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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1251
Holistic Financial Partners
Indiana
$406K +$30.1K +219 +9%
TCA
1252
Transcend Capital Advisors
New Jersey
$406K +$353K +2,576 New
TAM
1253
Trust Asset Management
Texas
$403K +$351K +2,557 New
BST
1254
Bath Savings Trust
Maine
$400K – – –
CYG
1255
Clean Yield Group
Vermont
$400K – – –
FIB
1256
First Interstate Bank
Montana
$395K -$830K -6,046 -71%
LA
1257
LexAurum Advisors
Kansas
$395K -$10.6K -77 -3%
ACP
1258
Aveo Capital Partners
Colorado
$395K +$344K +2,507 New
ATFA
1259
All Terrain Financial Advisors
Minnesota
$394K – – –
SC
1260
Searle & Co
Connecticut
$394K – – –
WC
1261
Westhampton Capital
North Carolina
$394K – – –
GW
1262
GW & Wade
Massachusetts
$393K +$1.1K +8 +0.3%
RAM
1263
Roanoke Asset Management
New Jersey
$393K +$4.12K +30 +1%
BCA
1264
Berman Capital Advisors
Georgia
$390K – – –
LCM
1265
Logan Capital Management
Pennsylvania
$389K -$41.7K -304 -11%
IF
1266
Intrua Financial
Texas
$388K – – –
PTB
1267
Pioneer Trust Bank
Oregon
$388K – – –
LA
1268
LVW Advisors
New York
$387K +$59.1K +431 +21%
MHR
1269
Matthew Hamilton Rosenberg
$386K – – –
PGIM
1270
Pacific Global Investment Management
California
$386K +$106K +773 +46%
HCA
1271
Harbour Capital Advisors
Virginia
$386K +$336K +2,450 New
FNBSF
1272
First National Bank Sioux Falls
South Dakota
$385K – – –
HMS
1273
Hanseatic Management Services
New Mexico
$384K -$855K -6,231 -72%
BC
1274
Barnett & Company
Tennessee
$384K -$28.8K -210 -8%
AP
1275
Advisors Preferred
Maryland
$384K +$66K +481 +25%
49 50
51
52 53