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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1626
CRA Financial Services
New Jersey
$238K +$26.5K +138 +9%
HFP
1627
Holistic Financial Partners
Indiana
$238K +$123K +640 +61%
VFA
1628
Voya Financial Advisors
Connecticut
$237K -$298K -1,552 -48%
WIC
1629
Woodmont Investment Counsel
Tennessee
$237K – – –
FPS
1630
Fieldpoint Private Securities
Connecticut
$237K +$159K +827 +97%
BWP
1631
BSW Wealth Partners
Colorado
$236K +$32.4K +169 +11%
HAIM
1632
Hunter Associates Investment Management
Pennsylvania
$236K +$319K +1,665 New
KWM
1633
Kolinsky Wealth Management
New Jersey
$235K -$36.6K -191 -10%
FA
1634
Fiducient Advisors
Illinois
$235K – – –
PP
1635
PrairieView Partners
Minnesota
$234K – – –
FWP
1636
FAS Wealth Partners
Kansas
$233K +$6.9K +36 +2%
NDSI
1637
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$316K +1,648 New
CIP
1638
Convergence Investment Partners
Florida
$231K -$362K -1,887 -54%
RP
1639
Riverbridge Partners
Minnesota
$231K -$133K -694 -30%
SPWM
1640
Schrum Private Wealth Management
Florida
$231K -$9.39K -49 -3%
FPCM
1641
Financial Partners Capital Management
New York
$231K – – –
FG
1642
Fiduciary Group
Georgia
$230K +$64.4K +336 +33%
MWM
1643
Madison Wealth Management
Ohio
$229K – – –
BO
1644
BRR OpCo
Ohio
$228K +$14.6K +76 +5%
VCM
1645
Virtue Capital Management
Tennessee
$227K -$12.3K -64 -4%
MSCM
1646
McElhenny Sheffield Capital Management
Texas
$227K – – –
PG
1647
Patten Group
Tennessee
$227K +$34.3K +179 +13%
PIA
1648
Perennial Investment Advisors
California
$226K -$80.7K -421 -21%
CIM
1649
Chapman Investment Management
California
$226K -$57.5K -300 -16%
AG
1650
AlphaSimPlex Group
Massachusetts
$225K -$37.2K -194 -11%
64 65
66
67 68