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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1951
Kentucky Trust Company
Kentucky
$2.3K +$2.44K +17 New
NECFA
1952
New England Capital Financial Advisors
Connecticut
$2.23K +$143 +1 +6%
CIAS
1953
CBIZ Investment Advisory Services
Ohio
$2.16K +$2.29K +16 New
BL
1954
BFSG LLC
California
$2.03K -$15.2K -106 -88%
AP
1955
Aspect Partners
Virginia
$2.03K -$430 -3 -17%
PSFG
1956
Park Square Financial Group
Georgia
$2.03K +$2.15K +15 New
NWM
1957
Navigoe Wealth Management
California
$2K +$3.01K +21 New
TAM
1958
Tucker Asset Management
Colorado
$1.89K +$1.72K +12 +600%
BHWM
1959
Bay Harbor Wealth Management
Maryland
$1.89K +$2.01K +14 New
HWP
1960
Highline Wealth Partners
California
$1.64K -$1.86K -13 -52%
WCM
1961
WealthTrak Capital Management
Virginia
$1.62K +$1.72K +12 New
KA
1962
Kozak & Associates
Colorado
$1.41K -$143 -1 -9%
MBFW
1963
Morton Brown Family Wealth
Pennsylvania
$1.35K – – –
WW
1964
Winnow Wealth
Texas
$1.27K +$1.43K +10 New
CTB
1965
Country Trust Bank
Illinois
$1.22K – – –
SC
1966
Stance Capital
Massachusetts
$1.22K +$1.29K +9 New
CSWM
1967
Cassady Schiller Wealth Management
Ohio
$1.08K +$1.15K +8 New
PWA
1968
Principia Wealth Advisory
Texas
$1.08K +$1.15K +8 New
PMAM
1969
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SOW
1970
State of Wyoming
Wyoming
$811 -$29.8K -208 -97%
WA
1971
WestEnd Advisors
North Carolina
$811 +$143 +1 +20%
MAM
1972
Morse Asset Management
Connecticut
$676 – – –
PAI
1973
Pittenger & Anderson Inc
Nebraska
$676 – – –
LC
1974
Lavaca Capital
Texas
$676 +$717 +5 New
AWM
1975
Activest Wealth Management
Florida
$406 +$430 +3 New
77 78
79
80 81