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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1076
Security National Trust
West Virginia
$81K – – –
NSB
1077
Norway Savings Bank
Maine
$81K +$15.4K +200 +19%
WIM
1078
Westside Investment Management
California
$79.3K +$6K +78 +7%
WAP
1079
Wealthcare Advisory Partners
Pennsylvania
$77K +$231 +3 +0.3%
CCM
1080
Cribstone Capital Management
Maine
$75K – – –
MRCM
1081
M&R Capital Management
New Jersey
$74K – – –
RFA
1082
Reilly Financial Advisors
California
$74K +$15.4K +200 +22%
TWA
1083
TCI Wealth Advisors
Arizona
$70K -$1K -13 -1%
MWA
1084
Meridian Wealth Advisors
Texas
$68K +$79.3K +1,030 New
KPW
1085
Kore Private Wealth
New York
$68K +$79.5K +1,033 New
KPCM
1086
Kings Point Capital Management
New York
$66K – – –
AC
1087
Avestar Capital
New York
$66K +$692 +9 +0.9%
CHP
1088
Cable Hill Partners
Oregon
$66K +$2.54K +33 +3%
DBT
1089
Dubuque Bank & Trust
Iowa
$63K – – –
NWM
1090
Northwest Wealth Management
Iowa
$63K – – –
RMC
1091
Resources Management Corp
Connecticut
$63K – – –
LFA
1092
Legacy Financial Advisors
Kentucky
$62K +$13.8K +180 +24%
TL
1093
TrueWealth LLC
Georgia
$58K +$28.1K +365 +71%
RWA
1094
Ropes Wealth Advisors
Massachusetts
$55K +$28.9K +375 +83%
PCIA
1095
Prime Capital Investment Advisors
Kansas
$55K +$37.3K +485 +143%
EI
1096
Ellevest Inc
New York
$55K +$64.3K +836 New
WANY
1097
Wealthspire Advisors (New York)
New York
$55K +$64.3K +836 New
PCP
1098
Proficio Capital Partners
Massachusetts
$54K +$15.1K +196 +32%
AWM
1099
Aevitas Wealth Management
Massachusetts
$53K – – –
PRC
1100
Pearl River Capital
Michigan
$53K +$61.6K +800 New
42 43
44
45 46