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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1076
Sound Financial Strategies Group
Mississippi
$704K -$11.8K -86 -2%
ONST
1077
Old North State Trust
North Carolina
$703K -$50.9K -371 -8%
PG
1078
Proffitt & Goodson
Tennessee
$699K -$104K -761 -15%
ATC
1079
Adirondack Trust Company
New York
$697K – – –
MWC
1080
MKD Wealth Coaches
Michigan
$693K -$29K -211 -5%
MBTD
1081
Mechanics Bank - Trust Department
California
$693K +$42.5K +310 +8%
SF
1082
Symphony Financial
Texas
$693K +$66.8K +487 +12%
CA
1083
Cambridge Advisors
Nebraska
$689K – – –
NNP
1084
Nachman Norwood & Parrott
South Carolina
$689K +$274 +2 +0%
MA
1085
Mutual Advisors
Nebraska
$679K +$4.39K +32 +0.7%
CCM
1086
Compton Capital Management
Rhode Island
$677K -$27.4K -200 -4%
PBC
1087
Pavion Blue Capital
California
$676K – – –
SC
1088
SRB Corp
Massachusetts
$676K +$46.5K +339 +9%
EF
1089
Empirical Finance
Pennsylvania
$671K +$115K +839 +25%
PL
1090
Perpetual Ltd
Australia
$668K +$74K +539 +15%
AS
1091
Altshuler Shaham
Israel
$666K -$441K -3,211 -43%
VWA
1092
Visionary Wealth Advisors
Illinois
$666K +$120K +876 +26%
PP
1093
Pegasus Partners
Wisconsin
$664K +$56.4K +411 +11%
WWM
1094
Western Wealth Management
Colorado
$662K -$19.5K -142 -3%
GTCM
1095
Gyon Technologies Capital Management
New Jersey
$660K +$575K +4,193 New
AL
1096
Aspiriant LLC
California
$656K +$572K +4,170 New
CRC
1097
Curi RMB Capital
Illinois
$653K -$27.4K -200 -5%
IP
1098
Intellectus Partners
California
$646K +$563K +4,104 New
ECM
1099
Evergreen Capital Management
Washington
$644K +$23.2K +169 +4%
CGL
1100
Clarius Group LLC
Washington
$643K +$1.37K +10 +0.2%
42 43
44
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