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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1776
PFG Private Wealth Management
Florida
$261K +$263K +1,214 +7,141%
CWM
1777
Chesapeake Wealth Management
Virginia
$260K -$16.4K -76 -6%
NERM
1778
New England Research & Management
Illinois
$260K +$265K +1,225 New
FUBT
1779
First United Bank & Trust
Maryland
$259K -$43.3K -200 -14%
AMC
1780
Asset Management Corp
Illinois
$259K +$216 +1 +0.1%
ISWM
1781
Independent Solutions Wealth Management
New York
$258K – – –
MCA
1782
Magnolia Capital Advisors
Mississippi
$258K -$13.8K -64 -5%
CAG
1783
Crestwood Advisors Group
Massachusetts
$257K +$24.4K +113 +10%
PSP
1784
Principal Street Partners
Tennessee
$257K +$262K +1,212 New
WWM
1785
Windsor Wealth Management
Indiana
$256K -$2.38K -11 -1%
TAM
1786
Townsend Asset Management
North Carolina
$256K – – –
TWA
1787
TCI Wealth Advisors
Arizona
$256K +$28.1K +130 +12%
AWG
1788
Altus Wealth Group
Colorado
$255K +$26K +120 +11%
RHBC
1789
R.H. Bluestein & Co
Michigan
$255K +$64.9K +300 +33%
MIM
1790
Meixler Investment Management
Arizona
$255K +$260K +1,200 New
AP
1791
Adero Partners
California
$253K +$13.8K +64 +6%
SW
1792
SkyOak Wealth
Michigan
$252K -$4.33K -20 -2%
WLPWM
1793
Walled Lake Planning & Wealth Management
Illinois
$252K +$865 +4 +0.3%
TFS
1794
TrustCore Financial Services
Tennessee
$252K +$143K +659 +125%
GAM
1795
Gould Asset Management
California
$251K -$60.6K -280 -19%
KPCM
1796
Kings Point Capital Management
New York
$251K -$18.8K -87 -7%
3F
1797
360 Financial
Minnesota
$251K -$12.3K -57 -5%
HTHT
1798
Hemenway Trust Hemenway Trust
New Hampshire
$251K – – –
MCM
1799
Morton Capital Management
California
$251K -$20.1K -93 -7%
HCM
1800
Hollencrest Capital Management
California
$250K -$4.33K -20 -2%
70 71
72
73 74