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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1051
River Wealth Advisors
Pennsylvania
$951K -$29.2K -175 -3%
ACM
1052
AlphaStar Capital Management
North Carolina
$951K +$815K +4,884 New
JIP
1053
Jaffetilchin Investment Partners
Florida
$950K +$217K +1,303 +32%
S
1054
SimplyRich
California
$946K – – –
BUB
1055
BBVA USA Bancshares
Texas
$943K -$25.9K -155 -3%
PFO
1056
Pathstone Family Office
New Jersey
$942K +$867K +5,197 +3,766%
AT
1057
Arden Trust
Delaware
$941K – – –
BAM
1058
Berkshire Asset Management
Pennsylvania
$940K +$426K +2,552 +92%
JWS
1059
Juncture Wealth Strategies
Arizona
$938K -$131K -788 -13%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$930K – – –
YIA
1061
YHB Investment Advisors
Connecticut
$928K – – –
TWP
1062
Tempus Wealth Planning
California
$926K -$53.5K -321 -6%
BOH
1063
Bank of Hawaii
Hawaii
$921K -$59.7K -358 -6%
EFSCE
1064
Enterprise Financial Services Corp (EFSC)
Missouri
$918K -$17K -102 -2%
CC
1065
Courier Capital
New York
$918K +$96.1K +576 +12%
FNFDCM
1066
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917K -$43.4K -260 -5%
AIP
1067
Almanack Investment Partners
Pennsylvania
$912K -$10.2K -61 -1%
IC
1068
Intersect Capital
California
$912K +$381K +2,286 +79%
CDH
1069
Charles D. Hyman
$911K -$117K -701 -12%
EF
1070
Empirical Finance
Pennsylvania
$909K +$147K +884 +21%
TCM
1071
Tradewinds Capital Management
Washington
$908K -$8.34K -50 -1%
AS
1072
Altshuler Shaham
Israel
$905K +$149K +896 +21%
OFG
1073
Oxford Financial Group
Indiana
$899K – – –
CPWA
1074
Cerro Pacific Wealth Advisors
California
$898K +$848K +5,085 New
JCIA
1075
Jackson Creek Investment Advisors
Colorado
$894K +$76.2K +457 +10%
41 42
43
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