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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1451
Hills Bank & Trust
Iowa
$493K +$540K +2,154 New
EI
1452
Ellevest Inc
New York
$491K +$28.1K +112 +6%
BRA
1453
Bender Robert & Associates
California
$490K – – –
LWA
1454
Lenox Wealth Advisors
New York
$488K -$149K -595 -22%
AFM
1455
Andesa Financial Management
Pennsylvania
$487K -$29.6K -118 -5%
FAFN
1456
First Affirmative Financial Network
Colorado
$486K +$532K +2,125 New
AF
1457
Arrow Financial
New York
$485K – – –
ZCA
1458
Zeke Capital Advisors
Pennsylvania
$483K -$112K -447 -17%
AIM
1459
Avity Investment Management
Connecticut
$483K -$11.3K -45 -2%
STA
1460
Summit Trail Advisors
New York
$480K +$158K +632 +43%
MAM
1461
MMA Asset Management
Pennsylvania
$477K – – –
PTB
1462
Pioneer Trust Bank
Oregon
$476K -$96.4K -385 -16%
VWA
1463
Visionary Wealth Advisors
Illinois
$476K +$115K +460 +28%
SCM
1464
Stonebridge Capital Management
California
$475K -$18.8K -75 -3%
TPWA
1465
TRUE Private Wealth Advisors
Oregon
$473K -$61.6K -246 -11%
BAM
1466
Barrett Asset Management
New York
$472K +$48.1K +192 +10%
HFAS
1467
Hummer Financial Advisory Services
Illinois
$469K – – –
FNWM
1468
Financial Network Wealth Management
Utah
$468K – – –
RCM
1469
RB Capital Management
Nevada
$468K +$14.5K +58 +3%
SEEDPG
1470
S.E.E.D. Planning Group
New York
$465K – – –
VCM
1471
Virtue Capital Management
Tennessee
$464K -$99.7K -398 -16%
HVP
1472
Hudson Value Partners
Florida
$460K – – –
FMW
1473
Farr Miller & Washington
District of Columbia
$459K +$50.1K +200 +11%
FRA
1474
Frank Rimerman Advisors
California
$459K – – –
HFA
1475
High Falls Advisors
New York
$458K – – –
57 58
59
60 61