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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$448K -$9.85K -45 -2%
VST
1502
Van Strum & Towne
California
$448K – – –
JIC
1503
Joel Isaacson & Co
New York
$447K +$63K +288 +18%
AIM
1504
Axiom Investment Management
New York
$445K -$16.6K -76 -4%
DMC
1505
Drexel Morgan & Co
Pennsylvania
$445K – – –
ERWM
1506
Elk River Wealth Management
Colorado
$445K – – –
VFA
1507
Voya Financial Advisors
Connecticut
$441K -$2.31M -10,531 -85%
FMW
1508
Farr Miller & Washington
District of Columbia
$437K – – –
AP
1509
Americana Partners
Texas
$436K +$396K +1,807 New
SIC
1510
Salem Investment Counselors
North Carolina
$434K -$21.5K -98 -5%
SS
1511
Sunbelt Securities
Texas
$431K -$93.7K -428 -20%
FANJ
1512
Financial Architects (New Jersey)
New Jersey
$431K – – –
ARC
1513
Advisor Resource Council
Texas
$431K +$390K +1,782 New
ED
1514
Exane Derivatives
France
$431K +$358K +1,635 +2,151%
AWA
1515
Alta Wealth Advisors
Massachusetts
$430K -$7.22K -33 -2%
BZWA
1516
Blue Zone Wealth Advisors
California
$430K – – –
ISB
1517
Iowa State Bank
Iowa
$430K +$13.4K +61 +4%
MSFP
1518
Mark Sheptoff Financial Planning
Connecticut
$429K – – –
BPM
1519
Bowling Portfolio Management
Ohio
$428K -$2.29M -10,467 -86%
SAM
1520
Secure Asset Management
Michigan
$424K +$10.5K +48 +3%
CWA
1521
Canvas Wealth Advisors
Kansas
$424K +$17.3K +79 +5%
RFN
1522
RDA Financial Network
Iowa
$423K -$43.1K -197 -10%
FSCM
1523
Front Street Capital Management
Montana
$422K – – –
AP
1524
Advisors Preferred
Maryland
$421K -$147K -672 -28%
LHC
1525
Little House Capital
Massachusetts
$421K +$381K +1,742 New
59 60
61
62 63