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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
Crewe Advisors
Utah
$294K -$11K -69 -3%
MAC
1527
Mason & Associates (California)
California
$294K – – –
RPWA
1528
Regent Peak Wealth Advisors
Georgia
$294K +$9.45K +59 +3%
FWP
1529
FAS Wealth Partners
Kansas
$294K +$53.8K +336 +20%
BWP
1530
Balboa Wealth Partners
Arizona
$293K +$316K +1,973 New
IWA
1531
IVC Wealth Advisors
Pennsylvania
$291K +$2.4K +15 +0.8%
BTI
1532
Blue Trust Inc
Georgia
$291K +$25.1K +157 +8%
VCP
1533
Vista Capital Partners
Oregon
$290K -$4.16K -26 -1%
CCG
1534
Ceeto Capital Group
Florida
$290K – – –
ISB
1535
Iowa State Bank
Iowa
$290K – – –
KFGK
1536
Keystone Financial Group (Kentucky)
Kentucky
$290K +$12K +75 +4%
BST
1537
Bath Savings Trust
Maine
$289K +$4K +25 +1%
EP
1538
EPIQ Partners
Minnesota
$287K – – –
MFA
1539
Mayflower Financial Advisors
Massachusetts
$287K +$8.81K +55 +3%
BPM
1540
Bowling Portfolio Management
Ohio
$286K -$489K -3,056 -61%
HPWM
1541
Highland Private Wealth Management
Washington
$286K +$73.6K +460 +31%
GAMC
1542
Garner Asset Management Corp
Texas
$284K -$234K -1,462 -43%
SCM
1543
SOL Capital Management
Maryland
$284K +$9.61K +60 +3%
YIA
1544
YHB Investment Advisors
Connecticut
$283K – – –
ERWM
1545
Elk River Wealth Management
Colorado
$280K – – –
RG
1546
Rathbones Group
United Kingdom
$280K – – –
SAM
1547
SignalPoint Asset Management
Missouri
$279K +$11K +69 +4%
IF
1548
Intrua Financial
Texas
$277K -$149K -932 -33%
JIC
1549
Joel Isaacson & Co
New York
$277K +$480 +3 +0.2%
MIC
1550
Means Investment Company
Maine
$277K +$1.6K +10 +0.5%
60 61
62
63 64