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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
1501
USA Financial Formulas
Michigan
$266K +$228K +1,868 New
SAM
1502
SignalPoint Asset Management
Missouri
$266K – – –
PWM
1503
Prentice Wealth Management
New York
$266K -$1.47K -12 -0.6%
AF
1504
Apexium Financial
Texas
$266K +$228K +1,866 New
TIMH
1505
Tilt Investment Management Holdings
New York
$265K -$68.8K -564 -23%
IGWM
1506
ICA Group Wealth Management
Colorado
$264K +$227K +1,856 New
BFA
1507
Beaumont Financial Advisors
Massachusetts
$264K +$226K +1,854 New
HAIM
1508
Hunter Associates Investment Management
Pennsylvania
$264K – – –
LA
1509
Legacy Advisors
Pennsylvania
$263K +$226K +1,850 New
BFC
1510
Bedel Financial Consulting
Indiana
$261K -$732 -6 -0.3%
SPWM
1511
Schrum Private Wealth Management
Florida
$261K +$732 +6 +0.3%
CHA
1512
Carmichael Hill & Associates
Maryland
$261K -$244 -2 -0.1%
DCBT
1513
Dakota Community Bank & Trust
North Dakota
$261K +$26.2K +215 +13%
HFAS
1514
Hummer Financial Advisory Services
Illinois
$261K – – –
SAW
1515
Signal Advisors Wealth
Michigan
$259K +$222K +1,821 New
IF
1516
IRON Financial
Illinois
$259K -$9.28K -76 -4%
PPC
1517
Park Place Capital
Alabama
$258K +$66.2K +542 +43%
CA
1518
Calton & Associates
Florida
$258K +$221K +1,813 New
TCWA
1519
Turtle Creek Wealth Advisors
Texas
$258K +$221K +1,809 New
BAM
1520
Blueshift Asset Management
New Jersey
$257K +$220K +1,806 New
PWM
1521
PBMares Wealth Management
Virginia
$257K +$220K +1,805 New
SFG
1522
Sather Financial Group
Texas
$256K +$220K +1,801 New
CWA
1523
Canvas Wealth Advisors
Kansas
$256K +$222K +1,819 New
SC
1524
Summa Corp
Texas
$256K +$220K +1,800 New
FAT
1525
First American Trust
California
$254K +$218K +1,784 New
59 60
61
62 63