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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1051
Squar Milner Financial Services
California
$406K +$444 +4 +0.1%
NNP
1052
Nachman Norwood & Parrott
South Carolina
$406K +$59.4K +535 +14%
FAS
1053
Formuepleje A/S
Denmark
$405K -$24.5K -221 -5%
WMA
1054
Wealth Management Associates
New Jersey
$405K -$53.3K -480 -10%
CT
1055
Columbia Trust
Oregon
$402K -$68.7K -619 -12%
TFS
1056
Thoroughbred Financial Services
Tennessee
$401K +$9.22K +83 +2%
DAS
1057
Dynamic Advisor Solutions
Arizona
$400K -$470K -4,235 -50%
BBA
1058
Braun-Bostich & Associates
Pennsylvania
$399K -$68.4K -616 -13%
PBC
1059
Pavion Blue Capital
California
$399K – – –
MIA
1060
MainStreet Investment Advisors
Illinois
$399K +$477K +4,292 New
OTPPB
1061
Ontario Teachers' Pension Plan Board
Ontario, Canada
$395K -$1.28M -11,555 -73%
CWP
1062
CFM Wealth Partners
Texas
$395K +$48.2K +434 +11%
PCM
1063
Palisade Capital Management
New Jersey
$395K +$472K +4,250 New
SVWAG
1064
Sound View Wealth Advisors Group
Georgia
$394K -$28.1K -253 -6%
CWP
1065
Capital Wealth Planning
Florida
$390K +$14.5K +131 +3%
GIA
1066
Gladstone Institutional Advisory
Florida
$390K +$42.5K +383 +10%
ACA
1067
Atlas Capital Advisors
Wyoming
$389K +$4.22K +38 +0.9%
ATFA
1068
All Terrain Financial Advisors
Minnesota
$389K -$166K -1,494 -26%
9WM
1069
9258 Wealth Management
Ohio
$389K +$90.7K +817 +30%
KWMG
1070
King Wealth Management Group
Florida
$385K +$460K +4,146 New
FFA
1071
First Foundation Advisors
California
$382K – – –
AA
1072
Ancora Advisors
Ohio
$382K +$111 +1 +0%
AP
1073
Appleton Partners
Massachusetts
$379K – – –
WP
1074
WealthShield Partners
North Carolina
$378K +$111K +1,004 +33%
RIM
1075
Rampart Investment Management
Connecticut
$375K -$3.24M -29,213 -88%
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