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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1101
Appleton Partners
Massachusetts
$642K – – –
JIP
1102
Jaffetilchin Investment Partners
Florida
$642K +$559K +4,077 New
CPIG
1103
Chicago Partners Investment Group
Illinois
$640K +$560K +4,082 New
SWM
1104
Sugarloaf Wealth Management
Georgia
$638K +$412 +3 +0.1%
LDB
1105
Lee, Danner & Bass
Tennessee
$635K +$44.6K +325 +9%
MCM
1106
Manchester Capital Management
Vermont
$633K -$125K -910 -18%
SVWAG
1107
Sound View Wealth Advisors Group
Georgia
$633K -$14.8K -108 -3%
DP
1108
Dearborn Partners
Illinois
$633K +$48.6K +354 +10%
BOPW
1109
Brandywine Oak Private Wealth
Pennsylvania
$630K -$26.2K -191 -5%
SLT
1110
St Louis Trust
Missouri
$630K – – –
CCP
1111
Cardan Capital Partners
Colorado
$629K +$25.9K +189 +5%
WSFS
1112
Wilmington Savings Fund Society
Delaware
$628K -$12.3K -90 -2%
PVWM
1113
Point View Wealth Management
New Jersey
$626K -$4.25K -31 -0.8%
FMTC
1114
Farmers & Merchants Trust Company
California
$622K +$7.13K +52 +1%
FNBT
1115
FineMark National Bank & Trust
Florida
$621K -$83.4K -608 -13%
CST
1116
Charles Schwab Trust
Nevada
$619K +$21.7K +158 +4%
GKWIM
1117
Gerber Kawasaki Wealth & Investment Management
California
$618K +$70K +510 +15%
VBFP
1118
Valtinson Bruner Financial Planning
Minnesota
$617K -$47.1K -343 -8%
IAIM
1119
International Assets Investment Management
Florida
$617K +$5.99M +43,637 New
PCG
1120
Private Capital Group
Connecticut
$616K +$5.35K +39 +1%
FFA
1121
First Foundation Advisors
California
$615K -$72.6K -529 -12%
1SB
1122
1ST Source Bank
Indiana
$613K -$184K -1,343 -26%
LIM
1123
Leavell Investment Management
Alabama
$613K – – –
PCA
1124
Personal Capital Advisors
California
$611K -$8.92K -65 -2%
WMA
1125
Wealth Management Associates
New Jersey
$611K -$71.6K -522 -12%
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