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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1276
Alera Investment Advisors
Illinois
$510K +$243K +1,476 +92%
MIM
1277
Marco Investment Management
Georgia
$510K +$2.47K +15 +0.5%
DWP
1278
Daymark Wealth Partners
Ohio
$510K +$506K +3,077 New
KCM
1279
KRS Capital Management
Michigan
$509K +$164 +1 +0%
AW
1280
Alaethes Wealth
Nevada
$509K +$81.1K +493 +19%
DWA
1281
Douglass Winthrop Advisors
New York
$509K – – –
BAAM
1282
Baker Avenue Asset Management
California
$509K -$4.28K -26 -0.8%
JWM
1283
Jeppson Wealth Management
California
$509K +$7.23K +44 +1%
SAM
1284
Security Asset Management
New York
$508K -$107K -653 -18%
I2I
1285
Insight 2811 Inc
Illinois
$506K -$2.3K -14 -0.5%
HWMG
1286
Hurlow Wealth Management Group
Indiana
$506K -$164 -1 -0%
SIM
1287
Sentry Investment Management
Wisconsin
$505K -$5.75K -35 -1%
RGC
1288
Roberts, Glore & Co
Illinois
$502K -$69.1K -420 -12%
CWM
1289
C2C Wealth Management
Arizona
$502K +$8.22K +50 +2%
JF
1290
JSF Financial
California
$501K -$37.2K -226 -7%
GM
1291
Granger Management
New York
$501K – – –
BFIM
1292
Beese Fulmer Investment Management
Ohio
$499K -$32.9K -200 -6%
DG
1293
DMC Group
Alabama
$498K – – –
MUAMU
1294
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$497K -$82.2K -500 -14%
PWAM
1295
Pinnacle West Asset Management
Wyoming
$497K +$493K +3,000 New
RWA
1296
Ropes Wealth Advisors
Massachusetts
$497K +$49.8K +303 +11%
IHL
1297
Investment House LLC
California
$497K +$24.7K +150 +5%
ITIM
1298
Indiana Trust & Investment Management
Indiana
$494K -$9.87K -60 -2%
CST
1299
Charles Schwab Trust
Nevada
$494K – – –
IAM
1300
Innovis Asset Management
Illinois
$493K +$116K +706 +31%
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52
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