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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
1401
Community Bank of Raymore
Missouri
$429K +$368K +2,420 New
TWG
1402
The Wealth Group
Minnesota
$428K -$91.3K -600 -19%
SIM
1403
Sentry Investment Management
Wisconsin
$428K – – –
SIC
1404
Salem Investment Counselors
North Carolina
$427K -$8.06K -53 -2%
TFS
1405
Thoroughbred Financial Services
Tennessee
$426K -$637K -4,186 -63%
RCM
1406
RB Capital Management
Nevada
$425K -$5.02K -33 -1%
RMAM
1407
Raab & Moskowitz Asset Management
New Jersey
$424K +$30K +197 +9%
PL
1408
Plancorp LLC
Missouri
$424K +$23.6K +155 +7%
IFU
1409
iSAM Funds (UK)
United Kingdom
$422K +$363K +2,384 New
SICM
1410
Sustainable Insight Capital Management
New York
$421K +$361K +2,376 New
SSB
1411
Sandy Spring Bank
Maryland
$421K +$4.72K +31 +1%
WA
1412
Wealth Architects
California
$420K +$6.69K +44 +2%
APWM
1413
Argonautica Private Wealth Management
Massachusetts
$419K -$17.6K -116 -5%
EWP
1414
Elevation Wealth Partners
California
$417K -$160K -1,054 -31%
GKWIM
1415
Gerber Kawasaki Wealth & Investment Management
California
$414K -$115K -755 -24%
WA
1416
WESPAC Advisors
California
$412K +$353K +2,323 New
AL
1417
Aspiriant LLC
California
$411K +$24K +158 +7%
SPWG
1418
Sage Private Wealth Group
Illinois
$409K +$5.78K +38 +2%
CFS
1419
CRA Financial Services
New Jersey
$408K +$5.48K +36 +2%
BIG
1420
Brooklyn Investment Group
New York
$408K -$16.7K -110 -5%
SC
1421
Searle & Co
Connecticut
$408K – – –
NRI
1422
NFP Retirement Inc
California
$406K +$43.2K +284 +14%
EB
1423
Eastern Bank
Massachusetts
$405K -$1.25M -8,200 -78%
KAS
1424
KPP Advisory Services
Kentucky
$404K -$13.2K -87 -4%
MWAM
1425
Manhattan West Asset Management
California
$404K -$188K -1,237 -35%
55 56
57
58 59