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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1626
PBMares Wealth Management
Virginia
$251K +$164 +1 +0.1%
MIM
1627
Moseley Investment Management
Florida
$250K +$12.2K +74 +5%
BFO
1628
Biltmore Family Office
North Carolina
$249K – – –
PCG
1629
Prosperity Consulting Group
Maryland
$248K -$26.8K -163 -10%
PP
1630
PrairieView Partners
Minnesota
$247K +$2.63K +16 +1%
CCFM
1631
Clear Creek Financial Management
Washington
$247K – – –
AA
1632
Auxano Advisors
Washington
$246K +$244K +1,485 New
SG
1633
Somerset Group
Minnesota
$243K – – –
T
1634
TRUADVICE
Florida
$243K +$254K +1,543 New
IA
1635
Inspire Advisors
Idaho
$243K -$9.37K -57 -4%
SIC
1636
SJS Investment Consulting
Ohio
$243K -$578K -3,517 -71%
MWM
1637
Madison Wealth Management
Ohio
$241K – – –
AIA
1638
Arbor Investment Advisors
North Carolina
$241K – – –
PFA
1639
Pure Financial Advisors
California
$241K +$239K +1,455 New
FOA
1640
Five Oceans Advisors
California
$240K -$20.7K -126 -8%
KCM
1641
Kathmere Capital Management
Pennsylvania
$240K +$238K +1,448 New
GCM
1642
Gables Capital Management
Florida
$239K -$7.07K -43 -3%
CNC
1643
Citizens & Northern Corp
Pennsylvania
$239K – – –
BFM
1644
Boston Financial Management
Massachusetts
$238K +$6.91K +42 +3%
SIG
1645
Sargent Investment Group
Maryland
$238K +$3.29K +20 +1%
PL
1646
Plancorp LLC
Missouri
$238K -$59.2K -360 -20%
BCM
1647
Boltwood Capital Management
California
$237K +$235K +1,431 New
AAMC
1648
Asset Allocation & Management Company
Illinois
$237K -$329K -2,000 -58%
KCM
1649
Kendall Capital Management
Maryland
$237K -$122K -740 -34%
FDDB
1650
Fidelity D&D Bancorp
Pennsylvania
$236K +$219K +1,334 New
64 65
66
67 68