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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1701
Orion Capital Management
California
$95K +$89.9K +539 New
TFGT
1702
TS Financial Group (TSFG)
Illinois
$91K +$167 +1 +0.2%
WPA
1703
West Paces Advisors
Georgia
$88.1K -$1.67K -10 -2%
EAM
1704
Eukles Asset Management
Ohio
$88K – – –
SBL
1705
Sargent Bickham Lagudis
Colorado
$86K -$16.5K -99 -17%
CFFP
1706
Center for Financial Planning
Michigan
$84K – – –
LJHT
1707
Laurie J. Hall Trustee
$84K +$40K +240 +100%
VCG
1708
Vantage Consulting Group
Virginia
$82K +$77.1K +462 New
ME
1709
McIlrath & Eck
Washington
$80K – – –
CWC
1710
Carolinas Wealth Consulting
North Carolina
$80K +$53.7K +322 +242%
TFS
1711
TrustCore Financial Services
Tennessee
$79K +$3.34K +20 +5%
OWIM
1712
Old West Investment Management
California
$76K – – –
HGWM
1713
Harvest Group Wealth Management
Massachusetts
$75K -$10.5K -63 -13%
KC
1714
Knuff & Co
California
$75K +$29.2K +175 +70%
HS
1715
Horan Securities
United States
$73K +$36K +216 +108%
SFPG
1716
Stonebridge Financial Planning Group
Florida
$72K +$10K +60 +17%
CFO
1717
CVA Family Office
Colorado
$72K +$30.9K +185 +84%
NICM
1718
Neo Ivy Capital Management
New York
$72K +$67.7K +406 New
AWM
1719
AllSquare Wealth Management
New York
$71K +$27.4K +164 +69%
AA
1720
Addison Advisors
Vermont
$71K +$67K +402 New
RCA
1721
Ranch Capital Advisors
Florida
$69K +$8.34K +50 +15%
APC
1722
Aspire Private Capital
North Carolina
$67K +$49.2K +295 +351%
TC
1723
Tacita Capital
Ontario, Canada
$67K +$63.4K +380 New
SIS
1724
Sound Income Strategies
Florida
$66K – – –
NCM
1725
New Capital Management
Texas
$64K – – –
67 68
69
70 71