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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1301
Bond & Devick Financial Network
Minnesota
$484K – – –
CWM
1302
C2C Wealth Management
Arizona
$484K – – –
CAG
1303
Csenge Advisory Group
Florida
$482K +$132K +839 +35%
OHWA
1304
Oak Hill Wealth Advisors
Virginia
$481K +$506K +3,225 New
FF
1305
Fluent Financial
Texas
$480K -$3.95M -25,175 -89%
WAM
1306
WFA Asset Management
Wisconsin
$479K +$3.45K +22 +0.7%
BFIM
1307
Beese Fulmer Investment Management
Ohio
$479K -$1.57K -10 -0.3%
GW
1308
GW & Wade
Massachusetts
$470K +$8.94K +57 +2%
WMA
1309
Wealth Management Associates
New Jersey
$468K -$165K -1,049 -25%
WF
1310
WoodTrust Financial
Wisconsin
$468K – – –
CWP
1311
CFM Wealth Partners
Texas
$465K -$11.5K -73 -2%
MFA
1312
Mayflower Financial Advisors
Massachusetts
$464K +$185K +1,179 +61%
CWM
1313
Congress Wealth Management
Massachusetts
$463K -$15.2K -97 -3%
BAAM
1314
Baker Avenue Asset Management
California
$462K -$28.1K -179 -5%
TF
1315
Tompkins Financial
New York
$461K -$112K -711 -19%
SIM
1316
Sentry Investment Management
Wisconsin
$460K +$5.49K +35 +1%
KFA
1317
Kelleher Financial Advisors
New York
$460K -$17.3K -110 -3%
SAG
1318
SageView Advisory Group
California
$459K +$483K +3,077 New
KCM
1319
KRS Capital Management
Michigan
$458K +$471 +3 +0.1%
DWA
1320
Douglass Winthrop Advisors
New York
$458K -$23.5K -150 -5%
I2I
1321
Insight 2811 Inc
Illinois
$458K +$111K +706 +30%
WMP
1322
Wealth Management Partners
Arizona
$457K +$157K +1,000 +50%
MIM
1323
Marco Investment Management
Georgia
$457K – – –
SWM
1324
Spire Wealth Management
Virginia
$456K -$195K -1,242 -29%
HWMG
1325
Hurlow Wealth Management Group
Indiana
$455K +$3.29K +21 +0.7%
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