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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1426
Smith, Moore & Co
Missouri
$606K -$64.2K -264 -9%
WAAG
1427
Wealth Alliance Advisory Group
Kansas
$602K – – –
FFM
1428
Forum Financial Management
Illinois
$601K +$631K +2,595 New
SW
1429
SteelPeak Wealth
California
$600K -$507K -2,085 -45%
CWM
1430
Calamos Wealth Management
Illinois
$600K +$4.13K +17 +0.7%
AS
1431
Altshuler Shaham
Israel
$596K -$211K -866 -25%
ACI
1432
Alpha Cubed Investments
California
$596K -$55.9K -230 -8%
AAM
1433
Aureus Asset Management
Massachusetts
$596K +$1.95K +8 +0.3%
PWPS
1434
Pinnacle Wealth Planning Services
Ohio
$596K +$48.1K +198 +8%
PIM
1435
Perpetual Investment Management
Australia
$595K +$5.35K +22 +0.9%
CCIA
1436
Cherry Creek Investment Advisors
Colorado
$592K +$75.6K +311 +14%
WPW
1437
Waldron Private Wealth
Pennsylvania
$591K -$973 -4 -0.2%
GAG
1438
GM Advisory Group
New York
$591K +$6.57K +27 +1%
MIM
1439
Marco Investment Management
Georgia
$591K +$12.2K +50 +2%
MFG
1440
Menard Financial Group
Texas
$590K -$60.1K -247 -9%
MHR
1441
Matthew Hamilton Rosenberg
$587K -$38.9K -160 -6%
BCA
1442
Bay Colony Advisors
Massachusetts
$586K – – –
OIS
1443
Okabena Investment Services
Minnesota
$586K – – –
BIM
1444
Bridgecreek Investment Management
Oklahoma
$582K +$85.1K +350 +16%
WFI
1445
West Family Investments
California
$581K -$241K -993 -28%
FIB
1446
First Interstate Bank
Montana
$577K +$3.4K +14 +0.6%
SIC
1447
Salem Investment Counselors
North Carolina
$577K +$170K +699 +39%
PWMAG
1448
Pinnacle Wealth Management Advisory Group
New Jersey
$573K +$44K +181 +8%
CYG
1449
Clean Yield Group
Vermont
$572K +$31.4K +129 +6%
PL
1450
Plancorp LLC
Missouri
$571K +$23.3K +96 +4%
56 57
58
59 60