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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1876
Tortoise Investment Management
New York
$30.7K – – –
AFS
1877
Annapolis Financial Services
Maryland
$30.1K +$298 +2 +1%
SGC
1878
Slocum, Gordon & Co
Rhode Island
$29.9K – – –
KFI
1879
Key Financial Inc
Pennsylvania
$29.8K +$745 +5 +3%
RS
1880
Rakuten Securities
Japan
$29.6K -$12.5K -84 -31%
NI
1881
NCP Inc
California
$29.2K – – –
PCTC
1882
Perkins Coie Trust Company
Washington
$29K -$38.1K -256 -58%
LIS
1883
Legacy Investment Solutions
Idaho
$27.7K +$26.7K +179 New
LWMI
1884
Legacy Wealth Management (Idaho)
Idaho
$27.7K +$26.7K +179 New
CCA
1885
Criterion Capital Advisors
Tennessee
$27.2K – – –
DFA
1886
DHJJ Financial Advisors
Illinois
$27.1K – – –
UIA
1887
Ulland Investment Advisors
Minnesota
$27K -$74.5K -500 -74%
WTA
1888
Washington Trust Advisors
Massachusetts
$26.6K -$4.02K -27 -14%
CIA
1889
Cape Investment Advisory
Georgia
$26.4K – – –
FIM
1890
FWL Investment Management
Texas
$26K – – –
WBC
1891
West Branch Capital
Massachusetts
$25.9K +$298 +2 +1%
AT
1892
Arlington Trust
Alabama
$25.7K – – –
NIC
1893
Northwest Investment Counselors
Oregon
$24.1K +$23.1K +155 New
EA
1894
Evolution Advisers
Virginia
$22K – – –
VWA
1895
Valued Wealth Advisors
Utah
$21.9K -$149 -1 -0.7%
WPWM
1896
Western Pacific Wealth Management
Illinois
$21.5K – – –
GWSA
1897
Global Wealth Strategies & Associates
Colorado
$21.4K – – –
RDIA
1898
RE Dickinson Investment Advisors
Iowa
$20.9K – – –
PP
1899
Pacifica Partners
Canada
$20.3K – – –
PWS
1900
Peterson Wealth Services
Utah
$19.8K +$18.9K +127 New
74 75
76
77 78