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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1151
Everett Harris & Co
California
$403K – – –
CIA
1152
Choate Investment Advisors
Massachusetts
$403K -$1.34M -10,588 -74%
WMP
1153
Wealth Management Partners
Arizona
$402K -$21.5K -169 -4%
LIM
1154
Leavell Investment Management
Alabama
$402K -$12.7K -100 -3%
LIM
1155
Longfellow Investment Management
Massachusetts
$401K +$176K +1,383 +62%
FIB
1156
First Interstate Bank
Montana
$400K -$3.68K -29 -0.8%
TCBWMS
1157
Texas Capital Bank Wealth Management Services
Texas
$399K +$8.76K +69 +2%
SIG
1158
Sargent Investment Group
Maryland
$398K +$457K +3,597 New
CAI
1159
Capital Advisors Inc
Oklahoma
$397K +$63.5K +500 +16%
TAM
1160
Tealwood Asset Management
Minnesota
$395K – – –
FTWA
1161
Fifth Third Wealth Advisors
Ohio
$394K -$13.3K -105 -3%
APG
1162
Abacus Planning Group
South Carolina
$392K -$15.5K -122 -3%
WBC
1163
Westpac Banking Corp
Australia
$390K +$46K +362 +11%
JWCA
1164
J.W. Coons Advisors
Ohio
$388K – – –
LFA
1165
Legacy Financial Advisors
Kentucky
$387K +$23K +181 +5%
RMAM
1166
Raab & Moskowitz Asset Management
New Jersey
$387K -$133K -1,048 -23%
AC
1167
Aristides Capital
Kentucky
$387K +$127K +1,000 +40%
DSC
1168
Duncker Streett & Co
Missouri
$387K -$154K -1,213 -26%
VBFP
1169
Valtinson Bruner Financial Planning
Minnesota
$386K – – –
SFG
1170
StrategIQ Financial Group
Indiana
$385K -$2.92K -23 -0.7%
HI
1171
Harrington Investments
California
$384K +$80.6K +635 +22%
UCB
1172
United Community Bank
South Carolina
$383K +$194K +1,530 +79%
IFWM
1173
Institute for Wealth Management
Colorado
$381K -$11K -87 -2%
HWA
1174
Heritage Wealth Advisors
Virginia
$381K +$85.3K +672 +24%
SGCA
1175
Steel Grove Capital Advisors
Tennessee
$379K -$45.1K -355 -9%
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