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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
Nelson Capital Management
California
$28K – – –
QAM
1027
QCI Asset Management
New York
$25K – – –
GWS
1028
Glassman Wealth Services
Virginia
$24K +$21.5K +318 New
SC
1029
Saturna Capital
Washington
$23K – – –
BAM
1030
Barrett Asset Management
New York
$23K +$135 +2 +0.7%
TFO
1031
Tarbox Family Office
California
$20K – – –
CBT
1032
Central Bank & Trust
Kentucky
$19K – – –
JIR
1033
James Investment Research
Ohio
$19K – – –
RA
1034
Rational Advisors
New York
$18K +$16.2K +240 New
SFPM
1035
Sensible Financial Planning & Management
Massachusetts
$17K – – –
FCCM
1036
First City Capital Management
Georgia
$16.7K – – –
PMFA
1037
Plante Moran Financial Advisors
Michigan
$16K -$11.5K -170 -45%
SFPIA
1038
Stevens First Principles Investment Advisors
California
$16K – – –
ARMC
1039
American Research & Management Company
Massachusetts
$15K – – –
BCMIO
1040
Beacon Capital Management Inc (Ohio)
Ohio
$15K – – –
FBT
1041
Founders Bank & Trust
Michigan
$15K – – –
WA
1042
WealthTrust-Arizona
Arizona
$15K +$13.5K +200 New
CIM
1043
Contravisory Investment Management
Massachusetts
$13K +$11.8K +175 New
BAM
1044
Brave Asset Management
New Jersey
$12K – – –
CCMW
1045
Cypress Capital Management (Wyoming)
Wyoming
$11.4K +$10.1K +150 New
CAL
1046
Capital Advisors Ltd
Ohio
$11K – – –
DA
1047
Dunvegan Associates
California
$11K – – –
MCM
1048
MV Capital Management
Maryland
$11K +$9.52K +141 New
AWM
1049
Avior Wealth Management
Nebraska
$9K – – –
AAC
1050
Asset Advisors Corp
Georgia
$9K +$8.1K +120 New
40 41
42
43 44