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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1526
Personal CFO Solutions
New Jersey
$416K +$33.1K +132 +8%
TF
1527
Tompkins Financial
New York
$415K +$455K +1,815 New
KFA
1528
Krane Funds Advisors
New York
$410K -$138K -550 -23%
SIC
1529
Salem Investment Counselors
North Carolina
$410K – – –
SG
1530
Stonnington Group
California
$410K +$120K +480 +37%
SF
1531
Summit Financial
New Jersey
$410K +$69.9K +279 +18%
FNC
1532
First National Corp
Massachusetts
$408K +$447K +1,785 New
MSFP
1533
Mark Sheptoff Financial Planning
Connecticut
$406K – – –
FNBOSM
1534
First National Bank of South Miami
Florida
$406K +$27.8K +111 +7%
BPM
1535
Bowling Portfolio Management
Ohio
$405K – – –
LA
1536
Latitude Advisors
Florida
$405K +$444K +1,772 New
B
1537
Barings
North Carolina
$402K -$182K -727 -29%
CWA
1538
Canvas Wealth Advisors
Kansas
$401K – – –
LHC
1539
Little House Capital
Massachusetts
$401K +$2.5K +10 +0.6%
SPFA
1540
Summit Place Financial Advisors
New Jersey
$401K +$439K +1,752 New
ISB
1541
Iowa State Bank
Iowa
$399K -$8.52K -34 -2%
FSCM
1542
Front Street Capital Management
Montana
$399K – – –
ED
1543
Exane Derivatives
France
$397K +$6.51K +26 +2%
SAM
1544
S.A. Mason
Michigan
$396K +$75.2K +300 +21%
SFA
1545
Sequoia Financial Advisors
Ohio
$394K -$1.46M -5,847 -77%
BFO
1546
Biltmore Family Office
North Carolina
$390K – – –
SAM
1547
Secure Asset Management
Michigan
$389K -$13K -52 -3%
WA
1548
Waverly Advisors
Alabama
$389K +$78.2K +312 +26%
IBOK
1549
Independence Bank of Kentucky
Kentucky
$388K -$43.8K -175 -9%
SFG
1550
Sovereign Financial Group
Connecticut
$388K -$22.3K -89 -5%
60 61
62
63 64