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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1501
Kavar Capital Partners Group
Kansas
$327K +$324K +1,972 New
CIG
1502
Cascade Investment Group
Colorado
$326K +$3.29K +20 +1%
CCG
1503
Ceeto Capital Group
Florida
$325K – – –
PWM
1504
PRW Wealth Management
Massachusetts
$325K -$65.8K -400 -16%
AFPL
1505
Advus Financial Partners, LLC
Florida
$322K +$29.1K +177 +10%
CFA
1506
CWS Financial Advisors
Michigan
$321K +$74.6K +454 +31%
CTA
1507
Colonial Trust Advisors
South Carolina
$321K +$6.25K +38 +2%
JIC
1508
Joel Isaacson & Co
New York
$320K +$8.88K +54 +3%
EP
1509
EPIQ Partners
Minnesota
$320K – – –
KA
1510
KLCM Advisors
Wisconsin
$318K -$1.64K -10 -0.5%
SCM
1511
Schnieders Capital Management
California
$318K – – –
CFS
1512
CRA Financial Services
New Jersey
$317K -$81.4K -495 -21%
OPOWM
1513
One Plus One Wealth Management
Florida
$316K – – –
WGAM
1514
Wilkinson Global Asset Management
New York
$316K +$29.6K +180 +10%
CG
1515
CFO4Life Group
Texas
$313K -$47.4K -288 -13%
CAM
1516
Cozad Asset Management
Illinois
$312K – – –
SWA
1517
Sutton Wealth Advisors
Florida
$311K -$377K -2,295 -55%
BS
1518
Bessemer Securities
New York
$311K +$308K +1,875 New
WA
1519
Waverly Advisors
Alabama
$311K +$52.1K +317 +20%
CIC
1520
Chilton Investment Company
Connecticut
$310K -$3.41M -20,732 -92%
TA
1521
TFG Advisers
Michigan
$309K +$6.74K +41 +2%
WP
1522
WealthShield Partners
North Carolina
$308K +$306K +1,859 New
RWM
1523
Revisor Wealth Management
Ohio
$308K +$305K +1,858 New
MIC
1524
Means Investment Company
Maine
$307K +$2.79K +17 +0.9%
AA
1525
Altman Advisors
Illinois
$307K +$13.8K +84 +1%
59 60
61
62 63