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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Biltmore Wealth Management
Arizona
$911K +$861K +4,601 New
EF
1127
Empirical Finance
Pennsylvania
$909K – – –
BHWM
1128
Bar Harbor Wealth Management
New Hampshire
$901K -$20K -107 -2%
M
1129
Mirova
France
$900K +$160K +853 +23%
CCP
1130
Cardan Capital Partners
Colorado
$899K – – –
BPA
1131
Beacon Pointe Advisors
California
$898K +$224K +1,195 +36%
RMAM
1132
Raab & Moskowitz Asset Management
New Jersey
$897K +$8.23K +44 +1%
CB
1133
Community Bank
New York
$894K -$41.7K -223 -5%
DLA
1134
Douglas Lane & Associates
New York
$891K +$288K +1,537 +52%
DL
1135
DOHJ LLC
Washington
$890K +$841K +4,493 New
AI
1136
ArchPoint Investors
Florida
$888K -$228K -1,220 -21%
BAM
1137
Berkshire Asset Management
Pennsylvania
$887K -$158K -843 -16%
HIA
1138
Harbor Investment Advisory
Maryland
$886K +$191K +1,021 +30%
RP
1139
Rowlandmiller & Partners
Georgia
$885K – – –
EW
1140
Evoke Wealth
California
$882K +$792K +4,231 +1,923%
PFBT
1141
Parkside Financial Bank & Trust
Missouri
$880K -$22.5K -120 -3%
NNP
1142
Nachman Norwood & Parrott
South Carolina
$877K +$561 +3 +0.1%
MCC
1143
Money Concepts Capital
Florida
$873K -$18.9K -101 -2%
MWC
1144
MKD Wealth Coaches
Michigan
$872K – – –
DIA
1145
Dean Investment Associates
Ohio
$865K +$2.06K +11 +0.3%
FTDI
1146
First Trust Direct Indexing
Massachusetts
$864K +$325K +1,736 +66%
CA
1147
Cambridge Advisors
Nebraska
$863K – – –
CPIG
1148
Chicago Partners Investment Group
Illinois
$861K +$58.6K +313 +8%
SSW
1149
Smith Shellnut Wilson
Mississippi
$858K +$2.62K +14 +0.3%
CT
1150
Chicago Trust
Illinois
$858K +$222K +1,185 +38%
44 45
46
47 48