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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1626
FSM Wealth Advisors
Ohio
$216K -$21.8K -152 -9%
DC
1627
Diametric Capital
Massachusetts
$215K +$228K +1,594 New
TC
1628
TAGStone Capital
North Carolina
$215K – – –
CAAS
1629
Capital Asset Advisory Services
Michigan
$214K -$166K -1,155 -42%
HPM
1630
Hoxton Planning & Management
West Virginia
$214K -$27.4K -191 -11%
CFG
1631
Clayton Financial Group
Missouri
$213K – – –
AP
1632
Adero Partners
California
$213K -$19.8K -138 -8%
LWM
1633
Liberty Wealth Management
California
$212K -$573 -4 -0.3%
SAM
1634
Sherman Asset Management
California
$212K +$224K +1,566 New
CTWM
1635
Cherry Tree Wealth Management
Minnesota
$212K +$287 +2 +0.1%
LC
1636
Lincoln Capital
Nebraska
$210K +$223K +1,553 New
MSCM
1637
McElhenny Sheffield Capital Management
Texas
$210K – – –
MFA
1638
Mayflower Financial Advisors
Massachusetts
$210K +$430 +3 +0.2%
BFW
1639
Brady Family Wealth
Missouri
$209K – – –
OHWP
1640
Oak Harbor Wealth Partners
North Carolina
$208K – – –
PCM
1641
Polymer Capital Management
New York
$208K +$221K +1,540 New
WPA
1642
West Paces Advisors
Georgia
$208K -$143 -1 -0.1%
AA
1643
Alta Advisers
United Kingdom
$207K +$33.1K +231 +18%
TCG
1644
Transcendent Capital Group
Oklahoma
$207K +$1.58K +11 +0.7%
MAG
1645
Mayfair Advisory Group
Alabama
$207K +$15.6K +109 +8%
VAG
1646
VisionPoint Advisory Group
Texas
$206K +$216K +1,505 New
ACP
1647
Argyle Capital Partners
California
$206K +$219K +1,527 New
CFP
1648
Catalyst Financial Partners
Massachusetts
$206K -$19.6K -137 -8%
CAG
1649
Csenge Advisory Group
Florida
$206K +$21.6K +151 +11%
CIP
1650
Convergence Investment Partners
Florida
$206K +$1.72K +12 +0.8%
64 65
66
67 68