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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1551
Sovereign Financial Group
Connecticut
$277K +$4K +25 +1%
SP
1552
Successful Portfolios
Florida
$277K +$299K +1,868 New
FMP
1553
Financial Management Professionals
Texas
$276K +$24.8K +155 +9%
LPIC
1554
LeJeune Puetz Investment Counsel
Michigan
$273K +$160 +1 +0.1%
SPWM
1555
Schrum Private Wealth Management
Florida
$273K +$33.3K +208 +13%
FANJ
1556
Financial Architects (New Jersey)
New Jersey
$273K +$295K +1,842 New
CWA
1557
Clarity Wealth Advisors
California
$272K – – –
PFM
1558
Premier Fund Managers
United Kingdom
$270K -$2.78M -17,370 -91%
VST
1559
Van Strum & Towne
California
$270K – – –
AF
1560
Apexium Financial
Texas
$270K +$291K +1,819 New
GPA
1561
Garrison Point Advisors
California
$269K – – –
RFN
1562
RDA Financial Network
Iowa
$269K +$961 +6 +0.3%
VC
1563
Veracity Capital
Georgia
$269K +$3.04K +19 +1%
TA
1564
TrueWealth Advisors
Alabama
$269K +$10.4K +65 +4%
AMC
1565
Asset Management Corp
Illinois
$267K -$299K -1,868 -51%
LGA
1566
Lebenthal Global Advisors
New York
$267K -$18.7K -117 -6%
HFP
1567
Holistic Financial Partners
Indiana
$267K +$17.5K +109 +6%
PL
1568
Plancorp LLC
Missouri
$267K +$18.7K +117 +7%
MA
1569
Momentum Advisors
New York
$267K +$288K +1,797 New
KWMG
1570
King Wealth Management Group
Florida
$266K +$160 +1 +0.1%
GA
1571
Geller Advisors
New York
$266K +$36.3K +227 +15%
NWM
1572
Northcape Wealth Management
New York
$266K +$287K +1,791 New
FWTB
1573
First Western Trust Bank
Colorado
$265K -$53.2K -332 -16%
SWA
1574
SOA Wealth Advisors
New York
$265K +$53.3K +333 +23%
KA
1575
KLCM Advisors
Wisconsin
$265K +$286K +1,789 New
61 62
63
64 65