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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1301
Wealth Management Associates
New Jersey
$493K -$27.8K -169 -5%
FP
1302
Financial Perspectives
Minnesota
$487K – – –
WPW
1303
Waldron Private Wealth
Pennsylvania
$487K +$13.5K +82 +3%
SIC
1304
Salem Investment Counselors
North Carolina
$485K +$23.2K +141 +5%
PVH
1305
Psagot Value Holdings
Israel
$484K -$1.63M -9,923 -77%
BHA
1306
Beech Hill Advisors
New York
$481K – – –
CFO
1307
CVA Family Office
Colorado
$481K +$477K +2,903 New
AIM
1308
Alhambra Investment Management
Florida
$480K -$9.87K -60 -2%
BCM
1309
Brown Capital Management
Maryland
$478K – – –
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$476K -$5.1K -31 -1%
SWM
1311
Stockman Wealth Management
Montana
$476K -$117K -711 -20%
MFG
1312
Magnus Financial Group
New York
$475K +$205K +1,246 +77%
VSQM
1313
V-Square Quantitative Management
Illinois
$475K +$471K +2,867 New
ACA
1314
Atlas Capital Advisors
Wyoming
$474K – – –
KC
1315
Kingfisher Capital
North Carolina
$473K +$2.96K +18 +0.6%
CHAM
1316
Clear Harbor Asset Management
Connecticut
$471K +$468K +2,845 New
TL
1317
Tradewinds LLC
North Carolina
$470K +$467K +2,840 New
PGIM
1318
Pacific Global Investment Management
California
$470K +$17.6K +107 +4%
HFS
1319
Hantz Financial Services
Michigan
$469K +$2.3K +14 +0.5%
HNWAG
1320
High Net Worth Advisory Group
Florida
$469K – – –
MWA
1321
Monograph Wealth Advisors
California
$467K -$33.4K -203 -7%
SWA
1322
SFMG Wealth Advisors
Texas
$467K +$73.3K +446 +19%
SL
1323
Sentry LLC
Tennessee
$467K +$464K +2,820 New
BAM
1324
Beaumont Asset Management
Texas
$467K – – –
BWA
1325
Bordeaux Wealth Advisors
California
$466K -$2.63K -16 -0.6%
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