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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Clear Perspective Advisors
Illinois
$215K +$200K +2,479 New
LIC
1102
Lodestar Investment Counsel
Illinois
$214K +$199K +2,466 New
FNBSF
1103
First National Bank Sioux Falls
South Dakota
$214K +$200K +2,474 New
AIM
1104
Avity Investment Management
Connecticut
$214K +$200K +2,475 New
SCM
1105
Stonebridge Capital Management
California
$212K -$3.56K -44 -2%
IHL
1106
Investment House LLC
California
$210K +$196K +2,425 New
SFSIG
1107
San Francisco Sentry Investment Group
California
$209K +$727 +9 +0.4%
FTC
1108
Farmers Trust Company
Ohio
$209K +$195K +2,412 New
VCM
1109
Vivaldi Capital Management
Illinois
$209K +$195K +2,415 New
PCA
1110
Personal Capital Advisors
California
$209K +$195K +2,417 New
WSC
1111
Wellington Shields & Co
New York
$208K -$40.4K -500 -17%
WAAG
1112
Wealth Alliance Advisory Group
Kansas
$208K +$194K +2,400 New
BRWM
1113
B. Riley Wealth Management
Tennessee
$207K +$193K +2,394 New
FSA
1114
Fort Sheridan Advisors
Illinois
$206K +$192K +2,374 New
AUB
1115
Atlantic Union Bankshares
Virginia
$205K -$66.6K -824 -26%
TNBTD
1116
Trustmark National Bank Trust Department
Mississippi
$205K +$8.81K +109 +5%
GFP
1117
Gryphon Financial Partners
Ohio
$205K +$192K +2,375 New
HR
1118
Hayden Royal
North Carolina
$205K +$192K +2,376 New
JMFC
1119
J.M. Forbes & Co
Massachusetts
$201K +$187K +2,315 New
CAL
1120
Capital Analysts LLC
Pennsylvania
$199K – – –
JWA
1121
JFS Wealth Advisors
Pennsylvania
$198K -$16.2K -200 -8%
WIM
1122
Westside Investment Management
California
$197K +$186K +2,300 New
AF
1123
Arrow Financial
New York
$195K – – –
SWA
1124
Sutton Wealth Advisors
Florida
$195K – – –
ARMT
1125
Amica Retiree Medical Trust
Rhode Island
$193K -$17.4K -215 -9%
43 44
45
46 47