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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1176
MCF Advisors
Kentucky
$474K – – –
FRM
1177
Fox Run Management
Connecticut
$474K +$533K +3,590 New
CRC
1178
Curi RMB Capital
Illinois
$473K +$44.5K +300 +9%
FCP
1179
Fidelis Capital Partners
Florida
$473K +$1.78K +12 +0.3%
TAM
1180
Tealwood Asset Management
Minnesota
$472K – – –
PVH
1181
Psagot Value Holdings
Israel
$472K +$74.2K +500 +16%
AA
1182
Apriem Advisors
California
$468K -$22.1K -149 -4%
RCM
1183
RB Capital Management
Nevada
$467K +$4.3K +29 +0.8%
TCBWMS
1184
Texas Capital Bank Wealth Management Services
Texas
$467K +$525K +3,539 New
IFWM
1185
Institute for Wealth Management
Colorado
$466K -$2.82K -19 -0.5%
JWCA
1186
J.W. Coons Advisors
Ohio
$463K – – –
SFG
1187
StrategIQ Financial Group
Indiana
$463K -$594 -4 -0.1%
SWM
1188
Salvus Wealth Management
New Jersey
$462K -$17.8K -120 -3%
BOPW
1189
Brandywine Oak Private Wealth
Pennsylvania
$461K – – –
VBFP
1190
Valtinson Bruner Financial Planning
Minnesota
$461K -$28.5K -192 -5%
MA
1191
MKT Advisors
California
$460K -$149K -1,004 -23%
MAWAG
1192
Mid-American Wealth Advisory Group
Missouri
$459K +$513K +3,456 New
WFMPM
1193
Woodley Farra Manion Portfolio Management
Indiana
$456K – – –
PWP
1194
Principle Wealth Partners
Connecticut
$455K +$28.3K +191 +6%
BL
1195
Balentine LLC
Georgia
$455K -$989K -6,667 -66%
CA
1196
Calton & Associates
Florida
$452K -$104K -702 -17%
STAS
1197
Strong Tower Advisory Services
Minnesota
$451K -$11.1K -75 -2%
RWA
1198
Ropes Wealth Advisors
Massachusetts
$451K +$61.7K +416 +14%
PIM
1199
Profit Investment Management
Maryland
$450K -$62K -418 -11%
VCP
1200
Verus Capital Partners
Arizona
$448K -$42K -283 -8%
46 47
48
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