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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1251
Curi RMB Capital
Illinois
$545K +$541K +3,288 New
CC
1252
Callan Capital
California
$543K – – –
PWP
1253
Principle Wealth Partners
Connecticut
$540K -$16.4K -100 -3%
CWM
1254
Congress Wealth Management
Massachusetts
$539K +$24.2K +147 +5%
GW
1255
GW & Wade
Massachusetts
$539K +$16.6K +101 +3%
BDFN
1256
Bond & Devick Financial Network
Minnesota
$538K – – –
GDP
1257
Great Diamond Partners
Maine
$537K -$15K -91 -3%
WAM
1258
WFA Asset Management
Wisconsin
$536K +$3.62K +22 +0.7%
OHWA
1259
Oak Hill Wealth Advisors
Virginia
$534K +$329 +2 +0.1%
SAG
1260
SageView Advisory Group
California
$534K +$23.7K +144 +5%
HR
1261
Howe & Rusling
New York
$525K -$15.5K -94 -3%
CT
1262
Colonial Trust
South Carolina
$524K +$133K +808 +34%
CAG
1263
Csenge Advisory Group
Florida
$522K -$13.5K -82 -3%
WF
1264
WoodTrust Financial
Wisconsin
$520K – – –
CWP
1265
CFM Wealth Partners
Texas
$517K – – –
PAM
1266
Peak Asset Management
Colorado
$516K +$59.5K +362 +13%
AG
1267
AIA Group
Hong Kong
$516K -$53.6K -326 -9%
CD
1268
Chapin Davis
Maryland
$516K +$45.2K +275 +10%
LA
1269
LVW Advisors
New York
$516K -$232K -1,411 -31%
RGI
1270
River Global Investors
United Kingdom
$514K +$164K +1,000 +48%
VHAM
1271
Van Hulzen Asset Management
California
$513K +$24.7K +150 +5%
KFA
1272
Kelleher Financial Advisors
New York
$512K +$1.48K +9 +0.3%
CAI
1273
Capital Advisors Inc
Oklahoma
$512K +$52K +316 +11%
SIC
1274
Sigma Investment Counselors
Michigan
$512K -$41.3K -251 -8%
BFIC
1275
Bedell Frazier Investment Counselling
California
$511K -$113K -688 -18%
49 50
51
52 53