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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1151
Brookstone Capital Management
Illinois
$552K +$215K +1,566 +81%
SWA
1152
Sutton Wealth Advisors
Florida
$547K +$52.6K +383 +12%
RGC
1153
Roberts, Glore & Co
Illinois
$544K -$12.3K -90 -3%
LWAC
1154
Laurel Wealth Advisors (California)
California
$544K -$1.37K -10 -0.3%
SWA
1155
Stratos Wealth Advisors
Ohio
$543K -$60K -437 -11%
WSTAM
1156
Wilbanks Smith & Thomas Asset Management
Virginia
$541K +$23.2K +169 +5%
IAN
1157
Integrated Advisors Network
Texas
$540K -$126K -917 -21%
BFC
1158
Bedel Financial Consulting
Indiana
$536K -$45.7K -333 -9%
MCCP
1159
Mission Creek Capital Partners
California
$535K -$4.94K -36 -1%
EWA
1160
Exencial Wealth Advisors
Oklahoma
$534K – – –
AAM
1161
AMI Asset Management
California
$533K -$137 -1 -0%
IFWM
1162
Institute for Wealth Management
Colorado
$529K -$31K -226 -6%
IEFM
1163
IQ EQ Fund Management
Ireland
$529K +$461K +3,362 New
BCM
1164
Brown Capital Management
Maryland
$528K -$170K -1,241 -27%
CWP
1165
CFM Wealth Partners
Texas
$527K – – –
HC
1166
Hourglass Capital
Texas
$525K – – –
LWA
1167
Lenox Wealth Advisors
New York
$523K -$11.9K -87 -3%
IC
1168
IEQ Capital
California
$523K +$202K +1,470 +79%
PWM
1169
Peterson Wealth Management
Nevada
$522K -$22.8K -166 -5%
DWA
1170
Douglass Winthrop Advisors
New York
$519K – – –
TMAM
1171
Tokio Marine Asset Management
Japan
$519K +$79.4K +579 +21%
TNA
1172
True North Advisors
Texas
$518K +$1.92K +14 +0.4%
OWP
1173
Obermeyer Wealth Partners
Colorado
$517K +$117K +853 +35%
BFIM
1174
Beese Fulmer Investment Management
Ohio
$508K -$165K -1,200 -27%
BA
1175
Ballew Advisors
Mississippi
$507K -$10.3K -75 -2%
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