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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1226
Forum Financial Management
Illinois
$424K +$81K +546 +20%
1SB
1227
1ST Source Bank
Indiana
$422K -$183K -1,232 -28%
LMKC
1228
L.M. Kohn & Company
Ohio
$421K +$203K +1,369 +75%
SC
1229
SouthState Corp
Florida
$421K -$83.4K -562 -15%
GAM
1230
Gotham Asset Management
New York
$420K -$562K -3,787 -54%
FAFN
1231
First Affirmative Financial Network
Colorado
$420K +$57K +384 +14%
IW
1232
Imprint Wealth
South Carolina
$419K +$49.9K +336 +12%
WBC
1233
Westpac Banking Corp
Australia
$418K +$470K +3,169 New
HR
1234
Howe & Rusling
New York
$418K – – –
FHC
1235
First Heartland Consultants
Missouri
$417K -$574K -3,867 -55%
EGA
1236
E&G Advisors
Texas
$417K -$29.4K -198 -6%
OHWA
1237
Oak Hill Wealth Advisors
Virginia
$415K -$11.7K -79 -2%
WF
1238
WoodTrust Financial
Wisconsin
$414K – – –
PCP
1239
Proficio Capital Partners
Massachusetts
$413K -$91.7K -618 -16%
AWA
1240
Arete Wealth Advisors
Illinois
$410K -$27.2K -183 -6%
CAI
1241
Capital Advisors Inc
Oklahoma
$407K -$742 -5 -0.2%
CFP
1242
Catalyst Financial Partners
Massachusetts
$407K +$49.3K +332 +12%
TA
1243
Tiedemann Advisors
New York
$406K +$457K +3,079 New
DWA
1244
Douglass Winthrop Advisors
New York
$405K – – –
PAM
1245
Peak Asset Management
Colorado
$404K -$8.16K -55 -2%
WSFS
1246
Wilmington Savings Fund Society
Delaware
$404K -$46K -310 -9%
SCM
1247
SOL Capital Management
Maryland
$404K +$147K +990 +48%
PFC
1248
Phocas Financial Corp
California
$403K -$163K -1,100 -26%
FMTC
1249
Farmers & Merchants Trust Company
California
$403K -$40.2K -271 -8%
HWMG
1250
Hurlow Wealth Management Group
Indiana
$402K -$890 -6 -0.2%
48 49
50
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