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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1676
Plante Moran Financial Advisors
Michigan
$349K -$105K -433 -22%
SFG
1677
Sather Financial Group
Texas
$349K – – –
BO
1678
BRR OpCo
Ohio
$349K +$90.7K +373 +33%
BFO
1679
Biltmore Family Office
North Carolina
$348K -$49.6K -204 -12%
SFWA
1680
Summit Financial Wealth Advisors
Louisiana
$348K – – –
CCIA
1681
Campbell & Co Investment Adviser
Maryland
$347K -$36.5K -150 -9%
SLWA
1682
San Luis Wealth Advisors
California
$347K -$2.92K -12 -0.8%
MIM
1683
Merrion Investment Management
New Jersey
$347K – – –
WP
1684
WealthShield Partners
North Carolina
$347K +$87.1K +358 +31%
AII
1685
AGF Investments Inc
Ontario, Canada
$346K +$169K +696 +87%
CFS
1686
CRA Financial Services
New Jersey
$345K +$36.2K +149 +11%
GCM
1687
Gables Capital Management
Florida
$344K +$128K +525 +55%
TC
1688
TAGStone Capital
North Carolina
$344K +$361K +1,485 New
FWC
1689
First Washington Corp
Washington
$342K – – –
MCM
1690
Marathon Capital Management
Maryland
$342K – – –
JCM
1691
J2 Capital Management
Michigan
$342K +$359K +1,478 New
TI
1692
tru Independence
Oregon
$341K +$243 +1 +0.1%
BCM
1693
Beck Capital Management
Texas
$341K +$5.59K +23 +2%
SG
1694
Somerset Group
Minnesota
$340K – – –
WCA
1695
Westover Capital Advisors
Delaware
$340K +$80.2K +330 +29%
BIP
1696
Blueprint Investment Partners
North Carolina
$340K -$14.1K -58 -4%
EGM
1697
Engineers Gate Manager
New York
$339K -$719K -2,956 -67%
GAM
1698
Gould Asset Management
California
$339K +$40.1K +165 +13%
KA
1699
KLCM Advisors
Wisconsin
$338K -$48.6K -200 -12%
RBCM
1700
Raub Brock Capital Management
California
$338K – – –
66 67
68
69 70