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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1476
Heritage Wealth Advisors
Virginia
$204K – – –
BCA
1477
Bay Colony Advisors
Massachusetts
$204K -$496K -3,614 -74%
CHA
1478
Carmichael Hill & Associates
Maryland
$204K – – –
JF
1479
JSF Financial
California
$204K +$178K +1,299 New
SP
1480
Successful Portfolios
Florida
$202K +$176K +1,283 New
V
1481
VeraBank
Texas
$201K +$175K +1,275 New
OMC
1482
Old Mission Capital
Illinois
$200K +$174K +1,268 New
AFAS
1483
Acorn Financial Advisory Services
Virginia
$200K +$174K +1,270 New
BCM
1484
Boltwood Capital Management
California
$200K +$174K +1,271 New
WA
1485
Wealth Alliance
New York
$200K +$174K +1,271 New
BAM
1486
Barrett Asset Management
New York
$197K – – –
RCG
1487
Rock Creek Group
District of Columbia
$192K +$1.24K +9 +0.7%
GSWM
1488
Golden State Wealth Management
California
$192K +$167K +1,219 New
FWM
1489
Focused Wealth Management
New York
$189K – – –
WLPWM
1490
Walled Lake Planning & Wealth Management
Illinois
$186K +$686 +5 +0.4%
ZB
1491
Zions Bancorporation
Utah
$176K +$11.4K +83 +8%
ICM
1492
Islay Capital Management
Texas
$173K – – –
M
1493
MOTCO
Texas
$172K +$84K +612 +127%
HFRG
1494
Houlihan Financial Resource Group
Virginia
$171K +$147K +1,068 New
BCA
1495
Bray Capital Advisors
Florida
$169K – – –
SNT
1496
Security National Trust
West Virginia
$169K – – –
NSB
1497
Norway Savings Bank
Maine
$168K – – –
CSPIA
1498
Cary Street Partners Investment Advisory
Virginia
$164K +$143K +1,043 New
TWA
1499
TCI Wealth Advisors
Arizona
$162K -$36.1K -263 -20%
SIAS
1500
Shine Investment Advisory Services
Colorado
$160K – – –
58 59
60
61 62