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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1476
Independence Bank of Kentucky
Kentucky
$371K -$32.8K -175 -9%
BAM
1477
Barrett Asset Management
New York
$371K +$88.5K +473 +34%
KPW
1478
Kore Private Wealth
New York
$370K +$14.6K +78 +4%
FPCM
1479
Financial Partners Capital Management
New York
$370K +$349K +1,866 New
HIC
1480
Holderness Investments Company
North Carolina
$369K +$127K +680 +57%
WC
1481
Woodstock Corp
Massachusetts
$368K +$26.2K +140 +8%
VST
1482
Van Strum & Towne
California
$367K – – –
CWP
1483
Corepath Wealth Partners
Arizona
$366K +$26K +139 +8%
CAM
1484
Cresset Asset Management
Illinois
$366K +$346K +1,850 New
DMC
1485
Drexel Morgan & Co
Pennsylvania
$364K – – –
ERWM
1486
Elk River Wealth Management
Colorado
$364K +$26K +139 +8%
CCA
1487
Childress Capital Advisors
Texas
$364K +$345K +1,842 New
FSA
1488
Fort Sheridan Advisors
Illinois
$362K – – –
WIC
1489
Woodmont Investment Counsel
Tennessee
$360K +$33.7K +180 +11%
FHC
1490
First Heartland Consultants
Missouri
$359K -$55.6K -297 -14%
AWA
1491
Alta Wealth Advisors
Massachusetts
$359K – – –
FMW
1492
Farr Miller & Washington
District of Columbia
$358K – – –
SWA
1493
SFMG Wealth Advisors
Texas
$358K +$109K +581 +47%
TF
1494
Tompkins Financial
New York
$357K -$4.49K -24 -1%
5L
1495
55I LLC
Massachusetts
$354K +$334K +1,786 New
FANJ
1496
Financial Architects (New Jersey)
New Jersey
$353K – – –
SFG
1497
Sovereign Financial Group
Connecticut
$353K +$12.7K +68 +4%
BZWA
1498
Blue Zone Wealth Advisors
California
$352K -$96.8K -517 -23%
MSFP
1499
Mark Sheptoff Financial Planning
Connecticut
$352K -$46.8K -250 -12%
AL
1500
Aspiriant LLC
California
$351K -$16.8K -90 -5%
58 59
60
61 62