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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1976
HeadInvest LLC
Maine
– -$253K -1,868 Closed
HTIM
1977
Harbour Trust & Investment Management
Indiana
– -$252K -1,865 Closed
RBFC
1978
Roman Butler Fullerton & Co
Missouri
– -$265K -1,861 Closed
SW
1979
SkyOak Wealth
Michigan
– -$251K -1,859 Closed
EWA
1980
Encompass Wealth Advisors
Oregon
– -$250K -1,850 Closed
KCPG
1981
Kavar Capital Partners Group
Kansas
– -$250K -1,849 Closed
FPCP
1982
Fort Point Capital Partners
California
– -$249K -1,841 Closed
SSWM
1983
Sheets Smith Wealth Management
North Carolina
– -$248K -1,838 Closed
VWM
1984
Vigilare Wealth Management
Arizona
– -$248K -1,837 Closed
LPAM
1985
Lodestar Private Asset Management
California
– -$248K -1,836 Closed
SB
1986
Simmons Bank
Arkansas
– -$248K -1,836 Closed
RCM
1987
RB Capital Management
Nevada
– -$248K -1,835 Closed
WMA
1988
West Michigan Advisors
Michigan
– -$248K -1,833 Closed
JF
1989
JSF Financial
California
– -$244K -1,806 Closed
GMFG
1990
Greater Midwest Financial Group
Minnesota
– -$244K -1,804 Closed
SPWM
1991
Schrum Private Wealth Management
Florida
– -$244K -1,802 Closed
BFC
1992
Bedel Financial Consulting
Indiana
– -$242K -1,789 Closed
FWCM
1993
Ferguson Wellman Capital Management
Oregon
– -$241K -1,783 Closed
FAT
1994
First American Trust
California
– -$241K -1,780 Closed
ISB
1995
Iowa State Bank
Iowa
– -$240K -1,774 Closed
PPWM
1996
Paragon Private Wealth Management
Kentucky
– -$239K -1,771 Closed
CTC
1997
Corundum Trust Company
South Dakota
– -$239K -1,768 Closed
FSCM
1998
Front Street Capital Management
Montana
– -$239K -1,768 Closed
RCA
1999
Resonant Capital Advisors
Wisconsin
– -$238K -1,762 Closed
CCB
2000
Cutter & Co Brokerage
Missouri
– -$237K -1,753 Closed
78 79
80
81 82