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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1276
Prosperity Consulting Group
Maryland
$300K +$9.13K +81 +3%
JMFC
1277
J.M. Forbes & Co
Massachusetts
$300K – – –
WC
1278
Wolfstich Capital
Massachusetts
$299K +$284K +2,521 New
FFB
1279
First Financial Bankshares
Texas
$298K – – –
PFM
1280
Patton Fund Management
Texas
$298K – – –
MIM
1281
Marco Investment Management
Georgia
$297K – – –
WI
1282
Westbourne Investments
Virginia
$297K +$276K +2,452 New
MWA
1283
Monograph Wealth Advisors
California
$297K – – –
LAM
1284
L2 Asset Management
Massachusetts
$296K +$17.7K +157 +7%
SI
1285
Severin Investments
Missouri
$295K +$275K +2,437 New
AAS
1286
Ameritas Advisory Services
Nebraska
$295K -$26.6K -236 -9%
RCAG
1287
Rehmann Capital Advisory Group
Michigan
$295K -$13.3K -118 -5%
NWM
1288
Northwest Wealth Management
Iowa
$295K +$28.1K +249 +11%
PWP
1289
Principle Wealth Partners
Connecticut
$295K -$1.69K -15 -0.6%
JIC
1290
Joel Isaacson & Co
New York
$293K -$33.8K -300 -11%
FFP
1291
FourThought Financial Partners
Florida
$293K -$10.6K -94 -4%
CCM
1292
Chiron Capital Management
Florida
$292K +$272K +2,412 New
PWA
1293
PCG Wealth Advisors
Kansas
$292K +$31K +275 +13%
LIP
1294
Lighthouse Investment Partners
Florida
$291K +$271K +2,400 New
VCM
1295
Versant Capital Management
Arizona
$290K +$52.5K +466 +24%
CCAL
1296
City Center Advisors LLC
Michigan
$290K +$270K +2,395 New
SG
1297
Somerset Group
Minnesota
$290K -$256K -2,270 -50%
PIA
1298
Perennial Investment Advisors
California
$289K +$14.7K +130 +6%
MA
1299
MKT Advisors
California
$289K -$1.24K -11 -0.5%
AMBIA
1300
Allen Mooney & Barnes Investment Advisors
Georgia
$287K -$451 -4 -0.2%
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