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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1426
Evermay Wealth Management
Virginia
$315K – – –
SPWG
1427
Sage Private Wealth Group
Illinois
$315K -$28.6K -182 -8%
1SB
1428
1ST Source Bank
Indiana
$314K – – –
DAS
1429
Diversify Advisory Services
Utah
$311K -$312K -1,982 -48%
C
1430
Certuity
Florida
$311K -$801K -5,089 -71%
LA
1431
LexAurum Advisors
Kansas
$311K +$1.1K +7 +0.3%
A
1432
AlphaQuest
New York
$310K +$296K +1,883 +880%
ACP
1433
Aviance Capital Partners
Florida
$310K +$1.73K +11 +0.5%
NG
1434
Norden Group
Utah
$309K -$22K -140 -6%
HW
1435
Hancock Whitney
Mississippi
$309K -$121K -766 -27%
BPCA
1436
Bank Pictet & Cie (Asia)
Singapore
$309K – – –
LPAM
1437
Lodestar Private Asset Management
California
$309K +$94.4K +600 +40%
HL
1438
HeadInvest LLC
Maine
$308K -$3.15K -20 -1%
KAS
1439
KPP Advisory Services
Kentucky
$307K -$30.1K -191 -8%
SFWC
1440
Strategic Family Wealth Counselors
New Jersey
$306K – – –
CHP
1441
Cable Hill Partners
Oregon
$305K +$324K +2,062 New
MFG
1442
Magnus Financial Group
New York
$305K +$944 +6 +0.3%
FWTB
1443
First Western Trust Bank
Colorado
$304K +$2.99K +19 +0.9%
AGWCA
1444
Annis Gardner Whiting Capital Advisors
Florida
$302K +$43.4K +276 +16%
PWP
1445
Precedent Wealth Partners
Texas
$302K +$2.36K +15 +0.7%
GWWM
1446
Great Waters Wealth Management
Minnesota
$302K +$55.5K +353 +21%
FNWM
1447
Financial Network Wealth Management
Utah
$301K +$320K +2,036 New
AHL
1448
Abel Hall LLC
Louisiana
$301K +$4.56K +29 +1%
HTIM
1449
Harbour Trust & Investment Management
Indiana
$301K +$3.15K +20 +1%
CAI
1450
Capital Advisors Inc
Oklahoma
$298K -$131K -830 -29%
56 57
58
59 60