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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1076
Oakworth Capital
Alabama
$110K – – –
CAG
1077
Csenge Advisory Group
Florida
$109K +$110K +1,319 New
KA
1078
Kaizen Advisory
Illinois
$108K – – –
SNT
1079
Security National Trust
West Virginia
$108K – – –
HFM
1080
Harvest Fund Management
China
$104K +$98.4K +1,183 New
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$103K +$998 +12 +1%
CCM
1082
Cribstone Capital Management
Maine
$101K – – –
WIM
1083
Westside Investment Management
California
$99.3K -$33.3K -400 -26%
SWMG
1084
Signature Wealth Management Group
Georgia
$99K -$3.53M -42,419 -97%
MRCM
1085
M&R Capital Management
New Jersey
$99K – – –
DWM
1086
Destination Wealth Management
California
$97K +$36.8K +443 +68%
TWA
1087
TCI Wealth Advisors
Arizona
$94K -$11.1K -133 -11%
NSB
1088
Norway Savings Bank
Maine
$91K – – –
KPCM
1089
Kings Point Capital Management
New York
$88K – – –
MPIA
1090
Mountain Pacific Investment Advisers
Idaho
$88K +$83.2K +1,000 New
AC
1091
Avestar Capital
New York
$87K -$43.2K -520 -33%
DBT
1092
Dubuque Bank & Trust
Iowa
$85K -$24.9K -300 -24%
NWM
1093
Northwest Wealth Management
Iowa
$84K – – –
RMC
1094
Resources Management Corp
Connecticut
$84K +$79.7K +958 New
CHP
1095
Cable Hill Partners
Oregon
$82K – – –
RFA
1096
Reilly Financial Advisors
California
$81K +$250 +3 +0.3%
CGT
1097
Capital Guardian Trust
California
$78K +$73.2K +880 New
HMS
1098
Hanseatic Management Services
New Mexico
$76K -$1.58K -19 -2%
FC
1099
Ferris Capital
Massachusetts
$75K -$10.4K -125 -13%
FANJ
1100
Financial Architects (New Jersey)
New Jersey
$75K -$2K -24 -3%
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