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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1676
Sather Financial Group
Texas
$213K -$39.9K -208 -12%
IA
1677
Inspire Advisors
Idaho
$213K +$5.94K +31 +2%
EP
1678
Edgestream Partners
New Jersey
$212K -$411K -2,143 -59%
BFO
1679
Biltmore Family Office
North Carolina
$212K – – –
MIM
1680
Merrion Investment Management
New Jersey
$212K – – –
BW
1681
Bison Wealth
Georgia
$212K +$10.4K +54 +4%
RTS
1682
Round Table Services
New Jersey
$211K -$26.1K -136 -8%
CFA
1683
CWS Financial Advisors
Michigan
$211K -$10.2K -53 -3%
AL
1684
Aspiriant LLC
California
$211K -$9.78K -51 -3%
GCM
1685
Gables Capital Management
Florida
$210K – – –
PWM
1686
PBMares Wealth Management
Virginia
$210K +$95.9K +500 +51%
FWC
1687
First Washington Corp
Washington
$209K – – –
TI
1688
tru Independence
Oregon
$209K +$1.73K +9 +0.6%
SG
1689
Somerset Group
Minnesota
$208K – – –
GIM
1690
Guild Investment Management
California
$207K – – –
SIG
1691
Sargent Investment Group
Maryland
$207K +$9.59K +50 +4%
HPWM
1692
Highland Private Wealth Management
Washington
$207K +$14K +73 +5%
SOS
1693
Silver Oak Securities
Tennessee
$206K -$90.9K -474 -27%
SWA
1694
SOA Wealth Advisors
New York
$205K -$19.2K -100 -6%
MWA
1695
Meridian Wealth Advisors
Texas
$205K +$39.3K +205 +16%
QPWM
1696
Quadrant Private Wealth Management
Pennsylvania
$203K -$32.4K -169 -11%
AWM
1697
Aprio Wealth Management
Georgia
$202K -$5.94K -31 -2%
AWA
1698
Alta Wealth Advisors
Massachusetts
$201K -$21.3K -111 -7%
KCPG
1699
Kavar Capital Partners Group
Kansas
$201K +$273K +1,423 New
MCM
1700
Marathon Capital Management
Maryland
$201K +$273K +1,425 New
66 67
68
69 70