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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1476
American Money Management
California
$205K +$179K +1,303 New
HWA
1477
Heritage Wealth Advisors
Virginia
$204K – – –
BCA
1478
Bay Colony Advisors
Massachusetts
$204K -$496K -3,614 -74%
CHA
1479
Carmichael Hill & Associates
Maryland
$204K – – –
JF
1480
JSF Financial
California
$204K +$178K +1,299 New
SP
1481
Successful Portfolios
Florida
$202K +$176K +1,283 New
V
1482
VeraBank
Texas
$201K +$175K +1,275 New
OMC
1483
Old Mission Capital
Illinois
$200K +$174K +1,268 New
AFAS
1484
Acorn Financial Advisory Services
Virginia
$200K +$174K +1,270 New
BCM
1485
Boltwood Capital Management
California
$200K +$174K +1,271 New
WA
1486
Wealth Alliance
New York
$200K +$174K +1,271 New
BAM
1487
Barrett Asset Management
New York
$197K – – –
RCG
1488
Rock Creek Group
District of Columbia
$192K +$1.24K +9 +0.7%
GSWM
1489
Golden State Wealth Management
California
$192K +$167K +1,219 New
FWM
1490
Focused Wealth Management
New York
$189K – – –
WLPWM
1491
Walled Lake Planning & Wealth Management
Illinois
$186K +$686 +5 +0.4%
ZB
1492
Zions Bancorporation
Utah
$176K +$11.4K +83 +8%
ICM
1493
Islay Capital Management
Texas
$173K – – –
M
1494
MOTCO
Texas
$172K +$84K +612 +127%
HFRG
1495
Houlihan Financial Resource Group
Virginia
$171K +$147K +1,068 New
BCA
1496
Bray Capital Advisors
Florida
$169K – – –
SNT
1497
Security National Trust
West Virginia
$169K – – –
NSB
1498
Norway Savings Bank
Maine
$168K – – –
CSPIA
1499
Cary Street Partners Investment Advisory
Virginia
$164K +$143K +1,043 New
TWA
1500
TCI Wealth Advisors
Arizona
$162K -$36.1K -263 -20%
58 59
60
61 62