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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
1251
Oxinas Partners Wealth Management
Indiana
$401K +$451K +3,039 New
MIP
1252
Mondrian Investment Partners
United Kingdom
$400K +$202K +1,362 +82%
CWM
1253
C2C Wealth Management
Arizona
$399K – – –
VHAM
1254
Van Hulzen Asset Management
California
$399K -$11.1K -75 -2%
JCM
1255
J2 Capital Management
Michigan
$398K +$41.3K +278 +10%
GC
1256
Guidance Capital
Kentucky
$398K +$451K +3,036 New
MIM
1257
Marco Investment Management
Georgia
$397K -$10.1K -68 -2%
PWAM
1258
Pinnacle West Asset Management
Wyoming
$396K – – –
IHL
1259
Investment House LLC
California
$396K – – –
I2I
1260
Insight 2811 Inc
Illinois
$396K -$8.46K -57 -2%
EI
1261
Ellevest Inc
New York
$395K -$80.3K -541 -15%
SIA
1262
Schear Investment Advisers
Ohio
$395K -$864K -5,820 -66%
TCM
1263
Telos Capital Management
California
$394K -$5.08M -34,223 -92%
BAAM
1264
Baker Avenue Asset Management
California
$393K -$13.4K -90 -3%
PCM
1265
Penserra Capital Management
California
$393K +$397K +2,672 +840%
KC
1266
Kingfisher Capital
North Carolina
$392K +$17.5K +118 +4%
CAG
1267
Csenge Advisory Group
Florida
$390K -$29.2K -197 -6%
TNA
1268
True North Advisors
Texas
$389K -$310K -2,086 -41%
JF
1269
JSF Financial
California
$389K -$11.6K -78 -3%
CHJWM
1270
Carlton Hofferkamp & Jenks Wealth Management
Texas
$389K -$2.67K -18 -0.6%
IAM
1271
Innovis Asset Management
Illinois
$388K -$5.05K -34 -1%
FP
1272
Financial Perspectives
Minnesota
$388K +$148 +1 +0%
BFIM
1273
Beese Fulmer Investment Management
Ohio
$386K -$12.5K -84 -3%
SIC
1274
Sigma Investment Counselors
Michigan
$386K -$24.8K -167 -5%
VWM
1275
Vigilare Wealth Management
Arizona
$386K -$76.4K -515 -15%
49 50
51
52 53