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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1726
Cardiff Park Advisors
California
$317K +$333K +1,371 New
FAG
1727
Fortitude Advisory Group
Washington
$317K +$334K +1,372 New
WIA
1728
Westbourne Investment Advisors
Maryland
$316K +$21.9K +90 +7%
KFGK
1729
Keystone Financial Group (Kentucky)
Kentucky
$316K +$34K +140 +11%
RIG
1730
RiverFront Investment Group
Virginia
$315K -$10.9M -44,665 -97%
WA
1731
Wealth Advisors
California
$315K +$7.05K +29 +2%
JSW
1732
Journey Strategic Wealth
New Jersey
$314K +$330K +1,357 New
SCM
1733
Schnieders Capital Management
California
$312K -$134K -550 -29%
SP
1734
Successful Portfolios
Florida
$311K +$21.9K +90 +7%
CM
1735
Columbus Macro
Pennsylvania
$310K -$30.6K -126 -9%
AWA
1736
Acorn Wealth Advisors
Michigan
$310K +$730 +3 +0.2%
PG
1737
Patten Group
Tennessee
$309K – – –
PCMC
1738
Private Capital Management (Colorado)
Colorado
$309K +$28.2K +116 +10%
PTCG
1739
Pring Turner Capital Group
California
$309K +$324K +1,334 New
SPFA
1740
Summit Place Financial Advisors
New Jersey
$307K -$104K -427 -24%
NSAM
1741
North Star Asset Management
Wisconsin
$307K +$43.3K +178 +16%
GIM
1742
Guild Investment Management
California
$304K – – –
RCA
1743
Resonant Capital Advisors
Wisconsin
$303K +$51.6K +212 +19%
AWM
1744
Atticus Wealth Management
Florida
$303K +$151K +621 +90%
NF
1745
Norwood Financial
Pennsylvania
$303K +$319K +1,313 New
B
1746
Bridgeworth
Alabama
$302K -$238K -978 -43%
IBOK
1747
Independence Bank of Kentucky
Kentucky
$301K -$96.5K -397 -23%
MC
1748
Matisse Capital
Oregon
$301K – – –
CWM
1749
Chesapeake Wealth Management
Virginia
$301K +$29.4K +121 +10%
MAM
1750
Morse Asset Management
Connecticut
$301K +$316K +1,300 New
68 69
70
71 72