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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Searle & Co
Connecticut
$300K – – –
WC
1252
Westhampton Capital
North Carolina
$300K – – –
GW
1253
GW & Wade
Massachusetts
$299K +$1.25K +11 +0.4%
DS
1254
DRW Securities
Illinois
$298K +$283K +2,483 New
BCA
1255
Berman Capital Advisors
Georgia
$297K -$27.6K -242 -9%
PTB
1256
Pioneer Trust Bank
Oregon
$296K – – –
RAM
1257
Roanoke Asset Management
New Jersey
$296K +$281K +2,465 New
PL
1258
Plancorp LLC
Missouri
$295K -$71.1K -623 -20%
EHC
1259
Everett Harris & Co
California
$295K -$571 -5 -0.2%
FNBSF
1260
First National Bank Sioux Falls
South Dakota
$294K – – –
MHR
1261
Matthew Hamilton Rosenberg
$294K +$16.3K +143 +6%
OWP
1262
Obermeyer Wealth Partners
Colorado
$292K -$388K -3,400 -58%
VSWA
1263
Vontobel Swiss Wealth Advisors
Switzerland
$291K – – –
CAL
1264
Capital Analysts LLC
Pennsylvania
$290K -$54.8K -480 -17%
TFA
1265
Toth Financial Advisory
Virginia
$290K +$254K +2,222 +1,111%
RHBC
1266
R.H. Bluestein & Co
Michigan
$288K +$274K +2,400 New
1WA
1267
180 Wealth Advisors
Washington
$285K -$21.2K -186 -7%
PWP
1268
Principle Wealth Partners
Connecticut
$285K – – –
AIM
1269
Avity Investment Management
Connecticut
$284K -$8.1K -71 -3%
BFM
1270
Boston Financial Management
Massachusetts
$284K – – –
HFP
1271
Holistic Financial Partners
Indiana
$284K +$270K +2,365 New
CL
1272
Choreo LLC
Illinois
$284K +$270K +2,369 New
OWA
1273
One Wealth Advisors
California
$283K -$8.67K -76 -3%
IAS
1274
Investment Advisory Services
Texas
$283K +$269K +2,357 New
LOAMU
1275
Lombard Odier Asset Management (USA)
New York
$282K +$268K +2,349 New
49 50
51
52 53