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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1201
Meadow Creek Wealth Advisors
Georgia
$602K +$8.16K +51 +1%
EWA
1202
Encompass Wealth Advisors
Oregon
$597K +$348K +2,176 +118%
MWM
1203
Mission Wealth Management
California
$594K -$117K -729 -15%
SCP
1204
Stamos Capital Partners
California
$594K +$19.2K +120 +3%
PIM
1205
Profit Investment Management
Maryland
$593K – – –
BL
1206
BFSG LLC
California
$592K +$4K +25 +0.6%
KC
1207
Kingfisher Capital
North Carolina
$591K +$638K +3,982 New
CC
1208
Courier Capital
New York
$590K – – –
CWS
1209
Confluence Wealth Services
Pennsylvania
$590K +$9.29K +58 +1%
CL
1210
Choreo LLC
Illinois
$590K +$9.77K +61 +2%
BOH
1211
Bank of Hawaii
Hawaii
$590K +$42.6K +266 +7%
EWM
1212
Empirical Wealth Management
Washington
$589K -$60K -375 -9%
AWM
1213
Aberdeen Wealth Management
Illinois
$588K – – –
MMM
1214
Mendel Money Management
Illinois
$588K +$143K +892 +29%
CFCI
1215
Comprehensive Financial Consultants Institutional
Indiana
$585K +$628K +3,920 New
RBA
1216
Richard Bernstein Advisors
New York
$584K -$1.63M -10,195 -72%
CIM
1217
CIM Investment Management
Pennsylvania
$584K – – –
BIM
1218
Baldwin Investment Management
Pennsylvania
$582K +$70.8K +442 +13%
LIM
1219
Leavell Investment Management
Alabama
$581K +$3.04K +19 +0.5%
EHC
1220
Everett Harris & Co
California
$577K – – –
SFG
1221
StrategIQ Financial Group
Indiana
$574K -$31.4K -196 -5%
APG
1222
Abacus Planning Group
South Carolina
$568K -$76.8K -480 -11%
GWANC
1223
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K -$19.1K -119 -3%
CMP
1224
Coston McIsaac & Partners
Maine
$567K +$1.76K +11 +0.3%
MHS
1225
M Holdings Securities
Oregon
$566K -$156K -976 -20%
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