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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1726
Crew Capital Management
Ohio
$234K +$201K +1,318 New
MAM
1727
Marquette Asset Management
Minnesota
$234K – – –
MFG
1728
Midwest Financial Group
Kansas
$232K +$199K +1,310 New
HVP
1729
Hudson Value Partners
Florida
$232K +$199K +1,309 New
FMN
1730
Financial Management Network
California
$232K +$205K +1,345 New
AP
1731
Adero Partners
California
$231K -$89.5K -588 -31%
TAM
1732
Titleist Asset Management
Texas
$231K -$56.6K -372 -22%
QFA
1733
Quantum Financial Advisors
California
$230K +$198K +1,300 New
AA
1734
Alta Advisers
United Kingdom
$230K – – –
CCM
1735
Canal Capital Management
Virginia
$230K -$68.9K -453 -26%
BWG
1736
Berry Wealth Group
Texas
$230K +$197K +1,298 New
EFG
1737
Everhart Financial Group
Ohio
$230K +$197K +1,298 New
IIA
1738
Integral Investment Advisors
California
$229K +$200K +1,313 New
FM
1739
Family Management
New York
$229K +$197K +1,294 New
CPC
1740
Consolidated Planning Corp
Georgia
$228K +$196K +1,289 New
SOW
1741
State of Wyoming
Wyoming
$227K +$124K +812 +172%
CRWM
1742
Castle Rock Wealth Management
California
$225K -$913 -6 -0.4%
TWM
1743
TriaGen Wealth Management
California
$225K +$194K +1,272 New
OPWM
1744
Oxinas Partners Wealth Management
Indiana
$225K +$193K +1,269 New
FDCP
1745
Foster Dykema Cabot & Partners
Massachusetts
$225K -$16.6K -109 -8%
AWA
1746
Acorn Wealth Advisors
Michigan
$224K +$192K +1,263 New
RFA
1747
ROI Financial Advisors
Oregon
$223K -$471K -3,097 -71%
AFPL
1748
Advus Financial Partners, LLC
Florida
$223K +$191K +1,258 New
FCM
1749
Firestone Capital Management
Florida
$223K +$191K +1,256 New
WLPWM
1750
Walled Lake Planning & Wealth Management
Illinois
$222K +$191K +1,255 New
68 69
70
71 72