusetts
$793K +$391K +2,483 +86%
AIM
1015
Anchor Investment Management
South Carolina
$791K +$3.15K +20 +0.4%
BFG
1016
Berger Financial Group
Minnesota
$790K -$22.2K -141 -3%
PA
1017
Profund Advisors
Maryland
$790K -$6.76K -43 -0.8%
SWM
1018
SeaCrest Wealth Management
New York
$788K -$8.18K -52 -1%
AF
1019
Advisornet Financial
Minnesota
$787K -$11.6K -74 -1%
DWM
1020
Dechtman Wealth Management
Colorado
$783K +$6.14K +39 +0.7%
RI
1021
Rinkey Investments
California
$783K -$27.7K -176 -3%
GM
1022
GeoWealth Management
Illinois
$780K +$195K +1,241 +31%
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$778K -$14.2K -90 -2%
LIM
1024
Leavell Investment Management
Alabama
$778K +$183K +1,161 +28%
KIM
1025
Kestra Investment Management
Texas
$776K +$824K +5,240 New
39 40
41
42 43