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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1601
Independent Solutions Wealth Management
New York
$345K – – –
AL
1602
Aspiriant LLC
California
$344K -$18.8K -75 -5%
TA
1603
TrueWealth Advisors
Alabama
$344K +$24K +96 +7%
MIM
1604
Merrion Investment Management
New Jersey
$343K – – –
SFWA
1605
Summit Financial Wealth Advisors
Louisiana
$340K – – –
MCM
1606
Marathon Capital Management
Maryland
$338K -$2.5K -10 -0.7%
FWC
1607
First Washington Corp
Washington
$338K – – –
RBCM
1608
Raub Brock Capital Management
California
$338K – – –
AA
1609
Apriem Advisors
California
$337K +$100K +400 +37%
TI
1610
tru Independence
Oregon
$337K +$369K +1,473 New
AWA
1611
Alta Wealth Advisors
Massachusetts
$336K -$77.7K -310 -17%
SG
1612
Somerset Group
Minnesota
$336K – – –
CM
1613
Columbus Macro
Pennsylvania
$335K -$17K -68 -4%
CCM
1614
Crew Capital Management
Ohio
$334K -$5.51K -22 -1%
GA
1615
Geller Advisors
New York
$334K +$13.8K +55 +4%
IP
1616
Innovative Portfolios
Indiana
$333K +$8.77K +35 +2%
CMO
1617
Covenant Multifamily Offices
Texas
$332K -$251 -1 -0.1%
SWA
1618
SOA Wealth Advisors
New York
$332K +$7.26K +29 +2%
BCM
1619
Beck Capital Management
Texas
$332K +$10K +40 +3%
MMA
1620
Miracle Mile Advisors
California
$332K +$100K +400 +38%
TA
1621
Tectonic Advisors
Texas
$331K -$265K -1,058 -42%
AOWM
1622
Alpha Omega Wealth Management
Virginia
$331K – – –
FUBT
1623
First United Bank & Trust
Maryland
$331K +$15.8K +63 +5%
AC
1624
Avestar Capital
New York
$329K -$125K -500 -26%
BCM
1625
BTR Capital Management
California
$329K -$3.76K -15 -1%
63 64
65
66 67