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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFH
1026
NEXT Financial Holdings
Texas
$262K +$239K +3,264 New
BSW
1027
Buckingham Strategic Wealth
Missouri
$259K -$9.57K -131 -4%
BFM
1028
Boston Financial Management
Massachusetts
$258K -$29.2K -399 -11%
LWA
1029
Lenox Wealth Advisors
New York
$258K – – –
AUB
1030
Atlantic Union Bankshares
Virginia
$256K -$43.1K -590 -16%
DLA
1031
Douglas Lane & Associates
New York
$255K +$6.72K +92 +3%
SFSG
1032
Stearns Financial Services Group
North Carolina
$254K -$25.4K -348 -10%
VHAM
1033
Van Hulzen Asset Management
California
$253K -$18.3K -250 -7%
WEC
1034
Winslow Evans & Crocker
Massachusetts
$252K +$20.2K +276 +10%
LFASL
1035
Lugano Financial Advisors SA (LFA)
Switzerland
$250K +$44.7K +612 +24%
SMFS
1036
Squar Milner Financial Services
California
$249K – – –
BJL
1037
Brighton Jones LLC
Washington
$249K +$227K +3,104 New
LP
1038
LMR Partners
United Kingdom
$247K +$225K +3,072 New
RA
1039
RFG Advisory
Alabama
$246K -$236K -3,235 -51%
SAM
1040
Security Asset Management
New York
$245K -$46.3K -633 -17%
BA
1041
Ballew Advisors
Mississippi
$245K – – –
PL
1042
Plancorp LLC
Missouri
$245K +$223K +3,050 New
MSAM
1043
Moloney Securities Asset Management
Missouri
$244K -$37K -506 -14%
GPA
1044
Garrison Point Advisors
California
$244K -$7.31K -100 -3%
KFC
1045
Klingenstein Fields & Co
New York
$244K +$222K +3,040 New
PFSC
1046
Peoples Financial Services Corp
Pennsylvania
$243K -$36.5K -500 -14%
RP
1047
Rowlandmiller & Partners
Georgia
$243K – – –
SSG
1048
Summit Securities Group
New York
$241K -$702K -9,600 -76%
NCM
1049
Northside Capital Management
Oregon
$241K +$220K +3,006 New
JFA
1050
Johanson Financial Advisors
California
$241K +$221K +3,029 New
40 41
42
43 44