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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1301
Alpha Omega Wealth Management
Virginia
$230K -$5.63K -48 -3%
FCA
1302
FinTrust Capital Advisors
South Carolina
$230K +$1.17K +10 +0.6%
VCM
1303
Virtue Capital Management
Tennessee
$230K +$211K +1,797 New
HF
1304
HRT Financial
New York
$229K -$325K -2,766 -61%
CRC
1305
Curi RMB Capital
Illinois
$229K +$210K +1,789 New
TWA
1306
TCI Wealth Advisors
Arizona
$228K +$72.3K +616 +53%
AAMC
1307
Asset Allocation & Management Company
Illinois
$226K +$207K +1,763 New
CCM
1308
Coldstream Capital Management
Washington
$224K +$205K +1,745 New
FSCM
1309
Front Street Capital Management
Montana
$224K +$205K +1,745 New
AIM
1310
AIA Investment Management
Singapore
$224K +$205K +1,748 New
NRI
1311
NFP Retirement Inc
California
$222K +$202K +1,724 New
AF
1312
Apexium Financial
Texas
$220K +$202K +1,718 New
NFG
1313
Nadler Financial Group
Illinois
$219K +$201K +1,712 New
SWM
1314
Segment Wealth Management
Texas
$217K +$199K +1,695 New
JA
1315
JOYN Advisors
Georgia
$216K +$198K +1,688 New
WA
1316
Wealth Architects
California
$214K +$196K +1,671 New
DBT
1317
Dubuque Bank & Trust
Iowa
$214K +$196K +1,672 New
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$213K +$195K +1,664 New
AC
1319
Avestar Capital
New York
$212K -$47.5K -405 -20%
SIC
1320
Salem Investment Counselors
North Carolina
$212K +$36.4K +310 +23%
FNBOH
1321
First National Bank of Hutchinson
Kansas
$212K +$194K +1,652 New
PIM
1322
Profit Investment Management
Maryland
$211K +$193K +1,642 New
CT
1323
Caldwell Trust
Florida
$210K +$192K +1,638 New
FANJ
1324
Financial Architects (New Jersey)
New Jersey
$209K – – –
EH
1325
Employers Holdings
Nevada
$209K +$191K +1,627 New
51 52
53
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