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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1351
Regent Peak Wealth Advisors
Georgia
$373K +$83.2K +529 +27%
XF
1352
XML Financial
Maryland
$373K -$28.5K -181 -7%
ZIC
1353
ZWJ Investment Counsel
Georgia
$369K +$6.14K +39 +2%
RSVP
1354
Ramsay Stattman Vela & Price
Colorado
$368K – – –
CC
1355
Callan Capital
California
$368K -$4.88K -31 -1%
LMKC
1356
L.M. Kohn & Company
Ohio
$367K +$944 +6 +0.2%
VHAM
1357
Van Hulzen Asset Management
California
$367K -$28.5K -181 -7%
JMFC
1358
J.M. Forbes & Co
Massachusetts
$366K – – –
ACA
1359
Atlas Capital Advisors
Wyoming
$364K -$576K -3,664 -60%
CIC
1360
Carnegie Investment Counsel
Ohio
$363K -$23.8K -151 -6%
SMA
1361
Sage Mountain Advisors
Georgia
$363K -$80.9K -514 -17%
BAWM
1362
Bennett Associates Wealth Management
Pennsylvania
$363K -$53.2K -338 -12%
CCP
1363
Clarkston Capital Partners
Michigan
$362K – – –
EFG
1364
Ethos Financial Group
Pennsylvania
$361K -$116K -740 -24%
CW
1365
Channel Wealth
California
$361K -$629 -4 -0.2%
PI
1366
Pettee Investors
Connecticut
$361K – – –
OIAM
1367
OFI Invest Asset Management
France
$360K +$377K +2,396 +1,130%
VAS
1368
Valicenti Advisory Services
New York
$359K -$3.78K -24 -1%
BOH
1369
Bank of Hawaii
Hawaii
$357K -$157K -996 -29%
SIC
1370
Salem Investment Counselors
North Carolina
$357K – – –
RTC
1371
Riverview Trust Company
Washington
$356K -$840K -5,340 -69%
AT
1372
Arden Trust
Delaware
$355K -$14K -89 -4%
SG
1373
Somerset Group
Minnesota
$355K +$146K +926 +63%
EFMC
1374
Empire Financial Management Company
New York
$354K -$19.8K -126 -5%
SWM
1375
Stockman Wealth Management
Montana
$353K -$12.6K -80 -3%
53 54
55
56 57