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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
1276
W.H. Cornerstone Investments
Massachusetts
$205K -$31.5K -320 -12%
PMSA
1277
Patrick M. Sweeney & Associates
Illinois
$205K -$12.8K -130 -5%
PFM
1278
Patton Fund Management
Texas
$205K – – –
EFSCE
1279
Enterprise Financial Services Corp (EFSC)
Missouri
$204K -$51.7K -525 -19%
WA
1280
Wealth Architects
California
$204K -$14.1K -143 -6%
ACS
1281
Archford Capital Strategies
Illinois
$204K -$61.5K -625 -22%
TFS
1282
Thoroughbred Financial Services
Tennessee
$204K -$26.1K -265 -10%
CYG
1283
Clean Yield Group
Vermont
$204K -$8.66K -88 -4%
SG
1284
Somerset Group
Minnesota
$204K -$12.4K -126 -5%
EGA
1285
E&G Advisors
Texas
$203K -$5.81K -59 -3%
LCWP
1286
Legacy Capital Wealth Partners
Arkansas
$203K -$161K -1,634 -42%
SCP
1287
Silverleafe Capital Partners
Tennessee
$203K – – –
JF
1288
Joule Financial
Kentucky
$202K +$492 +5 +0.2%
IRP
1289
Investment Research Partners
Pennsylvania
$202K +$211K +2,144 New
DWM
1290
Dakota Wealth Management
Florida
$201K -$226K -2,297 -51%
BSTWA
1291
Blake Schutter Theil Wealth Advisors
Ohio
$201K – – –
AAS
1292
Asset Allocation Strategies
Michigan
$201K +$220K +2,236 New
CPWA
1293
Cerro Pacific Wealth Advisors
California
$200K -$51.6K -524 -19%
CAG
1294
Csenge Advisory Group
Florida
$200K +$220K +2,234 New
TF
1295
Trek Financial
Arizona
$200K -$848K -8,609 -79%
CW
1296
Channel Wealth
California
$200K – – –
FHC
1297
First Heartland Consultants
Missouri
$200K -$48.1K -489 -18%
MP
1298
Moment Partners
California
$200K +$7.09K +72 +3%
EWA
1299
EverSource Wealth Advisors
Alabama
$197K +$124K +1,258 +134%
WB
1300
Webster Bank
Connecticut
$196K – – –
50 51
52
53 54