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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1276
Sanders Morris Harris
Texas
$637K +$37.2K +199 +7%
PCP
1277
Proficio Capital Partners
Massachusetts
$637K +$259K +1,386 +76%
NWM
1278
Northwest Wealth Management
Iowa
$637K +$602K +3,214 New
BFC
1279
Bedel Financial Consulting
Indiana
$635K -$209K -1,118 -26%
OFS
1280
OneAscent Financial Services
Alabama
$633K -$19.5K -104 -3%
HPC
1281
Hobart Private Capital
North Carolina
$632K +$346K +1,849 +138%
AII
1282
AGF Investments Inc
Ontario, Canada
$630K -$973K -5,198 -62%
BA
1283
Ballew Advisors
Mississippi
$630K -$2.81K -15 -0.5%
AFP
1284
Ausdal Financial Partners
Iowa
$630K +$27K +144 +5%
FP
1285
Financial Perspectives
Minnesota
$625K – – –
IWA
1286
IVC Wealth Advisors
Pennsylvania
$621K +$121K +647 +26%
FCFC
1287
First Citizens Financial Corp
Iowa
$620K -$6.74K -36 -1%
CWP
1288
CFM Wealth Partners
Texas
$619K – – –
KOC
1289
Koss-Olinger Consulting
Florida
$619K +$585K +3,125 New
CT
1290
Cambridge Trust
Massachusetts
$615K -$13.7K -73 -2%
ST
1291
Smithfield Trust
Pennsylvania
$612K -$26.2K -140 -4%
BWA
1292
Bordeaux Wealth Advisors
California
$611K -$936 -5 -0.2%
EHC
1293
Everett Harris & Co
California
$607K +$33.7K +180 +6%
FMN
1294
Financial Management Network
California
$606K +$162K +866 +43%
HWMG
1295
Hurlow Wealth Management Group
Indiana
$604K – – –
HL
1296
HeadInvest LLC
Maine
$604K +$48.3K +258 +9%
JSC
1297
Jackson Square Capital
California
$604K +$333K +1,781 +140%
RSVP
1298
Ramsay Stattman Vela & Price
Colorado
$600K +$18.7K +100 +3%
GM
1299
Granger Management
New York
$599K – – –
MIM
1300
MTM Investment Management
South Carolina
$597K -$8.61K -46 -2%
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