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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1701
Vicus Capital
Pennsylvania
$200K +$271K +1,415 New
MAM
1702
Marquette Asset Management
Minnesota
$198K -$10.4K -54 -4%
ST
1703
Smithfield Trust
Pennsylvania
$196K -$194K -1,011 -42%
WAM
1704
WFA Asset Management
Wisconsin
$195K +$199K +1,036 +300%
OSNBOA
1705
Old Second National Bank of Aurora
Illinois
$195K – – –
APP
1706
Alpha Paradigm Partners
Illinois
$192K +$260K +1,356 New
AIP
1707
Ahrens Investment Partners
Louisiana
$189K +$69K +360 +37%
NF
1708
Norwood Financial
Pennsylvania
$186K – – –
CWM
1709
Curi Wealth Management
North Carolina
$185K +$7.67K +40 +3%
PSB
1710
Piscataqua Savings Bank
New Hampshire
$175K – – –
PMFA
1711
Plante Moran Financial Advisors
Michigan
$170K -$50.6K -264 -18%
BSB
1712
Bangor Savings Bank
Maine
$168K +$1.53K +8 +0.7%
LWP
1713
Laurel Wealth Planning
Minnesota
$167K -$22K -115 -9%
TFS
1714
TrustCore Financial Services
Tennessee
$167K – – –
OC
1715
Oakworth Capital
Alabama
$162K +$19.2K +100 +10%
LWP
1716
Lumature Wealth Partners
Georgia
$161K +$1.15K +6 +0.5%
PWMG
1717
Prestige Wealth Management Group
New Jersey
$160K +$1.53K +8 +0.7%
AWM
1718
Accel Wealth Management
Iowa
$156K +$126K +659 +162%
GEA
1719
Glen Eagle Advisors
New Jersey
$155K +$1.73K +9 +0.8%
BCA
1720
Bray Capital Advisors
Florida
$152K – – –
AIC
1721
Archer Investment Corporation
Indiana
$150K – – –
UCB
1722
United Community Bank
South Carolina
$144K +$17.3K +90 +10%
SAS
1723
Stelac Advisory Services
New York
$144K +$196K +1,020 New
CLOS
1724
Compagnie Lombard Odier SCmA
Switzerland
$143K +$60.4K +315 +45%
AAP
1725
Arax Advisory Partners
Colorado
$143K +$102K +533 +111%
67 68
69
70 71