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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1701
Marquette Asset Management
Minnesota
$205K – – –
TAM
1702
Titleist Asset Management
Texas
$205K +$196K +1,314 New
NB
1703
Nicolet Bankshares
Wisconsin
$205K -$17.9K -120 -8%
FAG
1704
Fortitude Advisory Group
Washington
$205K -$11K -74 -5%
CCM
1705
Canal Capital Management
Virginia
$204K +$195K +1,311 New
CPC
1706
Congress Park Capital
New York
$204K +$195K +1,310 New
WTB
1707
Washington Trust Bank
Washington
$204K -$29.9K -201 -13%
HVP
1708
Hudson Value Partners
Florida
$204K +$195K +1,309 New
MFG
1709
Midwest Financial Group
Kansas
$204K -$7.45K -50 -4%
JSSH
1710
J. Safra Sarasin Holding
$203K -$281K -1,889 -59%
QFA
1711
Quantum Financial Advisors
California
$203K +$194K +1,301 New
WWC
1712
Waypoint Wealth Counsel
Georgia
$203K +$194K +1,300 New
AIA
1713
Arbor Investment Advisors
North Carolina
$203K -$8.34K -56 -4%
AA
1714
Alta Advisers
United Kingdom
$203K – – –
BIM
1715
Baldwin Investment Management
Pennsylvania
$201K +$192K +1,291 New
FM
1716
Family Management
New York
$201K +$192K +1,291 New
HI
1717
Humankind Investments
New York
$201K +$192K +1,287 New
SL
1718
Sentinus LLC
Illinois
$200K +$192K +1,286 New
AWA
1719
Alta Wealth Advisors
Massachusetts
$200K -$33.2K -223 -15%
GA
1720
Goldstein Advisors
Wisconsin
$200K +$191K +1,284 New
YDMI
1721
Y.D. More Investments
Israel
$200K -$211K -1,420 -53%
AA
1722
Addison Advisors
Vermont
$199K +$1.79K +12 +0.9%
OP
1723
ORG Partners
Indiana
$196K -$757K -5,082 -80%
RA
1724
Rise Advisors
New York
$192K -$8.19K -55 -4%
SC
1725
Solstein Capital
California
$191K – – –
67 68
69
70 71