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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1626
Calton & Associates
Florida
$215K -$14.5K -92 -6%
CWM
1627
Cahaba Wealth Management
Georgia
$215K -$26.7K -170 -10%
IF
1628
IRON Financial
Illinois
$215K -$5.98K -38 -3%
OLVIG
1629
Oliver Lagore Vanvalin Investment Group
Michigan
$215K -$12.3K -78 -5%
SIA
1630
Schear Investment Advisers
Ohio
$215K +$6.76K +43 +3%
CT
1631
Colonial Trust
South Carolina
$213K -$3.46K -22 -2%
LA
1632
Legacy Advisors
Pennsylvania
$213K -$629 -4 -0.3%
SHFA
1633
SS&H Financial Advisors
Michigan
$213K +$226K +1,436 New
HPM
1634
Hoxton Planning & Management
West Virginia
$213K -$2.52K -16 -1%
TSWM
1635
Tyler-Stone Wealth Management
Ohio
$213K -$51K -324 -18%
AA
1636
Advisory Alpha
Michigan
$213K +$15.1K +96 +7%
CAG
1637
Csenge Advisory Group
Florida
$212K +$5.98K +38 +3%
NB
1638
Nicolet Bankshares
Wisconsin
$212K +$47.8K +304 +27%
AAMC
1639
Asset Allocation & Management Company
Illinois
$212K – – –
VCM
1640
Virtue Capital Management
Tennessee
$212K -$13.7K -87 -6%
SWM
1641
Segment Wealth Management
Texas
$211K -$1.73K -11 -0.8%
CRWM
1642
Castle Rock Wealth Management
California
$211K +$472 +3 +0.2%
BFM
1643
Boston Financial Management
Massachusetts
$210K -$2.83K -18 -1%
HBT
1644
Hills Bank & Trust
Iowa
$209K – – –
JSW
1645
Journey Strategic Wealth
New Jersey
$209K +$222K +1,413 New
SCM
1646
Schnieders Capital Management
California
$209K – – –
CH
1647
Cromwell Holdings
Wyoming
$209K +$222K +1,409 New
CCG
1648
Catalina Capital Group
California
$207K +$36.7K +233 +20%
RWB
1649
RMR Wealth Builders
New Jersey
$206K +$787 +5 +0.4%
JF
1650
Joule Financial
Kentucky
$205K +$4.56K +29 +2%
64 65
66
67 68