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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1026
Advisory Alpha
Michigan
$558K +$115K +903 +27%
CIA
1027
Cladis Investment Advisory
Montana
$557K +$127 +1 +0%
PSCM
1028
Per Stirling Capital Management
Texas
$557K -$10.4K -82 -2%
SFS
1029
Sharp Financial Services
Pennsylvania
$555K – – –
AP
1030
Advisortrust Partners
North Carolina
$551K -$5.49M -43,215 -91%
AIM
1031
Aigen Investment Management
New York
$548K +$533K +4,192 New
WIC
1032
Woodmont Investment Counsel
Tennessee
$547K +$532K +4,186 New
CAMG
1033
CWA Asset Management Group
Florida
$546K -$99.5K -783 -16%
WWMP
1034
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$546K -$15.8K -124 -3%
ARC
1035
Advisor Resource Council
Texas
$546K -$516K -4,062 -48%
FAM
1036
Formidable Asset Management
Ohio
$545K -$41.7K -328 -7%
PWPS
1037
Pinnacle Wealth Planning Services
Ohio
$545K +$6.86K +54 +1%
CNBOF
1038
City National Bank of Florida
Florida
$544K +$529K +4,167 New
WCCM
1039
Willow Creek Capital Management
Montana
$543K +$529K +4,161 New
RWP
1040
Revolve Wealth Partners
New Jersey
$543K +$528K +4,158 New
BFIM
1041
Beese Fulmer Investment Management
Ohio
$541K +$46K +362 +10%
SAM
1042
Sagewood Asset Management
New York
$540K +$113K +890 +27%
EV
1043
EJMK Ventures
Illinois
$539K +$2.29K +18 +0.4%
RAG
1044
RIA Advisory Group
Iowa
$536K -$26.7K -210 -5%
SVWAG
1045
Sound View Wealth Advisors Group
Georgia
$535K -$11.8K -93 -2%
PIM
1046
Penobscot Investment Management
Massachusetts
$535K – – –
PCG
1047
Prosperity Consulting Group
Maryland
$534K +$205K +1,612 +65%
LWA
1048
Lifelong Wealth Advisors
Minnesota
$530K +$889 +7 +0.2%
CFO
1049
Cambient Family Office
Michigan
$530K +$12.8K +101 +3%
PCM
1050
Park Capital Management
Wisconsin
$530K -$59K -464 -10%
40 41
42
43 44