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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
1526
Nabity-Jensen Investment Management
Nebraska
$332K – – –
FAT
1527
First American Trust
California
$329K +$10.8K +71 +4%
PB
1528
Pinnacle Bancorp
Nebraska
$328K +$11.1K +73 +4%
PWM
1529
Prentice Wealth Management
New York
$327K -$3.35K -22 -1%
BFA
1530
Beaumont Financial Advisors
Massachusetts
$326K -$1.83K -12 -0.6%
AFG
1531
Atomi Financial Group
New York
$326K +$64.8K +426 +30%
HAIM
1532
Hunter Associates Investment Management
Pennsylvania
$326K – – –
KFGK
1533
Keystone Financial Group (Kentucky)
Kentucky
$326K -$5.93K -39 -2%
BFC
1534
Bedel Financial Consulting
Indiana
$325K – – –
IGWM
1535
ICA Group Wealth Management
Colorado
$325K -$3.5K -23 -1%
TT
1536
TI-Trust
Illinois
$324K +$279K +1,831 New
HFAS
1537
Hummer Financial Advisory Services
Illinois
$324K – – –
CHA
1538
Carmichael Hill & Associates
Maryland
$324K -$609 -4 -0.2%
SAM
1539
Strategy Asset Managers
California
$323K +$33.8K +222 +14%
CS
1540
Cannell & Spears
New York
$323K +$277K +1,820 New
GFP
1541
Gryphon Financial Partners
Ohio
$322K -$92.6K -609 -25%
AMBIA
1542
Allen Mooney & Barnes Investment Advisors
Georgia
$322K +$1.06K +7 +0.4%
CCFM
1543
Clear Creek Financial Management
Washington
$321K +$290K +1,906 New
LC
1544
LCNB Corp
Ohio
$321K +$22.8K +150 +9%
PCM
1545
Presidio Capital Management
California
$320K +$275K +1,807 New
TA
1546
TrueWealth Advisors
Alabama
$319K -$15.4K -101 -5%
SC
1547
Summa Corp
Texas
$319K – – –
MMG
1548
Monetary Management Group
Missouri
$319K +$167K +1,100 +157%
FWCM
1549
Ferguson Wellman Capital Management
Oregon
$318K +$19.2K +126 +8%
HAS
1550
HBW Advisory Services
California
$318K – – –
60 61
62
63 64