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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1601
SignalPoint Asset Management
Missouri
$409K +$37.4K +154 +10%
EWA
1602
Exencial Wealth Advisors
Oklahoma
$407K +$212K +870 +98%
AWM
1603
Avondale Wealth Management
Texas
$405K +$158K +650 +59%
RCWM
1604
Royal Capital Wealth Management
Indiana
$405K +$426K +1,751 New
CWA
1605
Canvas Wealth Advisors
Kansas
$404K -$1.7K -7 -0.4%
FSCM
1606
Front Street Capital Management
Montana
$404K – – –
ISB
1607
Iowa State Bank
Iowa
$404K – – –
CBFP
1608
Cedar Brook Financial Partners
Ohio
$404K +$82.4K +339 +24%
MAWAG
1609
Mid-American Wealth Advisory Group
Missouri
$403K +$424K +1,743 New
SFP
1610
Sweet Financial Partners
Minnesota
$401K +$422K +1,734 New
SAM
1611
S.A. Mason
Michigan
$400K – – –
SS
1612
Sunbelt Securities
Texas
$400K +$39.6K +163 +9%
TA
1613
Tectonic Advisors
Texas
$400K +$67.8K +279 +19%
FA
1614
Fiducient Advisors
Illinois
$400K +$101K +417 +32%
FIBT
1615
First International Bank & Trust
North Dakota
$399K +$419K +1,722 New
PCS
1616
Personal CFO Solutions
New Jersey
$398K -$24.6K -101 -6%
CAI
1617
Capital Advisors Inc
Oklahoma
$396K -$29.7K -122 -7%
TT
1618
TI-Trust
Illinois
$395K +$415K +1,705 New
CANY
1619
Caxton Associates (New York)
New York
$394K +$414K +1,701 New
EC
1620
Enhancing Capital
Pennsylvania
$393K +$413K +1,700 New
LC
1621
Lavaca Capital
Texas
$392K +$73.4K +302 +22%
MA
1622
MONECO Advisors
Connecticut
$391K +$39.2K +161 +10%
SWM
1623
Segment Wealth Management
Texas
$391K +$411K +1,691 New
WIC
1624
Woodmont Investment Counsel
Tennessee
$389K +$1.22K +5 +0.3%
SPWM
1625
Schrum Private Wealth Management
Florida
$389K +$409K +1,682 New
63 64
65
66 67